Maryam Matta is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, employing a long-term investment approach with diversified portfolios that include mutual funds, ETFs, equities, and fixed income. The firm operates through a network of independent advisers and offers both discretionary and non-discretionary portfolio management.

Charles Zimmerer is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms including Slow Capital, Inc and Brickell Opus Wealth Management LLC. In addition to his advisory role, Zimmerer is an attorney and CPA with his own law office and accounting practice. He also serves on the boards of the Brevard Hispanic Center, Inc. and the Florida Association of Attorney-Certified Public Accountants, Inc. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and investment companies. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing a range of strategies from passive to tactical tailored to client objectives. Belpointe is notable for its affiliated businesses and product sponsorships alongside its advisory services, including proprietary funds and back-office support for other advisers.

Ronnie Salvador is a financial advisor at StoneX Advisors Inc. based in Miami, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at StoneX Securities Inc., Sherwood Food Distributor, Intercam Securities, and Banrisul Bank. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm utilizes multiple investment strategies and platforms, offering both advisor-managed portfolios and model-based solutions.

Luis Valenzuela Cassani is a financial advisor at BBVA Global Wealth Advisors, Inc. with one year of industry experience. His prior roles include positions at BBVA Mexico SA and Casa de Bolsa Scotiabank. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices through a network of Financial Advisors. The firm combines strategic and tactical asset allocation using BBVA S.A.’s fund research and third-party resources, offering diversified portfolios with periodic reviews and rebalancing.

Karem Andraus is a financial advisor at Insigneo Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer for two years. Prior to his advisory career, he was involved in entrepreneurial activities including running Madia Cake Design for five years. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a broad range of clients including individuals, corporations, trusts, and institutional clients. The firm uses a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and allowing for client-imposed investment restrictions.

Ricardo Ruiz Velez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at PNC and BBVA-affiliated firms prior to joining Insigneo in 2023. He is also involved with Insigneo Advisory Services LLC as an investment advisor. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, institutional clients, and banking institutions. The firm’s investment approach combines customized allocations by individual advisors with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and both proprietary and third-party strategies.

Armando Fernandez is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at American Portfolios Financial Services, Inc. and Osaic Advisory Services. Outside of his advisory role, he is involved with 1TPTR Inc., an educational community for traders that share ideas and research. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of services including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored to client objectives and risk tolerance.

Luis Zapata is a financial advisor at Santander Securities LLC in Miami, FL, with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Santander Securities and Santander International Private Banking since 2017, following three years with HSBC Securities and HSBC Private Bank International. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily using the FMAX wrap-fee platform co-sponsored by Fidelity Institutional Wealth Adviser.

Oscar Moraga is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, offering discretionary portfolio management and modular financial planning based on client-specific guidelines and a proprietary valuation analysis.

Catalina Cadavid is a financial advisor at BBVA Global Wealth Advisors, Inc. with 22 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining BBVA Global Wealth Advisors in 2023, she worked for Lloyds Bank Singapore from 2015 to 2022. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a combination of strategic and tactical asset allocation based on detailed risk profiling and leverages BBVA S.A.’s fund research alongside third-party resources.

Claudia Rubenstein is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 credentials and having 16 years of industry experience. Her prior roles include positions at LWM Advisory Services, LLC, LPL Financial, and John Hancock. Rubenstein has a non-variable insurance business activity. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering a range of investment management, financial planning, and related tax, estate, and insurance services.

Martin Talmasky Silbert is a financial advisor at Bolton Securities Corporation with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Bolton Global Asset Management and Bolton Global Capital since 2024, following prior roles at Insigneo Advisory Services, LLC and CitiGroup. He is also the owner of Aires Capital Advisors, LLC, a flow-through entity used for tax purposes. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm provides customized wealth management through a network of independent advisers, offering portfolio management using mutual funds, ETFs, equities, and fixed income with a generally long-term investment approach.

Alejandra Aragones is a financial advisor with Insigneo Advisory Services, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at Insigneo Securities, LLC, Wells Fargo Clearing Services, LLC, and Robert Half. Outside of her advisory role, she is a sales agent for Af Shop LLC, a business involved in the sale of fine jewelry. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and advisor-led strategies that incorporate global asset classes and third-party macroeconomic research.

Angel Sanz Alonso is a financial advisor at Mora Capital Management, LLC with seven years of industry experience. He has held positions at Boreal Capital Securities, LLC, Mora Wealth Management AG, and Andbank. He holds Series 65 and Series 63 licenses. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm offers discretionary portfolio management and non-discretionary family wealth consulting through an open-architecture investment platform that allocates across broad asset classes, including structured products and alternative investments.

James Knall is a financial advisor at Sapient Capital LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co., Inc. for 18 years. Outside of his advisory role, Knall serves as a board member and consultant for the nonprofit Endeavour Miami Inc. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary when advising retirement accounts under ERISA/IRC standards.

Ricardo Morean is a Series 66-licensed advisor with Bolton Securities Corporation, bringing 30 years of industry experience. He has held positions at Bolton Global Capital since 2016, RBC Capital Markets, and Wells Fargo Clearing. Ricardo is also Managing Director for Bolton Global Capital and co-owner and Managing Director of Brightstone Capital, where he spends significant time on management and investment services. Bolton Global Asset Management provides asset management and financial planning to individuals, corporate and institutional clients, and charitable organizations. The firm offers customized wealth management through a network of independent investment adviser representatives, utilizing a range of investment vehicles with an emphasis on a long-term approach.

Fernando Panizzutti is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and having 21 years of industry experience. His work history includes roles at Bolton Global Asset Management, Bolton Global Capital, BTG Pactual US Capital, LLC, and Wells Fargo Clearing. Outside of his advisory work, he owns a consulting entity and a business in Brazil involved in real estate operations. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through independent advisers, using a range of investment vehicles with a primarily long-term approach, and is affiliated with an introducing broker-dealer.

Christian Bagshaw is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Raymond James & Associates from 2016 to 2018 before joining Insigneo in 2018. He is the owner of Bagshaw Asset Management, LLC, a business used to manage non-securities related expenses. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed portfolios, third-party manager oversight, and a wrap fee program. The firm employs a committee-driven investment process combined with individualized advisor portfolio construction and includes cross-border investment capabilities.

Alvaro Alonso is a financial advisor at Northern Trust Securities, Inc. with seven years of industry experience. He holds the Series 66 designation and has been with Northern Trust Securities since 2019, having previously worked at Northern Trust Bank from 2015 to 2019. Based in Miami, FL, Alonso’s career has been entirely within the Northern Trust organization. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven strategies incorporating proprietary and third-party products, with regular account reviews and a combination of advisory, brokerage, and custody services.

Anthony Amaro is a financial advisor at Valley Wealth Managers, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Leumi Investment Services Inc and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs with a client-specific, tactical investment approach.