Ricardo Quiros is an investment advisor representative at Bolton Securities Corporation with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, as well as Bank of America and Merrill prior to that. Quiros is the owner and managing director of Caoba Capital Wealth Management, where he also serves as an investment portfolio manager. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and corporations. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios using a variety of investment vehicles with a generally long-term orientation.

Sammy Santacruz is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Morgan Stanley and CITIGROUP. Outside of finance, he is a member of Gadget Fortress LLC, a business involved in reselling video games online. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions, offering services that include ETF-based Robo Portfolios and personalized financial advice. The firm uses model portfolios based on Modern Portfolio Theory and serves over 83,000 clients with a focus on retail and high-net-worth individuals.

Felipe Caicedo Llano is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley for seven years before joining Insigneo in 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction, including global and emerging-market exposures.

Ignacio Barcena is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Insigneo Advisory Services and Insigneo Securities since 2021 and previously spent 12 years with Wells Fargo Clearing and Wells Fargo Advisors. Barcena is also the owner of Tempano Investments LLC, a pass-through entity for tax purposes. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers a range of services such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting, using a combination of customized allocations and firm-modeled portfolios overseen by an investment committee.

Juan Campuzano is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Truist Advisory Services and Sanctuary Advisors LLC. Outside of his advisory role, he is the owner and manager of Bull Capitale, LLC, a real estate investment company. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers customized allocations and firm-modeled multi-asset portfolios, utilizing a range of investment strategies and third-party research.

Juan Villalonga Tallada is a financial advisor at Boreal Capital Management LLC with a Series 65 designation and experience at Banco Santander International and Tallalar SA. He has been with Boreal Capital Management since 2025. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal management with third-party sub-advisers across various asset classes and serves a diverse client base including high-net-worth and non-U.S. clients.

Gonzalo Milian is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Raymond James & Associates and Premier Capital Advisors LLC. He is also the owner of GM Capital Partners, LLC, an investment-related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm employs a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing client-imposed investment restrictions.

Alexandro Ampudia Tommasi is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 20 years of industry experience. He previously worked at Mora WM Securities, LLC for ten years before joining Bolton Global Asset Management and Bolton Global Capital in 2025. He is also the owner and director of TOMAX Financial Advisors, LLC, a separate business operated from his residence. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that tailors portfolios to client goals and risk tolerance, using a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Minerva Santos is a financial advisor at Insigneo Advisory Services, LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at BBVA and PNC in various capacities. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers a range of managed accounts, proprietary portfolios, and consulting services, utilizing customized allocations and third-party research to monitor performance.

Daniel Aymerich is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Since 2016, he has worked with Bolton Global Asset Management and Bolton Global Capital. He is also co-owner and managing member of AR Advisors International, LLC, where he serves as trustee of the firm's profit-sharing 401(k) plan. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.

Jose Rodriguez is a CFP®-designated financial advisor with 30 years of industry experience. He has worked at Citigroup Global Markets for 11 years before joining Insigneo Advisory Services, LLC in 2018, where he currently serves as a financial advisor. He is dually registered with Insigneo Securities and spends approximately five hours per month on advisory activities. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers a range of managed account solutions and employs a combination of customized allocations and firm-modeled portfolios, incorporating third-party research and oversight by an Investment Committee.

Russell Dow is a financial advisor with Bolton Securities Corporation based in Miami, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Bolton Global Capital since 2005 and Bolton Global Asset Management since 2009, and currently serves as President and Senior Portfolio Manager of Dow Wealth Management, LLC. Outside of his advisory roles, he is involved in technology development through Dow Software, LLC, which develops and sells investment-related software, and he co-owns a family-operated publishing company. He is also a co-owner of H & Z Ranch, LLC, which manages a horse ranch. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients through customized portfolio management and financial planning services. The firm employs a combination of internal management and third-party asset managers, offering investment solutions primarily utilizing mutual funds, ETFs, individual securities, and fixed-income products with a typically long-term focus.

Paulina Merino is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at VectorGlobal WMG and Actinver Securities, Inc. Outside of her advisory role, she teaches yoga classes as an independent contractor at Soultribes Studio. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, employing a blend of committee-driven model portfolios and individualized advisor-led portfolio construction with global and emerging-market asset exposures.

Juan De Los Reyes Cordova is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked for VectorGlobal WMG from 2013 to 2026. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combination of committee-driven model portfolios and advisor-led portfolio construction, incorporating third-party macroeconomic research to align investments with client objectives and risk tolerances.

Ahmed Riesgo is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Insigneo Advisory Services since 2016 and has been affiliated with Insigneo Securities LLC since 2008, with prior experience at HB Asset Management. Outside his advisory roles, he serves as a trustee for family-owned properties without compensation. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized allocations, multi-asset portfolios, and third-party manager oversight, utilizing a mix of proprietary and external strategies across various asset classes.

Tomas Lopez Vargas is a financial advisor with Insigneo Advisory Services, LLC, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. Since 2016, he has been affiliated with Global Investor Advisory Services, LLC. Outside of his advisory role, he is the sole owner of EDT Investment Group LLC, a business unrelated to investment activities. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm employs a committee-driven model combined with individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and global asset exposure in its investment approach.

Renato Bisconcini is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and BTG Pactual US Capital. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers a range of solutions such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of customized allocations and firm-modeled investment strategies.

Rafael Gomez Gutierrez is a financial advisor at Insigneo Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including VectorGlobal WMG and Banorte Securities International. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios, third-party manager oversight, and consulting. The firm combines committee-driven model portfolios with individualized advisor-led construction, employing global asset classes and emerging-market exposures.

Antonio Speciale is a financial advisor with Siebert AdvisorNXT, LLC. He holds Series 66 and Series 63 licenses and has 12 years of industry experience. Since 2013, he has worked at Stockcross Financial Services Inc. alongside his role at Siebert AdvisorNXT. Siebert AdvisorNXT serves primarily individual clients, including high-net-worth individuals, as well as families, trusts, and certain business entities. The firm uses an algorithmic approach based on Modern Portfolio Theory to construct portfolios mainly of low-cost ETFs and ETNs, offering a mix of discretionary and non-discretionary management through its web-based AdvisorNXT platform and access to third-party managers.

Veronica Lopez Lopez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 30 years of industry experience. She previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2009 to 2023. Outside of her advisory role, she serves as a board member of the Orchestra of the Americas, a philanthropic organization. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers a range of services such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting, employing a combination of customized allocations and firm-modeled investment strategies.