Conny De La Torre is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Bolton Securities Corporation. She has held positions at Bolton Global Asset Management and Bolton Global Capital since 2023, and previously worked with Morgan Stanley Private Bank and Morgan Stanley from 2014 to 2023. She is co-owner and principal of two LLCs used for personal and accounting purposes unrelated to investment services. Bolton Global Asset Management is a registered investment adviser offering asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm provides customized wealth management through independent advisers and a variety of portfolio management options, employing a primarily long-term investment approach with flexibility for other strategies.

Kyle Hernandez is a Series 66 registered financial advisor with eight years of industry experience. He is currently with Insigneo Advisory Services, LLC and has previously worked at Kovack Advisors, Inc., Ameriprise, and OIG Wealth Management, LLC. Hernandez also serves as Vice President and Investment Advisor at Honest Wealth LLC. 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’s investment approach uses customized allocations alongside firm-modeled multi-asset portfolios, incorporating a range of asset classes and both proprietary and third-party strategies.

Felipe Ballestas is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has worked with Bolton Global Asset Management since 2016 and previously operated Ballestas Advisors LLC. Outside of his advisory work, he is the owner and president of Columbus Marine Ventures, Ltd., which operates a pleasure motor yacht for rental purposes. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a network of independent advisers and utilizes internal and third-party managers to deliver customized wealth management, focusing primarily on long-term investment strategies using mutual funds, ETFs, equities, and fixed income.

Ariel Kay is a Series 66-licensed financial advisor with Bolton Securities Corporation in Miami, FL, and has 17 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital since 2013. Outside of her investment advisory work, Kay is a licensed real estate agent in Florida and co-owns a boating 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, retirement plans, and banks. The firm’s independent adviser-driven approach customizes portfolios using a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

Juan Pedro Umbert is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 65 and Series 63 designations with five years of industry experience. His prior roles include positions at Percy Avetrani, M Kevin Lawhon, and Northwestern Mutual's various entities. BBVA Global Wealth Advisors serves individuals, high-net-worth clients, businesses, and family offices through a network of financial advisors offering portfolio advisory, wrap fee programs, and access to model portfolios. The firm employs risk-profile-based asset allocation using both BBVA S.A.’s fund research and third-party resources, incorporating a mix of mutual funds, ETFs, UCITS, structured products, and individual securities.

Muhammad Zia is a financial advisor at B. Riley Wealth Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including National Asset Management and National Securities Corp. Outside of his advisory role, he is the owner and president of an auto lease brokerage, MZ Auto Leasing Inc. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets and serving over 16,000 clients. The firm provides a broad range of services to individuals, high-net-worth clients, charities, corporations, and retirement plans through multiple advisory programs and proprietary asset allocation models.

Jose Cano is an investment advisor representative with Bolton Securities Corporation based in Miami, FL. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to joining Bolton Global Asset Management and Bolton Global Capital in 2021, he worked at Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, Cano serves as executor for a family estate in Mexico City and manages JJCV Capital, LLC, an entity created to operate securities and advisory businesses with Bolton. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, as well as banks, trusts, estates, and charitable organizations. The firm employs a variety of investment strategies incorporating mutual funds, ETFs, individual equities, and fixed income, with a focus on long-term portfolio management while allowing for shorter-term trading and option strategies.

Eduardo Borberg is a financial advisor at GenTrust with 10 years of industry experience and holds a Series 65 designation. He previously worked at Financorp Group International Corporation for a total of eight years. He serves on the Board of Directors of Financorp, a broker-dealer and FINRA member. GenTrust is an SEC-registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, pooled vehicles, and institutional clients. The firm’s investment approach combines fundamental, technical, and macroeconomic analysis with scenario-based risk management and uses AI-enabled tools alongside human oversight.

Luis Delgado is a financial advisor at Mora Capital Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Boreal Capital Securities LLC, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Outside of his advisory role, he manages LADC Capital Management LLC, focusing on insurance solutions including life insurance and annuity products. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm operates an open-architecture investment platform that utilizes fundamental and technical analysis across various asset classes, managing both discretionary and non-discretionary assets with additional capabilities in pooled vehicles and private funds.

