Firhan Choudhary is a financial advisor at B. Riley Wealth Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is involved in a car rental business as president of Beyond Mark. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through around 274 advisors, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a variety of advisory programs, financial planning, and retirement solutions, utilizing both proprietary and third-party investment models.

Daniel Richmond is a financial advisor with Mora Capital Management, LLC, holding a Series 66 credential and 22 years of industry experience. He is the sole owner of Richmond Capital Advisors LLC, an SEC-registered robo-advisor firm serving clients with smaller investment balances using algorithm-driven strategies. Richmond has previously worked with Boreal Capital Management LLC and Mora Wealth Management LLC. 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 combining fundamental and technical analysis, third-party manager selection, and customized solutions to meet client objectives.

Soraya Batista Garcia is a financial advisor at Bolton Securities Corporation with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has been associated with Bolton Global Asset Management and Bolton Global Capital since 2016. She is co-owner and managing partner of Batista Advisors LLC and PWA Family Office, LLC, entities involved in investment advisory services and advisor support programs. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management through a network of independent advisers, emphasizing a long-term approach while employing a variety of investment vehicles and strategies.

Trevor Latulas is a financial advisor with B. Riley Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at National Securities Corporation for 10 years before joining B. Riley Wealth Advisors in 2020. Outside of his advisory role, he is the owner of LATULAS HOLDING CORP, which is involved in expense management and participation in surveys. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations, managing approximately $4.21 billion in assets. The firm employs a variety of investment programs and platforms, such as Advisor-as-Portfolio-Manager and Envestnet-managed models, to tailor strategies for its clients.

Luis Ehlers is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Bank of America and Merrill. He is based in Miami Springs, FL. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and committee-overseen investment strategies across various asset classes and employs both proprietary and third-party approaches.

Michael Weinberg is a financial advisor at New Edge Wealth with 35 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services from 2008 to 2022. Outside of his advisory role, he manages Weinberg Family Holdings, LLC, an entity established to handle employment income and expenses among partners. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, separately managed accounts, and alternative investments.

Ivan Palacino is an investment advisor representative at Bolton Securities Corporation with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bolton Global Asset Management and Bolton Global Capital since 2023. Prior to that, he spent eight years with Morgan Stanley Private Bank and nine years with Morgan Stanley. He is also the owner of Pala Capital, LLC, which operates Bolton securities and investment advisory businesses. 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 investment approach is advisor-driven, focusing on tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical adjustments.

Maryam Matta is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, employing a long-term investment approach with diversified portfolios that include mutual funds, ETFs, equities, and fixed income. The firm operates through a network of independent advisers and offers both discretionary and non-discretionary portfolio management.

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 with StoneX Advisors Inc. in Miami, FL, holding a Series 66 designation and two years of industry experience. Before joining StoneX Advisors, he worked at StoneX Securities Inc., Sherwood Food Distributor, Intercam Securities, Inc., and Banrisul Bank’s Miami Branch. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm uses a variety of investment strategies and platforms to implement portfolios, including proprietary models and third-party managers.

Luis Valenzuela Cassani is a financial advisor at BBVA Global Wealth Advisors, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining BBVA Global Wealth Advisors in 2024, he worked at BBVA Mexico SA from 2020 to 2024 and Casa de Bolsa Scotiabank from 2016 to 2020. 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 and leverages investment guides developed with input from BBVA S.A.’s Global Wealth Investment Committee.

Mark Hamende is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Coral Gables, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LaSalle St. Securities, LLC since 2009. Outside of his advisory role, he is a passive investor in a cupcake business. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, managing assets through both non-discretionary and discretionary approaches.

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 at Santander Securities LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at HSBC Securities (USA) Inc. and HSBC Private Bank International. Zapata has been with Santander since 2017 in private banking and joined Santander Securities in 2019. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, financial planning, and securities-based lending, utilizing a multi-sleeve managed account approach supported by affiliations with Fidelity and Envestnet.

Oscar Moraga is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, offering discretionary portfolio management and modular financial planning based on client-specific guidelines and a proprietary valuation analysis.

Catalina Cadavid is a financial advisor at BBVA Global Wealth Advisors, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lloyds Bank Singapore for seven years. BBVA Global Wealth Advisors serves individual and high-net-worth clients, as well as businesses and family offices, primarily through portfolio advisory and wrap-fee programs with a focus on non-discretionary management. The firm’s investment approach integrates client risk profiles with global research and combines strategic and tactical asset allocation, maintaining an international focus and a reliance on client approval for trade execution.

Marcos Segrera is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2018 and previously worked at Western International Securities, Inc. and Loyola Asset Management LLC. Segrera is a founding member of the YMCA Young Professionals in Miami. Evensky & Katz/Foldes Wealth Management provides fee-only wealth management and investment advisory services to individuals, trustees, pension and profit-sharing plans, charities, and small businesses. The firm emphasizes a wealth-management approach centered on client goals, combining strategic asset allocation with an equity core-and-satellite framework, using primarily low-cost index funds and ETFs supplemented by specialty allocations and alternative investments where suitable.

Martin Talmasky Silbert is a financial advisor at Bolton Securities Corporation with 27 years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at CitiGroup and Insigneo Advisory Services. He is the owner of Aires Capital Advisors, LLC, a flow-through entity for tax purposes. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients. The firm uses a mix of internal management, unaffiliated money managers, and third-party programs, focusing on long-term portfolio strategies with a variety of investment vehicles.