Victor Hernandez is a financial advisor at Bolton Securities Corporation with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank and NewEra Wealth Advisors, where he is co-owner and Managing Director. Outside of his advisory work, Victor owns several residential rental properties in Miami. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning 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 mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Nelson Vallin is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at HSBC Bank USA, N.A., and HSBC Securities (USA) Inc. Outside of his advisory work, he has acted in commercials on occasion. 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 employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and a dedicated Investment Committee to monitor performance across a broad range of asset classes.

Nathalie Fernandez is a financial advisor with Arete Wealth Advisors, LLC in Miami, FL, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Merrill and Bank of America, as well as involvement with One Sotheby's International Realty and Own Realty, LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth 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 integrates affiliated financial businesses and product channels in its service offering.

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. He also served as Vice President Product Owner at Bradesco Global Advisor. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs focused on non-discretionary management. The firm’s investment process integrates client risk profiles with global research and combines strategic and tactical asset allocation, with clients generally retaining final decision authority over trades.

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.

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 with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Bank of America, U.S. Bank, J.P. Morgan Chase, and Hess & Llarena P.A. from 2020 to 2024. 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 focuses on non-discretionary asset management, aligning investment strategies with each client’s risk profile while leveraging BBVA S.A.’s global investment research and third-party model providers.

Laura Bertran De La Torre is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 65 and Series 63 licenses with three years of industry experience. Her prior roles include positions at Citigroup and Arvest Wealth Management. 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 aligns clients’ Investor Risk Profiles with investment guides developed in coordination with BBVA S.A.’s Global Wealth Investment Committee, combining strategic and tactical asset allocation.

Lonnie Ogulnick is a financial advisor with The Partners Wealth Management in Miami, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Securities America, Inc., Investacorp, and Ladenburg Thalmann & Co., Inc. Outside of his advisory work, he is the CEO of OG Money Motivation, where he engages in motivational sales coaching, podcasting, and authorship. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing internally developed models, third-party model providers, and outsourced investment managers through a mandatory platform integrating back-office and trading functions.

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 and a Series 65 credential. He has held leadership roles across multiple businesses, including serving as CEO of Vivid Dental Labs, a digital dental laboratory, and President and CEO of Precise Loans, which specializes in conventional and reverse mortgages. Shelton's background includes experience at several financial firms dating back to 2005. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors as well as institutional and corporate clients, offering financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, complemented by a range of oversight and operational tools for advisors.

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.