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 at StoneX Advisors Inc. based in Miami, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at StoneX Securities Inc., Sherwood Food Distributor, Intercam Securities, and Banrisul Bank. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm utilizes multiple investment strategies and platforms, offering both advisor-managed portfolios and model-based solutions.

Luis Valenzuela Cassani is a financial advisor at BBVA Global Wealth Advisors, Inc. with one year of industry experience. His prior roles include positions at BBVA Mexico SA and Casa de Bolsa Scotiabank. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices through a network of Financial Advisors. The firm combines strategic and tactical asset allocation using BBVA S.A.’s fund research and third-party resources, offering diversified portfolios with periodic reviews and rebalancing.

Mark Hamende is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 37 years of industry experience. He has been with LaSalle St. Securities, LLC since 2009. Outside of advisory work, he is the owner of an apartment building where he resides and is a passive investor in a cupcake business. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to a range of clients including individuals, trusts, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary investment programs and manages a notable mix of assets with a predominance of non-discretionary accounts.

Karem Andraus is a financial advisor at Insigneo Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer for two years. Prior to his advisory career, he was involved in entrepreneurial activities including running Madia Cake Design for five years. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a broad range of clients including individuals, corporations, trusts, and institutional clients. The firm uses a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and allowing for client-imposed investment restrictions.

Ricardo Ruiz Velez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at PNC and BBVA-affiliated firms prior to joining Insigneo in 2023. He is also involved with Insigneo Advisory Services LLC as an investment advisor. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, institutional clients, and banking institutions. The firm’s investment approach combines customized allocations by individual advisors with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and both proprietary and third-party strategies.

Armando Fernandez is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at American Portfolios Financial Services, Inc. and Osaic Advisory Services. Outside of his advisory role, he is involved with 1TPTR Inc., an educational community for traders that share ideas and research. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of services including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored to client objectives and risk tolerance.

Luis Zapata is a financial advisor with Santander Securities LLC in Miami, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Santander Securities since 2019 and has experience with HSBC Securities and HSBC Private Bank International from 2014 to 2017. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm offers investment management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary managers and providing ongoing compliance oversight and optional tax and ESG overlays.

Catalina Cadavid is a financial advisor at BBVA Global Wealth Advisors, Inc. with 22 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining BBVA Global Wealth Advisors in 2023, she worked for Lloyds Bank Singapore from 2015 to 2022. 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 detailed risk profiling and leverages BBVA S.A.’s fund research alongside third-party resources.

Marcos Segrera is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Evensky & Katz/Foldes Wealth Management and has been with the firm since 2018. Prior to that, he worked at Western International Securities, Inc. and Loyola Asset Management LLC. He is a founding member of the YMCA Young Professionals group. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes comprehensive financial planning and portfolio management using a core-and-satellite investment approach incorporating low-cost index funds, tax-efficient strategies, and independent manager selection.

Martin Talmasky Silbert is a financial advisor at Bolton Securities Corporation with 27 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at CitiGroup and Insigneo Advisory Services. Outside of his advisory role, he owns Aires Capital Advisors, LLC, a business established for tax purposes, and provides administrative services for his wife’s real estate company. Bolton Global Asset Management offers asset management and financial planning services to individual, corporate, and institutional clients. The firm employs a range of management strategies and products, emphasizing a long-term investment approach while allowing for flexibility in trading and portfolio structures.

Marc Silverman is a CFP® and ChFC® with 40 years of industry experience. He is affiliated with Geneos Wealth Management, Inc. and has held roles at Silverman Financial since 1989. Outside of financial advising, he is the managing member of an aviation organization, Carmarc LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through various account types, and access to third-party money managers, employing a range of analytic approaches and investment strategies.

Alejandra Aragones is a financial advisor at Insigneo Advisory Services, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services and Robert Half. Outside of financial advising, she is involved in the sale of fine jewelry through Af Shop LLC. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with individualized advisor-led portfolio construction. The firm offers both discretionary and non-discretionary portfolio management and includes cross-border investment options and third-party manager oversight.

Angel Sanz Alonso is a financial advisor at Mora Capital Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Boreal Capital Securities, LLC, Mora Wealth Management AG, and Andbank. 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 that integrates fundamental and technical analysis, third-party manager selection, and customized index solutions, offering both discretionary management and non-discretionary consulting.

James Knall is a financial advisor at Sapient Capital LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co., Inc. for 18 years. Outside of his advisory role, Knall serves as a board member and consultant for the nonprofit Endeavour Miami Inc. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary when advising retirement accounts under ERISA/IRC standards.

Ricardo Morean is a Series 66-licensed advisor with Bolton Securities Corporation, bringing 30 years of industry experience. He has held positions at Bolton Global Capital since 2016, RBC Capital Markets, and Wells Fargo Clearing. Ricardo is also Managing Director for Bolton Global Capital and co-owner and Managing Director of Brightstone Capital, where he spends significant time on management and investment services. Bolton Global Asset Management provides asset management and financial planning to individuals, corporate and institutional clients, and charitable organizations. The firm offers customized wealth management through a network of independent investment adviser representatives, utilizing a range of investment vehicles with an emphasis on a long-term approach.

Fernando Panizzutti is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 21 years of industry experience. He has previously worked with Bolton Global Asset Management, Bolton Global Capital, BTG Pactual US Capital, LLC, and Wells Fargo Advisors. Outside of his advisory role, he owns a consulting entity and a business in Brazil operating real estate unrelated to his financial services. Bolton Global Asset Management provides asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm uses a long-term investment approach with a range of portfolio management options, employing a combination of internal and third-party managers, and offers services through an affiliated broker-dealer network.

Christian Bagshaw is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Raymond James & Associates from 2016 to 2018 before joining Insigneo in 2018. He is the owner of Bagshaw Asset Management, LLC, a business used to manage non-securities related expenses. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed portfolios, third-party manager oversight, and a wrap fee program. The firm employs a committee-driven investment process combined with individualized advisor portfolio construction and includes cross-border investment capabilities.

Alvaro Alonso is a financial advisor with Northern Trust Securities, Inc. in Miami, FL, holding a Series 66 designation and six years of industry experience. He has been with Northern Trust Securities since 2019 and previously worked at Northern Trust Bank from 2015 to 2019. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients, utilizing a model-driven approach that combines proprietary and third-party investment products. The firm operates within a large banking holding company and offers integrated custody, brokerage, and advisory services.

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.