Jorge Carbajal is a financial advisor at New Edge Wealth in Miami, FL, holding a Series 65 designation. He has five years of industry experience, including roles at Boston Private/Silicon Valley Bank, TD Bank, Terrabank, and Bankunited. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to tailor portfolios using a combination of independent managers, model strategies, and proprietary investment solutions, supported by technology tools including AI-assisted analytics.

Jose Salazar is a financial advisor at Insigneo Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2015 to 2018. He is also dually registered with Insigneo Securities, LLC, where he serves as Head of Sales on a part-time basis. Insigneo Advisory Services provides investment advisory and portfolio management services to individual clients, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and oversight by an Investment Committee.

Rodolfo Castilla is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has held various roles within the Insigneo organization since 2020 and previously worked at Citi Asesores de Inversión de Uruguay S.A. and Citi International Financial Services LLC. Castilla is a shareholder and director of a personal investment company. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm uses a committee-driven investment process combining model portfolios and advisor-led portfolio construction, incorporating global asset classes and emerging markets to align with client objectives and risk tolerances.

Brett Pencar is a financial advisor with Snowden Capital Advisors LLC, holding Series 65 and Series 66 designations and seven years of industry experience. He has worked at Snowden Lane Partners since 2021 and previously at Merrill. Pencar is a committee member of the Wild Bunch Young Leaders, a philanthropic group supporting Zoo Miami. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering customized portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, utilizing sub-advisers and global custodian platforms to manage a wide range of investment strategies.

Seth Miller is an advisor at Founders Financial Securities LLC in Miami, FL, holding Series 65 and Series 63 licenses. He has been with Founders Financial Securities since 2026 and previously worked at EmpowerHealth and the University of Miami. Miller has no prior industry experience beyond his current role. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of 116 advisors managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios, private wealth solutions, and 1031 exchange consulting, with investment strategies delegated to its advisors who may provide discretionary or non-discretionary management and serve in ERISA fiduciary roles.

John Colon is a financial advisor at Belpointe Asset Management LLC with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Wells Fargo Clearing, LPL Financial, and Prudential Equity Group. Outside of his advisory role, he is active in community service, serving on multiple boards related to housing, civic engagement, and compulsive gambling treatment in Florida, and works as a consultant on government relations and affordable housing development. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for a diverse client base. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a variety of advisory approaches to serve individuals, corporations, trusts, and other advisers.

Santiago Franco is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bolton Securities Corporation, Bolton Global Capital, and Activest Wealth Management. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party managers and discretionary account management.

Antonio Ladron De Guevara is a financial advisor at Bison Wealth, LLC, holding a Series 65 credential with experience beginning in 2024. His prior work includes roles at Makoto, Katsuya, Novikov Miami, Palmar, and One Door East. Bison Wealth serves a diverse range of clients including individuals, high net worth clients, family offices, and charitable organizations, providing financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach involves outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies.

Salvador Ramos Carmona is a financial advisor at Mora Capital Management, LLC in Miami, FL, holding a Series 66 designation with one year of industry experience. He previously worked at UBS Financial Services, Inc. and UBS Asesores Mexico, S.A. de C.V. before joining his current firm. 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 uses an open-architecture investment platform that incorporates fundamental and technical analysis across diverse asset classes and manages both discretionary and non-discretionary portfolios.

Jose Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at various firms including Champion Mortgage and My Financial Practice. He is also involved in educational activities through 123COLLEGE.COM, where he presents college planning seminars focused on grants and scholarships. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and ERISA retirement plan services through a multi-team advisor network.

Michael Walsh is a CFP® professional with nine years of experience, currently serving at Evensky & Katz/Foldes Wealth Management. He has been with the firm since 2016. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary wealth management firm that serves high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a core-and-satellite investment approach, emphasizing low-cost index and ETF cores combined with select active, taxable-advantaged, and alternative allocations.

Maxwell Tejeda is a CFA® charterholder with a Series 66 license and one year of industry experience. He is currently with CWA Asset Management Group and previously worked at Fiduciary Trust International, JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. CWA Asset Management Group serves a diverse client base including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs in-house research and proprietary models to offer both active and quantitative investment strategies, with portfolios that are globally diversified and may include tax-aware approaches and the use of third-party sub-advisers.

Marcelo Charul is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2017 and was previously with Wells Fargo Advisors for five years. He is also the owner and manager of GFA Wealth Management, LLC, an entity created to operate securities and investment advisory businesses. 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 approach is IAR-driven, tailoring portfolios to client goals and risk tolerance with a generally long-term orientation, while offering access to third-party managers and various investment platforms.

Luis Bermudez Valdes is a financial advisor at Santander Securities LLC with 11 years of industry experience. He holds a Series 66 designation and has been with Santander in various capacities since 2014, including roles at Santander International Private Banking. He serves as a board member of the US-Spain Chamber of Commerce, an organization promoting US-Spain economic cooperation. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with oversight from third-party managers and an Implementation Manager.

Robert Lee is a financial advisor at New Edge Wealth with 27 years of industry experience and holds a Series 66 designation. He previously worked at UBS Financial Services Inc. for 15 years before joining NewEdge Wealth and NewEdge Securities in 2022. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, third-party managers, and proprietary solutions.

Lucas Rio Torto is a CFA® charterholder and Series 66 registered advisor at Bolton Securities Corporation with nine years of industry experience. He has worked with Bolton Global Asset Management since 2018 and Bolton Global Capital since 2016. Outside of his advisory work, he is co-owner and manager of Assurance Corporate Services LLC, which facilitates offshore corporate filings. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a range of investment vehicles and employs a mix of internal and third-party asset management strategies, generally focusing on long-term investment approaches.

Nicholas Patino is a financial advisor with Insigneo Advisory Services, LLC in Coral Gables, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Insigneo Advisory Services and Insigneo Securities since 2017 and previously held roles at multiple Brickell Global entities from 2015 to 2017. Outside of his advisory work, he is a part owner and member of a golf club. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, institutional clients, and banking institutions. The firm combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing client-imposed investment restrictions.

David Garcia is a CFP® certificant with 18 years of experience in financial advising. He has been with Evensky & Katz/Foldes Wealth Management since 2014. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs an equity core-and-satellite investment approach focused on low-cost index and ETF cores combined with select active and alternative allocations, guided by detailed planning and ongoing monitoring.

Fernando Senso Castilla is a financial advisor at Santander Securities LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at CITIGROUP for 10 years before joining Santander Securities and Santander International Private Banking in 2024. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing compliance oversight.

Anabel Zamora is a financial advisor at Insigneo Advisory Services, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Insigneo since 2021, previously working at Wells Fargo Clearing. Zamora holds a life insurance license and assists financial advisors with related sales. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm employs a committee-driven model combined with advisor-led portfolio construction, incorporating global asset classes and third-party research to align investments with client objectives.