Claudio Messa Sanabria is a financial advisor at BBVA Global Wealth Advisors, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PNC Bank and various BBVA-affiliated firms. Outside of his advisory role, he is involved with BBVA Global Wealth Insurance, Inc. as an insurance agent, referring clients to the agency. BBVA Global Wealth Advisors serves individual and high-net-worth clients, as well as businesses and family offices, primarily through portfolio advisory and wrap-fee programs with mostly non-discretionary assets under management. The firm’s investment approach incorporates client risk profiles and input from BBVA S.A.’s Global Wealth Investment Committee, combining strategic and tactical asset allocation with a focus on international investment solutions.

Lilian Perez is a financial advisor at Insigneo Advisory Services, LLC with six years of industry experience. She holds the Series 66 designation and has previously worked at Kovack Advisors, Inc., Raymond James & Associates, Inc., Securities America, Inc., and Investacorp, Inc. Perez is dually registered as a sales supervisor with Insigneo Advisory Services. 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 customized allocations, firm-modeled multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a range of investment strategies and allowing client-imposed restrictions.

Raul Bonini is a financial advisor at MissionSquare Retirement with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Bank of America, J.P. Morgan Securities, and Uber. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, using investment advice and model portfolios developed by Morningstar Investment Management.

Pedro Rodriguez is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He is also president of a family real estate entity. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with ongoing suitability reviews and compliance oversight.

Stephanie Cabrera is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for 11 years before joining Insigneo in 2023. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm uses a combination of customized allocations and firm-modeled portfolios, incorporating a range of asset classes and third-party research to manage client accounts.

Claudio Ravinet is a financial advisor at New Edge Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2006 to 2022 before joining NewEdge Securities, Inc. and NewEdge Wealth, LLC in 2022. Outside of his advisory role, he participates in committee meetings and budget reviews at Saint Thomas Episcopal Parish School. NewEdge Wealth serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional and charitable clients. The firm provides comprehensive advisory services with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, third-party managers, and proprietary investment solutions across multiple asset classes.

Daniel Machado is a financial advisor at Madison Partners with 19 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities LLC for 13 years. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives as appropriate.

Charles Sachs is a CFP® with 16 years of industry experience based in Coral Gables, FL. He currently works with Mariner Independent and Mariner Platform Solutions, having previously held roles at Kaufman Rossin Wealth, Kaufman, Rossin & Co., Bank of New York Mellon, Creative Planning, and Private Wealth Counsel. Outside his advisory work, he is involved with Imperio Wealth, providing investment services through Mariner's platform. Mariner Independent serves a diverse client base including high-net-worth individuals, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of over 100 advisers, leveraging both proprietary and third-party investment resources.

Firhan Choudhary is a financial advisor at B. Riley Wealth Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is involved in a car rental business as president of Beyond Mark. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through around 274 advisors, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a variety of advisory programs, financial planning, and retirement solutions, utilizing both proprietary and third-party investment models.

Daniel Richmond is a financial advisor with Mora Capital Management, LLC, holding a Series 66 credential and 22 years of industry experience. He is the sole owner of Richmond Capital Advisors LLC, an SEC-registered robo-advisor firm serving clients with smaller investment balances using algorithm-driven strategies. Richmond has previously worked with Boreal Capital Management LLC and Mora Wealth Management LLC. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm employs an open-architecture investment process combining fundamental and technical analysis, third-party manager selection, and customized solutions to meet client objectives.

Soraya Batista Garcia is a financial advisor at Bolton Securities Corporation with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has been associated with Bolton Global Asset Management and Bolton Global Capital since 2016. She is co-owner and managing partner of Batista Advisors LLC and PWA Family Office, LLC, entities involved in investment advisory services and advisor support programs. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management through a network of independent advisers, emphasizing a long-term approach while employing a variety of investment vehicles and strategies.

Trevor Latulas is a financial advisor with B. Riley Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at National Securities Corporation for 10 years before joining B. Riley Wealth Advisors in 2020. Outside of his advisory role, he is the owner of LATULAS HOLDING CORP, which is involved in expense management and participation in surveys. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations, managing approximately $4.21 billion in assets. The firm employs a variety of investment programs and platforms, such as Advisor-as-Portfolio-Manager and Envestnet-managed models, to tailor strategies for its clients.

Luis Ehlers is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Bank of America and Merrill. He is based in Miami Springs, FL. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and committee-overseen investment strategies across various asset classes and employs both proprietary and third-party approaches.

Michael Weinberg is a financial advisor at New Edge Wealth with 35 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services from 2008 to 2022. Outside of his advisory role, he manages Weinberg Family Holdings, LLC, an entity established to handle employment income and expenses among partners. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, separately managed accounts, and alternative investments.

Ivan Palacino is an investment advisor representative at Bolton Securities Corporation with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bolton Global Asset Management and Bolton Global Capital since 2023. Prior to that, he spent eight years with Morgan Stanley Private Bank and nine years with Morgan Stanley. He is also the owner of Pala Capital, LLC, which operates Bolton 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 investment approach is advisor-driven, focusing on tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical adjustments.

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 with StoneX Advisors Inc. in Miami, FL, holding a Series 66 designation and two years of industry experience. Before joining StoneX Advisors, he worked at StoneX Securities Inc., Sherwood Food Distributor, Intercam Securities, Inc., and Banrisul Bank’s Miami Branch. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm uses a variety of investment strategies and platforms to implement portfolios, including proprietary models and third-party managers.

Luis Valenzuela Cassani is a financial advisor at BBVA Global Wealth Advisors, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining BBVA Global Wealth Advisors in 2024, he worked at BBVA Mexico SA for four years and Casa de Bolsa Scotiabank for four years. BBVA Global Wealth Advisors serves individual and high-net-worth clients, as well as businesses and family offices, primarily through portfolio advisory and wrap-fee programs with a mostly non-discretionary asset management approach. The firm uses an investment process that combines strategic and tactical asset allocation based on client risk profiles and research from BBVA S.A.’s Global Wealth Investment Committee and third-party model providers.

Mark Hamende is a financial advisor with Lasalle St. Investment Advisors, L.L.C. in Coral Gables, FL, holding Series 63 and Series 65 credentials and having 37 years of industry experience. He has been with Lasalle St. Securities since 2009. Outside of his advisory role, he is an owner and landlord of an apartment building and a passive investor in a cupcake business. LaSalle St. Investment Advisors provides personalized fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, employs a diverse asset mix, and oversees substantial non-discretionary assets relative to discretionary ones.