Andres Kovacs is a CFA® charterholder with experience at BBVA Global Wealth Advisors, Inc. and Vizcaya Capital, among other roles. He is currently based in Miami, FL, and has held both advisory and academic positions. 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 uses a combination of strategic and tactical asset allocation informed by internal and third-party research, offering portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

Jose Lau is a financial advisor at BBVA Global Wealth Advisors, Inc. with 17 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at several firms, including PNC Investments and Actinver Securities. Outside of his advisory role, he is involved with BBVA Global Wealth Insurance, Inc., referring clients to the insurance agency. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a structured approach that combines strategic and tactical asset allocation with a diverse selection of investment products, supported by proprietary and third-party research.

Antonio Oliveira Moura is a financial advisor at Mora Capital Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Efg Capital International Corp since 2005 and Efg Capital Advisors Inc from 2016 to 2019. He serves as an observer to the Central America Bottling Corp Board of Directors meetings without compensation. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm employs an open-architecture investment approach across multiple asset classes and manages both discretionary and non-discretionary assets.

Omar Morillo is a financial advisor with Mariner Independent, holding CFP® and ChFC® designations and the Series 66 license, with 10 years of industry experience. He has worked at multiple firms including Imperio Wealth Advisors, which he founded, and Purshe Kaplan Sterling Investments. Outside of advisory work, he owns Jetsetter Fulfillment, LLC, an online merchandise sales business. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management through both model portfolios and discretionary management, supported by a platform that integrates institutional resources and third-party managers.

Kristopher Fulwood Davis is a financial advisor at Trajan Wealth, L.L.C. with 4 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at Fisher Investments, TIAA, and JPMorgan Chase Bank. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ specific risk tolerances, tax situations, and other circumstances.

Luiz David Azambuja is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at multiple firms, including Kovack Securities, Capital Guardian, and Rehmann Wealth, before joining Insigneo in 2018. Azambuja serves as Vice President and committee participant for the Brazilian American Chamber of Commerce of Florida and is a director and shareholder of Protector International Services 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 incorporates global asset classes and emerging-market exposures and manages both discretionary and non-discretionary accounts.

Alvaro Quintero is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies for ultra-high-net-worth individuals, families, and corporations both in the United States and abroad. He focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. With a client focus that includes corporate executive services, executive compensation, family wealth management strategies, institutional consulting, and international wealth management, Alvaro brings over 20 years of experience to his role. His approach emphasizes simplicity and transparency in the complexities of investing, aiming to help clients understand the investment landscape, pursue their financial aspirations, and monitor their results and associated risks. Alvaro holds a Bachelor's Degree from Pontificia Universidad Javeriana, has completed certificate programs at Universidad Externado de Colombia and the University of Miami, and earned an MBA from the Kellogg School of Management at Northwestern University. He is fluent in Spanish and English. Outside of his professional work, Alvaro enjoys basketball, hiking, music, reading, scuba diving, soccer, spending time with his family, traveling, watching movies, and practicing yoga.

Gary Gonzalez is a Series 65 licensed financial advisor at Modera Wealth Management, LLC with 18 years of industry experience. He previously worked at Northstar Financial Planners, Inc. for 19 years before joining Modera in 2026. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines traditional investment management with in-house accounting and tax services, supporting a diversified asset allocation approach grounded in Modern Portfolio Theory.

Felipe Valbuena Ospina is a CFP® and Series 66 credentialed financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. His prior roles include positions at VectorGlobal WMG and EFG Capital International, as well as EFG Bank. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led strategies with global and emerging market exposures.

Maria Gonzalez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at PNC Managed Account Solutions, Inc. and BBVA Wealth Solutions Inc., among others. 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 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.

Tony Dubose is a financial advisor at Modern Wealth Management, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at LWM Advisory Services, LLC and Legacy Wealth Management Inc. Outside of his advisory role, Dubose is a contract commercial pilot. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans using a centralized investment process supported by model portfolios, third-party managers, and various planning services.