Edward Ruiz is a financial advisor with New Edge Wealth in Coral Gables, FL, holding a Series 66 designation and one year of industry experience. Prior to joining New Edge Wealth, he worked at Morgan Stanley for two years and served with the University of Miami Police Department for three years. Outside of finance, he has experience in small business operations with Mojo Donuts. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supplemented by AI-assisted analytics.

Odalis Lopez is a financial advisor with Chelsea Advisory Services, Inc. in Miami, FL, holding a Series 65 designation and 25 years of industry experience. Prior to joining Chelsea Advisory Services in 2019, Lopez worked at IFS Securities and G.A. Repple and Company. Outside of advisory work, Lopez is involved in health insurance sales through Sterling Benefits Group, LLC and life insurance and annuity sales via Odalis M. Lopez Financial Associates, LLC. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm focuses on long-term, fundamental investment strategies and generally manages accounts on a discretionary basis, emphasizing diversified portfolios and periodic compliance reviews.

Bernardo Amado De Romana is a financial advisor at BBVA Global Wealth Advisors, INC. He holds a Series 65 designation and has approximately one year of experience at the firm, with prior roles including positions at APUCORP and academic institutions. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm employs a non-discretionary investment approach, mapping each client’s Investor Risk Profile to investment guides developed with input from BBVA S.A.’s Global Wealth Investment Committee, combining strategic and tactical asset allocation.

Jimmy Gonzalez is a financial advisor at Belpointe Asset Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Anthem Advisors, Perigon Wealth Management, and Slow Capital. Outside of advising, he serves as a senior advisor for a cookware distribution company and is the CFO of a grocery investment group. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for thousands of clients, offering discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers. The firm implements customized portfolios across a range of advisory styles and sponsors various affiliated funds and investment vehicles.

Gregory Pool is a CFA® charterholder and financial advisor at NewEdge Wealth with two years of industry experience. Prior to joining NewEdge Wealth in 2023, he worked at Wellington Management for 23 years. He has made an investment in the development of a multifamily home project. 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 a diversified investment approach that includes model strategies, separately managed accounts, and alternative exposures across multiple asset classes.

Roberto Ruiz Velez is a financial advisor with Boreal Capital Management LLC in Miami, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at PNC Investments, BBVA Securities Inc, and Insigneo Advisory Services LLC. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm uses an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across multiple asset classes.

John Cross IV is a financial advisor with Arax Advisory Partners in Coral Gables, FL, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at USCA Securities LLC, U.S. Capital Wealth Advisors, Laidlaw & Company (UK) Ltd, Laidlaw Wealth Management, and Wells Fargo Advisors. He serves as Chief Investment Officer and Director of the Marion Moore Foundation, a privately funded charitable organization. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with notable use of performance-based fee arrangements and carried-interest structures for qualified investors.

Oscar Guevara is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2016. Guevara is also the President of O.E.G. Capital Group and serves as its managing director. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a range of management approaches and investment vehicles, emphasizing a primarily long-term investment strategy.

Jerry Orosco is a financial advisor at Insigneo Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intercontinental Wealth Advisors LLC and Corient Services LLC. 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 combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing both proprietary and third-party strategies across various asset classes.

Marco Fernandez Celorio is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Mora Capital Management, LLC and has previously worked at Boreal Capital Securities LLC and UBS in both New York and Mexico. Mora Capital Management provides investment management and family-wealth advisory services to institutional and high net worth clients, offering customized discretionary portfolios as well as non-discretionary consulting and wealth services. The firm employs an open-architecture investment process combining fundamental and technical analysis, third-party manager selection, and structured products tailored to client objectives.

Leopoldo Ferris Wallis is a financial advisor at Insigneo Advisory Services, LLC with 14 years of industry experience. His prior roles include positions at Oppenheimer & Co. and Morgan Stanley Private Bank. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, blending committee-driven model portfolios with advisor-led portfolio construction and employing global asset classes, including emerging markets and foreign currencies.

Annette Manon is a financial advisor at Boreal Capital Management LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mora Wealth Management LLC and Mora WM Securities since 2012. Boreal Capital Management provides investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across various asset classes.

Tatianna Martinez Ventura is a financial advisor at Snowden Capital Advisors LLC with 22 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities, utilizing a diverse range of investment tools and third-party manager programs.

Marcus Carbajal is a CFP® professional with experience at Evensky & Katz/Foldes Wealth Management since 2022. Prior to joining the firm, he worked at 1st Convenience Bank and held positions at Texas Tech University and Texas Tech Hospitality Services. Evensky & Katz/Foldes Wealth Management provides fee-only wealth management and investment advisory services to individuals, trustees, retirement plans, charities, and small businesses. The firm employs a wealth-management approach centered on client goals, using strategic asset allocation with a core-and-satellite equity framework that incorporates low-cost index funds and ETFs alongside specialty and alternative investments where appropriate.

Christian Watson is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 65 designation and 20 years of industry experience. He has worked at Insigneo Advisory Services since 2018 and previously spent 14 years at HB Asset Management. Watson serves on the advisory board of St. John Neumann Catholic School in Miami. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base, including individuals, corporations, trusts, institutions, and banking entities. The firm offers customized portfolios, third-party manager oversight, and proprietary private placement vehicles, employing a disciplined investment process that integrates firm-modeled strategies and independent macroeconomic research.

Vicent Costa is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes over a decade at Mercantil Commercebank. He is associated with a non-securities related pass-through entity, Costa Global Advisors LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and committee-overseen investment strategies incorporating equities, fixed income, alternatives, and private placements, with services ranging from managed accounts to consulting and private placement advisory.

Diana Helliwell is a financial advisor at Bolton Securities Corporation with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Bolton Global Asset Management since 2021 and Bolton Global Capital since 2015. She is also a co-owner of Amity Wealth Management, Inc., an entity involved in securities and investment advisory activities. 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 advisor-driven and typically employs mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing tactical adjustments.

Christian Gherardi is a financial advisor at Snowden Capital Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Snowden Lane Partners and Bulltick Wealth Management. Outside of his advisory role, he is the owner and president of C.M.G. Investment Alternatives, LLC, a holding company focused on real estate. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, combining multi-team scale with institutional capabilities.

Michael Averett is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Insigneo and its related entities since 2024, with prior experience at Bolton Global Capital and Citi International Personal Banking. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that includes committee-driven model portfolios and advisor-led individualized strategies incorporating global asset classes and emerging-market exposures.

Pedro Isern is a financial advisor with Insigneo Advisory Services, LLC in Coral Gables, FL, holding Series 63 and Series 65 registrations and seven years of industry experience. His prior roles include positions at Natixis Investment Managers and Plus International Bank. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and committee-overseen investment solutions across multiple asset classes, utilizing both proprietary and third-party strategies.