Ricardo Dominguez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining Mutual of Omaha, he has held roles in healthcare and consulting, including owner and concierge pharmacist at Amrick Health LLC and staff pharmacist at Walgreens. He is also involved in real estate on a referral basis through The Valenzuela Real Estate Group and works as an independent health insurance broker with Carepoint. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs primarily through platform partnerships with Envestnet and Pershing.

Sergio Sotolongo is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2023, and previously spent over a decade with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner and manager of SDS Wealth Management, LLC. 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, and retirement plans. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios using a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term focus while allowing tactical trading and rebalancing.

Joseph Raieta is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Snowden Account Services Inc since 2015. Raieta is a member of the Greater Miami Chamber of Commerce, where he participates in discussions on regional business development. 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, financial and estate planning, and utilizes multi-team resources alongside institutional capabilities.

Manuel Martinez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 24 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, and previously at Sabadell Securities USA and Sabadell Bank. Outside of his advisory work, Martinez is an author and playwright with multiple published novels and theater plays. Bolton Global Asset Management provides a range of asset management and financial planning services to individual and institutional clients, including high-net-worth investors and charitable organizations. The firm’s adviser-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities with a long-term focus while allowing tactical adjustments.

Justine Ochoa is a financial advisor with IHT Wealth Management LLC in Miami, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining IHT Wealth Management and LPL Financial in 2018, she worked at Yelp and the University of Illinois Foundation. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach utilizing fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisors.

Richard Perez is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, AXA Advisors, LLC, and was self-employed before joining Portfolio Medics. Outside of his advisory role, he owns Cousin Richie Enterprises, LLC, an online sales and writing tutoring business. Portfolio Medics is an SEC-registered firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches across various model portfolios and strategies.

Jose Vidal is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is also the owner of JAV Wealth Management LLC, a pass-through entity for tax purposes. 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 combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and permitting client-imposed investment restrictions.

May Cheung is a CFP® with 23 years of industry experience, currently with CW Advisors, LLC. Her prior positions include roles at Congress Wealth Management LLC, Pinnacle Advisory Group, and The Enrichment Group, Inc. She holds a Series 63 license and is based in Miami, FL. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies and is part of the larger Osaic corporate group, offering additional trust, lending, and alternative investment services.

Jose Balmaceda is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes positions at Edward Jones and Robinhood Financial, LLC. Outside of finance, he owns a vintage film camera sales business, Life By Zay LLC. Insigneo Advisory Services provides investment advisory and consulting to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led construction, incorporating global and emerging-market exposures.

Felipe Mejia is a CFP® certificant with 10 years of industry experience, currently serving at Advisors Capital Management, LLC since 2023. His prior roles include positions at Northstar Financial Planners, Inc., Charles Schwab Bank, Charles Schwab, and Valic Financial Advisors. Advisors Capital Management, LLC provides discretionary portfolio management as an outsourced investment manager to individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm utilizes a combination of top‑down macro analysis and bottom‑up security selection across fundamental, quantitative, and qualitative strategies, managing over $8.1 billion in discretionary assets.

Ana Gonzalez Davila is a financial advisor with New Edge Wealth in Coral Gables, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services Inc., RXBAR, Blueprint Wealth Alliance, and the University of Miami. She is involved in sales assistance for investment-related business serving ultra-high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary solutions, and technology tools including AI-assisted analytics.

Gustavo Soares Zuquim Nunes is a CFA® charterholder and holds a Series 66 license, currently working at Santander Securities LLC with three years of industry experience. His prior roles include positions at Santander International Private Banking, Andbanc Brokerage LLC, Andbanc Advisory LLC, and BTG Pactual US Capital LLC. Outside of advisory work, he is an investor in a private equity investment fund, KKR Private Equity Conglomerate LLC. 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 third-party managers and centralized compliance and reporting.

Victor Hernandez is a financial advisor at Bolton Securities Corporation with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including JPMorgan Chase Bank, M.S. Howells & Co., and NewEra Wealth Advisors, where he serves as co-owner and Managing Director. Bolton Global Asset Management, where Victor is registered, provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a variety of investment vehicles and distinguishes itself through its affiliation with a broker-dealer and its comprehensive service model.

Nelson Vallin is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at HSBC Bank USA, N.A., and HSBC Securities (USA) Inc. Outside of his advisory work, he has acted in commercials on occasion. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and a dedicated Investment Committee to monitor performance across a broad range of asset classes.

Nathalie Fernandez is a financial advisor with Arete Wealth Advisors, LLC in Miami, FL, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Merrill and Bank of America, as well as involvement with One Sotheby's International Realty and Own Realty, LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels in its service offering.

Maria Acevez is a financial advisor at Insigneo Advisory Services, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked previously at VectorGlobal WMG and Torre Q. Outside of financial advising, she owns and manages Caiman Contemporary LLC, a business focused on buying and selling artwork. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients. The firm offers discretionary and non-discretionary portfolio management through a blend of committee-driven model portfolios and individualized advisor-led construction, incorporating global asset classes and macroeconomic research.

Daniel Dragone is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Capital Management, and Bradesco Investments Inc. He also served as Vice President Product Owner at Bradesco Global Advisor. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs focused on non-discretionary management. The firm’s investment process integrates client risk profiles with global research and combines strategic and tactical asset allocation, with clients generally retaining final decision authority over trades.

Juan Sarracino is a financial advisor at Snowden Capital Advisors LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and operated independently. Outside of finance, he was involved with Sarracino Gallery from 2016 to 2019. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs, combining multi-team scale with institutional capabilities and frequent use of third-party managers.

Monica Cleves is a financial advisor at Insigneo Advisory Services, LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Vectorglobal IAG, Inc. and VectorGlobal WNG. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm employs 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.

Milagros Perez Leal is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, Loyola Asset Management LLC, and Western International Securities, Inc. Outside of financial advising, she is a licensed real estate agent with Keller Williams. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base that includes individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s investment approach is tailored to client goals and risk tolerance, utilizing a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.