Santiago Bonells is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Santander in 2022. 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 various wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with discretionary model management and ongoing suitability reviews.

Bruno Gomez Acebo Borbon is a financial advisor at Boreal Capital Management LLC with five years of industry experience. He holds the Series 66 designation and previously operated as a self-employed advisor for nine years before joining Boreal Capital Securities LLC. Outside of his advisory role, he is involved in client referrals for Provi-Capital Partners, an investment banking and M&A firm, receiving a portion of revenues generated from referrals. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm employs an open-architecture platform combining internal management with third-party and affiliated sub-advisers across a range of asset classes, serving both U.S. and non-U.S. clients.

Humberto Garcia De Alba Carrillo is a CFA® charterholder with one year of experience at BBVA Global Wealth Advisors, Inc. He previously worked for ten years at BBVA S.A. in Miami, FL. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs with a predominantly non-discretionary asset management approach. The firm’s investment process incorporates client risk profiling and leverages both BBVA S.A.’s global investment research and selected third-party models, maintaining an international focus and a structure that emphasizes client approval for trades.

Sebastian Ramos is a financial advisor at Snowden Capital Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Snowden Lane Partners, Wells Fargo Clearing, and Scottrade, Inc. 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 financial and estate planning, utilizing multi-team resources and institutional capabilities to manage a diverse range of client assets.

Leon Alvarez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at VectorGlobal WMG, Wells Fargo Clearing, and Mercantil Commercebank N.A. He has also been involved as a landlord of income properties in Miami, FL. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios and individualized advisor-led portfolio construction with third-party macroeconomic research. The firm offers a range of portfolio management options, including the Insigneo Multi Asset Portfolios and proprietary funds, with an investment approach that includes global and emerging-market exposures.

Daniel Nunes is a financial advisor at StoneX Advisors Inc. in Miami, FL, with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including BTG Pactual, UBS Financial Services, and Morgan Stanley. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through a combination of independent financial advisors and an in-house Private Client Group. The firm uses a range of platforms and third-party managers to implement customized investment strategies.

Gladys Lopez is a financial advisor at Snowden Capital Advisors LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing Services, Fidelity Investments, and Snowden Lane Partners. 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 custom model portfolios, often utilizing third-party managers while maintaining overall client oversight.

Christian Felix is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2016 and previously worked at Bank of America and Merrill Lynch. Felix is the managing partner of Elite Global Advisors, Inc., an advisory business he owns and operates. 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 IAR-driven approach with tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, and offers access to third-party managers, custodial wrap programs, and model portfolios.

Ricardo Quiros is an investment advisor representative at Bolton Securities Corporation with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, as well as Bank of America and Merrill prior to that. Quiros is the owner and managing director of Caoba Capital Wealth Management, where he also serves as an investment portfolio manager. 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, and corporations. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios using a variety of investment vehicles with a generally long-term orientation.

Sammy Santacruz is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Morgan Stanley and CITIGROUP. Outside of finance, he is a member of Gadget Fortress LLC, a business involved in reselling video games online. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions, offering services that include ETF-based Robo Portfolios and personalized financial advice. The firm uses model portfolios based on Modern Portfolio Theory and serves over 83,000 clients with a focus on retail and high-net-worth individuals.

Felipe Caicedo Llano is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley for seven years before joining Insigneo in 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction, including global and emerging-market exposures.

Ignacio Barcena is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Insigneo Advisory Services and Insigneo Securities since 2021 and previously spent 12 years with Wells Fargo Clearing and Wells Fargo Advisors. Barcena is also the owner of Tempano Investments LLC, a pass-through entity for tax purposes. 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 a range of services such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting, using a combination of customized allocations and firm-modeled portfolios overseen by an investment committee.

Juan Campuzano is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Truist Advisory Services and Sanctuary Advisors LLC. Outside of his advisory role, he is the owner and manager of Bull Capitale, LLC, a real estate investment company. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers customized allocations and firm-modeled multi-asset portfolios, utilizing a range of investment strategies and third-party research.

Juan Villalonga Tallada is a financial advisor at Boreal Capital Management LLC with a Series 65 designation and experience at Banco Santander International and Tallalar SA. He has been with Boreal Capital Management since 2025. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal management with third-party sub-advisers across various asset classes and serves a diverse client base including high-net-worth and non-U.S. clients.

Gonzalo Milian is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Raymond James & Associates and Premier Capital Advisors LLC. He is also the owner of GM Capital Partners, LLC, an investment-related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm employs a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing client-imposed investment restrictions.

Alexandro Ampudia Tommasi is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 20 years of industry experience. He previously worked at Mora WM Securities, LLC for ten years before joining Bolton Global Asset Management and Bolton Global Capital in 2025. He is also the owner and director of TOMAX Financial Advisors, LLC, a separate business operated from his residence. 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 IAR-driven approach that tailors portfolios to client goals and risk tolerance, using a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Minerva Santos is a financial advisor at Insigneo Advisory Services, LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at BBVA and PNC in various capacities. 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 offers a range of managed accounts, proprietary portfolios, and consulting services, utilizing customized allocations and third-party research to monitor performance.

Daniel Aymerich is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Since 2016, he has worked with Bolton Global Asset Management and Bolton Global Capital. He is also co-owner and managing member of AR Advisors International, LLC, where he serves as trustee of the firm's profit-sharing 401(k) plan. 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 advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.

Jose Rodriguez is a CFP®-designated financial advisor with 30 years of industry experience. He has worked at Citigroup Global Markets for 11 years before joining Insigneo Advisory Services, LLC in 2018, where he currently serves as a financial advisor. He is dually registered with Insigneo Securities and spends approximately five hours per month on advisory activities. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers a range of managed account solutions and employs a combination of customized allocations and firm-modeled portfolios, incorporating third-party research and oversight by an Investment Committee.

Russell Dow is a financial advisor with Bolton Securities Corporation based in Miami, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Bolton Global Capital since 2005 and Bolton Global Asset Management since 2009, and currently serves as President and Senior Portfolio Manager of Dow Wealth Management, LLC. Outside of his advisory roles, he is involved in technology development through Dow Software, LLC, which develops and sells investment-related software, and he co-owns a family-operated publishing company. He is also a co-owner of H & Z Ranch, LLC, which manages a horse ranch. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients through customized portfolio management and financial planning services. The firm employs a combination of internal management and third-party asset managers, offering investment solutions primarily utilizing mutual funds, ETFs, individual securities, and fixed-income products with a typically long-term focus.