Richard Perez is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, AXA Advisors, LLC, and was self-employed before joining Portfolio Medics. Outside of his advisory role, he owns Cousin Richie Enterprises, LLC, an online sales and writing tutoring business. Portfolio Medics is an SEC-registered firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches across various model portfolios and strategies.

Jose Vidal is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is also the owner of JAV Wealth Management LLC, a pass-through entity for tax purposes. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and permitting client-imposed investment restrictions.

May Cheung is a CFP® certificant with 23 years of experience in the financial advisory industry. She is currently with Congress Wealth Management LLC, where she has worked for five years, following six years at Pinnacle Advisory Group. She is based in Miami, FL, and holds a Series 63 license. CW Advisors, LLC serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, as well as acting as a sub-advisor to other registered investment advisers. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed risk strategies.

Jose Balmaceda is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes positions at Edward Jones and Robinhood Financial, LLC. Outside of finance, he owns a vintage film camera sales business, Life By Zay LLC. Insigneo Advisory Services provides investment advisory and consulting to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led construction, incorporating global and emerging-market exposures.

Felipe Mejia is a CFP® certificant with 10 years of industry experience, currently serving at Advisors Capital Management, LLC since 2023. His prior roles include positions at Northstar Financial Planners, Inc., Charles Schwab Bank, Charles Schwab, and Valic Financial Advisors. Advisors Capital Management, LLC provides discretionary portfolio management as an outsourced investment manager to individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm utilizes a combination of top‑down macro analysis and bottom‑up security selection across fundamental, quantitative, and qualitative strategies, managing over $8.1 billion in discretionary assets.

James Rooney III is a financial advisor at Sapient Capital LLC with 13 years of industry experience. He previously worked at Corient Capital Partners, LLC and Fortuna Ventures RSF LLC. Rooney serves on advisory boards for real estate and aerospace defense private equity firms and is a board member of a media company. 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 adviser to private funds and sub-advisor to registered ETFs.

Ana Gonzalez Davila is a financial advisor with New Edge Wealth in Coral Gables, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services Inc., RXBAR, Blueprint Wealth Alliance, and the University of Miami. She is involved in sales assistance for investment-related business serving ultra-high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary solutions, and technology tools including AI-assisted analytics.

Gustavo Soares Zuquim Nunes is a CFA® charterholder and holds a Series 66 license, currently working at Santander Securities LLC with three years of industry experience. His prior roles include positions at Santander International Private Banking, Andbanc Brokerage LLC, Andbanc Advisory LLC, and BTG Pactual US Capital LLC. Outside of advisory work, he is an investor in a private equity investment fund, KKR Private Equity Conglomerate LLC. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized compliance and reporting.

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.

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.