Elizabeth Amarillo is a financial advisor at Bolton Securities Corporation with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Bolton Global Asset Management and Bolton Global Capital since 2016. Outside of her advisory role, she is a notary public. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and banks. The firm employs an IAR-driven approach using a mix of mutual funds, ETFs, equities, and fixed income with a generally long-term orientation, while also offering access to third-party managers and wrap-fee platforms.

Catalina Ballestas is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, JPMorgan Securities, and PricewaterhouseCoopers, as well as academic experience at IE University and the University of Notre Dame. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach with portfolios built from mutual funds, ETFs, equities, and fixed-income securities, and operates through a network of independent advisers using both internal and third-party management programs.

Luisa Muro is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 19 years of industry experience. She previously worked at Morgan Stanley from 2011 to 2023 before joining Bolton Global Asset Management and Bolton Global Capital. Outside of her advisory role, she is the owner and manager of Venti8 Inc., a personal business established in 2023. 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 independent adviser representative model with a long-term investment approach that incorporates mutual funds, ETFs, equities, and fixed income, alongside tactical trading and rebalancing.

Maria Fernandez is a Series 66-licensed financial advisor with Bolton Securities Corporation in Miami, FL, with 18 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital since 2015. Outside of her advisory roles, Maria owns Beginning Anew Coaching, LLC, a transitional coaching company focused on advising women on retirement strategies. 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 banks. The firm’s approach is IAR-driven, tailoring portfolios to client goals and risk tolerance through mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation.

Rodrigo Reyes De La Luz is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation with one year of industry experience. He previously worked at BBVA Mexico from 2015 to 2025. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a combination of strategic and tactical asset allocation based on proprietary and third-party research, offering diversified portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

Renata Mussalem Machado is a financial advisor at Insigneo Advisory Services, LLC with 19 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at Insigneo Advisory Services and Insigneo Securities since 2020, following six years at EFG Capital Advisors Inc and EFG Capital International Corp. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm utilizes a combination of committee-driven model portfolios and individualized advisor-led strategies, incorporating third-party macroeconomic research and global asset classes, including emerging markets and foreign currencies.

Fernando Perez Castillo is a Series 66 licensed advisor with nine years of industry experience. He is currently with Insigneo Advisory Services, LLC and Insigneo Securities LLC, having joined in 2023. His prior experience includes roles at Morgan Stanley, Itau International Securities Inc, and Banco Itau International. 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 offers discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, consulting, and private placement advisory services, employing customized allocations and firm-modeled strategies monitored by an Investment Committee.

Michael Edwards is a Series 66-licensed advisor at Kovack Advisors, Inc. in Coral Gables, FL, with 14 years of industry experience. He has worked at Kovack Securities, Inc. since 2017 and previously was affiliated with Capital Guardian, LLC and RIWM, LLC. Kovack Advisors is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing a risk-tolerance based approach supported by Envestnet platforms and both internal and third-party portfolio management solutions.

Graciela Perez is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Perez is also co-owner and managing partner of Perez Wealth Management, LLC, through which she operates 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 individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s investment approach is driven by independent advisor representatives who tailor portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.

Jorge Rivera Echevarria is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Prior to his current role, he was involved with Fundación UPENS Inc for ten years. He is also licensed as an insurance agent specializing in health and life insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and delivers managed solutions while operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Orlando Sthory is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 credentials and 10 years of industry experience. His prior roles include positions at Equitable Advisors, Grove Wealth Management, Inc., and his own independent practice. Outside of advising, he volunteers with the Greater Miami Chamber of Commerce. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients, offering portfolio management and financial planning primarily through managed advisory programs that utilize third‑party portfolio managers on the Envestnet platform. The firm combines advisory and commission‑based services within a credit-union affiliated structure.

William Beaney is a financial advisor at New Edge Wealth with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Florida Atlantic Securities Corp. Beaney is a passive owner of 14B Marketing Inc., a general marketing business unrelated to financial services. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients such as family offices and foundations. The firm focuses on asset allocation and investor behavior, offering tailored investment solutions that combine independent managers, model strategies, and proprietary tools supplemented by AI-assisted analytics under human supervision.

Claudio Messa Sanabria is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at PNC Bank and BBVA entities dating back to 2010. He also holds a role at BBVA Global Wealth Insurance, Inc., where he refers clients and receives referral fees. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices, utilizing a combination of strategic and tactical asset allocation with access to mutual funds, ETFs, UCITS, structured products, and individual securities. The firm integrates research from BBVA S.A. and third-party sources to support portfolio construction and offers regularly reviewed, non-discretionary 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 in Miami, FL, holding the Series 66 designation with 19 years of industry experience. He previously worked at JP Morgan Securities LLC for 13 years and held positions at TD Ameritrade and Morgan Stanley. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized fiduciary approach focused on long-term portfolio construction, utilizing ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

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.