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 at StoneX Advisors Inc. based in Miami, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at StoneX Securities Inc., Sherwood Food Distributor, Intercam Securities, and Banrisul Bank. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm utilizes multiple investment strategies and platforms, offering both advisor-managed portfolios and model-based solutions.

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 for four years and Casa de Bolsa Scotiabank for four 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 mostly non-discretionary asset management approach. The firm uses an investment process that combines strategic and tactical asset allocation based on client risk profiles and research from BBVA S.A.’s Global Wealth Investment Committee and third-party model providers.

Mark Hamende is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 37 years of industry experience. He has been with LaSalle St. Securities, LLC since 2009. Outside of advisory work, he is the owner of an apartment building where he resides and is a passive investor in a cupcake business. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to a range of clients including individuals, trusts, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary investment programs and manages a notable mix of assets with a predominance of non-discretionary accounts.

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. in Miami, FL, 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, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm employs a non-discretionary investment approach that aligns client risk profiles with investment guides developed alongside BBVA S.A.’s Global Wealth Investment Committee, incorporating both strategic and tactical asset allocation.

Marcos Segrera is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Evensky & Katz/Foldes Wealth Management and has been with the firm since 2018. Prior to that, he worked at Western International Securities, Inc. and Loyola Asset Management LLC. He is a founding member of the YMCA Young Professionals group. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes comprehensive financial planning and portfolio management using a core-and-satellite investment approach incorporating low-cost index funds, tax-efficient strategies, and independent manager selection.

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.

Marc Silverman is a CFP® and ChFC® with 40 years of industry experience. He is affiliated with Geneos Wealth Management, Inc. and has held roles at Silverman Financial since 1989. Outside of financial advising, he is the managing member of an aviation organization, Carmarc LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through various account types, and access to third-party money managers, employing a range of analytic approaches and investment strategies.

Alejandra Aragones is a financial advisor at Insigneo Advisory Services, LLC with five years of industry experience. She holds the Series 65 and Series 63 credentials. Prior to joining Insigneo Advisory Services in 2025, she worked at Insigneo Securities, LLC and Wells Fargo Clearing Services, LLC. Outside of her advisory role, she is involved in the sale of fine jewelry through Af Shop LLC. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering a blend of committee-driven model portfolios and individualized advisor-led portfolio construction with exposure to global asset classes and emerging markets.

Angel Sanz Alonso is a financial advisor at Mora Capital Management, LLC in Miami, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at Boreal Capital Securities, LLC since 2019, Mora Wealth Management AG from 2018 to 2019, and Andbank from 2016 to 2018. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm utilizes an open-architecture investment process combining fundamental and technical analysis, third-party manager selection, and customized index solutions.

James Knall is a financial advisor at Sapient Capital LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co., Inc. for 18 years. Outside of his advisory role, Knall serves as a board member and consultant for the nonprofit Endeavour Miami Inc. 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 a fiduciary when advising retirement accounts under ERISA/IRC standards.

Ricardo Morean is a Series 66-licensed advisor with Bolton Securities Corporation, bringing 30 years of industry experience. He has held positions at Bolton Global Capital since 2016, RBC Capital Markets, and Wells Fargo Clearing. Ricardo is also Managing Director for Bolton Global Capital and co-owner and Managing Director of Brightstone Capital, where he spends significant time on management and investment services. Bolton Global Asset Management provides asset management and financial planning to individuals, corporate and institutional clients, and charitable organizations. The firm offers customized wealth management through a network of independent investment adviser representatives, utilizing a range of investment vehicles with an emphasis on a long-term approach.

Fernando Panizzutti is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 21 years of industry experience. He has previously worked with Bolton Global Asset Management, Bolton Global Capital, BTG Pactual US Capital, LLC, and Wells Fargo Advisors. Outside of his advisory role, he owns a consulting entity and a business in Brazil operating real estate unrelated to his financial services. Bolton Global Asset Management provides asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm uses a long-term investment approach with a range of portfolio management options, employing a combination of internal and third-party managers, and offers services through an affiliated broker-dealer network.