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., as well as experience in a startup environment. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices, primarily through portfolio advisory and wrap-fee programs. The firm employs a non-discretionary investment approach that incorporates strategic and tactical asset allocation based on client risk profiles and leverages input from BBVA S.A.’s Global Wealth Investment Committee and third-party model providers.

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.

Eduardo Morales Cruz is a financial advisor at Insigneo Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PAR5 Advisors LLC, Credicorp Capital LLC, StoneX Financial Inc., and JP Morgan Chase. He also serves as an Operations Manager for an affiliated investment-related firm. 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 such as banking and thrift institutions. The firm offers discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, using customized allocations and firm-modeled portfolios monitored through third-party research and periodic reviews.

Olesia Rasiuk is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at Morgan Stanley, AllianceBernstein, and Autonomous Research US LP. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including 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 incorporates third-party sub-advisers and a structured due-diligence process in its investment approach.

Alexander Tecle is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He previously worked at Fidelity Investments, Anthem Advisors, and Slow Capital. Tecle serves on the boards of Bahamas Marine Ecocentre, a marine science research organization, and Nu Deco Ensemble, a nonprofit organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers through customized portfolios and various advisory relationships.

Arturo Hierro Bohigas is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Loyola Asset Management LLC, Western International Securities, Inc., and Private Client Services LLC. Outside of his advisory work, he manages several entities related to property development investments and fixed life insurance sales. 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 retirement plans. The firm’s advisor-driven approach customizes portfolios using a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Carlos Bonadies is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Insigneo since 2019 and previously spent nine years at Citigroup. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm combines customized allocations with firm-modeled portfolios and uses third-party research to monitor performance, offering a range of investment options across multiple asset classes.

Fredy Rizo is a financial advisor at BBVA Global Wealth Advisors, INC. in Miami, FL, holding a Series 65 designation with one year of industry experience. His prior work includes positions at Bank of America, U.S. Bank, J.P. Morgan Chase, and Hess & Llarena P.A. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm’s investment approach combines strategic and tactical asset allocation based on client risk profiles, with most accounts requiring client approval before trades are executed.

Laura Bertran De La Torre is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 licenses with three years of industry experience. She previously worked at Citigroup for five years and has held positions at several other financial and economic organizations. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices through portfolio advisory and wrap-fee programs, primarily using a non-discretionary approach where clients retain final decision authority over trades. The firm’s investment process incorporates strategic and tactical asset allocation guided by BBVA S.A.’s global research and third-party models.

Lonnie Ogulnick is a financial advisor with The Partners Wealth Management in Miami, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Osaic Wealth, Securities America, Investacorp, and Ladenburg Thalmann. Outside of advising, he is the CEO of OG Money Motivation, where he focuses on motivational sales coaching, podcasting, and book sales. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management and financial planning through a multi-team advisor structure. The firm employs customized portfolio strategies using a variety of models and securities, with discretionary authority typically granted by clients.

Carlos Bonnin Lugo is a financial advisor with Insigneo Advisory Services, LLC, holding Series 65 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Burgiss Group and Citibank, and he is currently a vice-president and 50% owner of VPR Capital LLC, a real estate purchase business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and a range of investment strategies across multiple asset classes.

Donald Shelton is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds a Series 65 credential and has served as CEO or president of multiple companies including Vivid Dental Labs, a digital dental lab, and Precise Loans, which specializes in conventional and reverse mortgages. Shelton’s background also includes leadership roles in marketing and real estate operations. Simplicity Wealth serves a broad client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offers a managed account platform, and combines advisory services with technology solutions and operational support for other advisers.

Moran Tzaban Cohen is a financial advisor at Snowden Capital Advisors LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners since 2026. His prior experience includes roles at Truist Advisory Services Inc., Truist Investment Services Inc., and Safra National Bank of New York. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities and uses a variety of investment tools alongside ongoing due diligence and monitoring of third-party managers.

Dewi Evans is a financial advisor at Hoxton Wealth with one year of industry experience. He holds a Series 65 designation and has worked previously at GSB Capital Ltd., DeVere Acuma, Markets Index, and Christ College Brecon. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets, specializing in risk-based model portfolios and pension transfer advisory services for UK pension holders.

Gonzalo Mendoza is a financial advisor at Valor Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valor Advisors since 2014, including roles at related entities Valor Capital Management LLC and Valor Ins. LLC. Valor Advisors provides discretionary and non-discretionary portfolio management, investment consulting, business transaction advice, and consolidated reporting services. The firm serves ultra-high net worth families in Latin America, high-net-worth individuals, trusts, estates, charitable organizations, and corporate entities, emphasizing fundamental analysis and a long-term buy-and-hold investment approach tailored to each client’s financial profile.

Alejandro Trejo is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His prior roles include positions at PNC Investments, BBVA Securities Inc., and Compass Bank. Outside of advising, he is a partner in a technology company, GRENNEXUS, LLC. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices through portfolio advisory and wrap-fee programs, with a primarily non-discretionary asset management approach that integrates strategic and tactical asset allocation guided by BBVA S.A.’s global investment research.

Enrique Ortega is a Series 66 licensed financial advisor with Bolton Securities Corporation, based in Miami, FL, and has 14 years of industry experience. Prior to joining Bolton in 2023, he spent ten years at Citigroup. He is the author of a financial education book titled "Gestion Patrimonial 10.0," published in 2024. 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 employs an IAR-driven approach that customizes portfolios to client goals and risk tolerance, using a range of investment vehicles with a generally long-term orientation.