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.

Alain Guerra is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Insigneo in 2021. Outside of his advisory role, Guerra is involved as a silent investor in real estate development projects. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm employs customized and committee-overseen investment strategies incorporating various asset classes and offers services such as managed accounts, third-party manager oversight, and private placement advisory.

Surbhi Singh is a financial advisor with Calton & Associates, Inc. in Miami, FL. She holds a Series 65 credential and has one year of industry experience. Prior to joining Calton & Associates, she worked at Jupiter Law Partners and has a background in legal education and practice. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, providing portfolio management, fee-based financial planning, and access to third-party money managers. The firm offers a range of investment programs and combines advisory and commissionable brokerage services through its dual registration as a registered investment adviser and broker-dealer.

Giselle Bircann Mercado is a Series 66-licensed financial advisor with 23 years of industry experience. She currently works at Bolton Securities Corporation and has previously been employed by Mora Wm Securities and Wells Fargo Advisors, LLC. Giselle holds an insurance license in Florida but is not actively engaged in 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, corporations, retirement plans, and banks or trusts. The firm’s investment approach is advisor-driven and typically involves a long-term orientation using mutual funds, ETFs, equities, and fixed-income securities, while allowing for tactical trading and rebalancing.

Jose Cabrera is a financial advisor at Insigneo Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for ten years. Cabrera has a 10% ownership stake and serves as an authorized member of The Americas Financial Group, a brokerage and advisory business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and model-based portfolio solutions, utilizing a range of asset classes and incorporating both proprietary and third-party strategies.

Piero Velasquez is a Series 66-licensed advisor with Bolton Securities Corporation in Miami, FL, with nine years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018 and previously held roles at Merrill and Bank of America from 2016 to 2018. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers discretionary and non-discretionary portfolio management, utilizing a range of investment vehicles with a primarily long-term approach while accommodating shorter-term strategies.

Minerva Rodriguez is a financial advisor at Insigneo Advisory Services, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Citigroup Global Markets Inc. from 2012 to 2019. Insigneo Advisory Services provides investment advisory and portfolio management services to a diverse client base including individuals, corporations, trusts, and institutional clients such as banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing various asset classes and third-party research to manage client investments.

Herbert Klukas is a financial advisor at Bolton Securities Corporation with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Delta Global Asset Management since 2010 and Delta Equity Services Corporation since 2009. Outside of advisory roles, Klukas is the owner and president of Walla Corp, a business entity created to receive compensation related to securities and investment advisory services. 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 approach involves tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, supported by a network of independent investment adviser representatives.

Alejandro Cabrera is a financial advisor at Jefferies Investment Advisers LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Wealth Management. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a range of planning topics through a customized, collaborative process supported by third-party software and analytic tools, while maintaining a separation between fiduciary planning and implementation services.

Randall Caruso is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2019, and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2019. Caruso is also the owner and founder of Capitalia Advisors, LLC. 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 employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation, while allowing tactical trading and rebalancing.