Felipe Ballestas is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has worked with Bolton Global Asset Management since 2016 and previously operated Ballestas Advisors LLC. Outside of his advisory work, he is the owner and president of Columbus Marine Ventures, Ltd., which operates a pleasure motor yacht for rental purposes. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a network of independent advisers and utilizes internal and third-party managers to deliver customized wealth management, focusing primarily on long-term investment strategies using mutual funds, ETFs, equities, and fixed income.

Ariel Kay is a Series 66-licensed financial advisor with Bolton Securities Corporation in Miami, FL, and has 17 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital since 2013. Outside of her investment advisory work, Kay is a licensed real estate agent in Florida and co-owns a boating 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’s independent adviser-driven approach customizes portfolios using a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.

Khush Patel is a financial advisor at New Edge Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at NPC Financial. Patel is also associated with NewEdge Wealth, LLC, providing support 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 institutional clients. The firm offers a comprehensive range of advisory services focusing on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary investment solutions, and AI-assisted analytics.

Juan Pedro Umbert is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 65 and Series 63 designations with five years of industry experience. His prior roles include positions at Percy Avetrani, M Kevin Lawhon, and Northwestern Mutual's various entities. BBVA Global Wealth Advisors serves individuals, high-net-worth clients, businesses, and family offices through a network of financial advisors offering portfolio advisory, wrap fee programs, and access to model portfolios. The firm employs risk-profile-based asset allocation using both BBVA S.A.’s fund research and third-party resources, incorporating a mix of mutual funds, ETFs, UCITS, structured products, and individual securities.

Muhammad Zia is a financial advisor at B. Riley Wealth Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including National Asset Management and National Securities Corp. Outside of his advisory role, he is the owner and president of an auto lease brokerage, MZ Auto Leasing Inc. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets and serving over 16,000 clients. The firm provides a broad range of services to individuals, high-net-worth clients, charities, corporations, and retirement plans through multiple advisory programs and proprietary asset allocation models.

Jose Cano is an investment advisor representative with Bolton Securities Corporation based in Miami, FL. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to joining Bolton Global Asset Management and Bolton Global Capital in 2021, he worked at Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, Cano serves as executor for a family estate in Mexico City and manages JJCV Capital, LLC, an entity created to operate securities and advisory businesses with Bolton. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, as well as banks, trusts, estates, and charitable organizations. The firm employs a variety of investment strategies incorporating mutual funds, ETFs, individual equities, and fixed income, with a focus on long-term portfolio management while allowing for shorter-term trading and option strategies.

Eduardo Borberg is a financial advisor at GenTrust with 10 years of industry experience and holds a Series 65 designation. He previously worked at Financorp Group International Corporation for a total of eight years. He serves on the Board of Directors of Financorp, a broker-dealer and FINRA member. GenTrust is an SEC-registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, pooled vehicles, and institutional clients. The firm’s investment approach combines fundamental, technical, and macroeconomic analysis with scenario-based risk management and uses AI-enabled tools alongside human oversight.

Michael Antczak is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Evensky & Katz/Foldes Wealth Management and previously held roles at Goldman Sachs & Co. LLC, Bank of America, Merrill, PNC Wealth Management, and Morgan Stanley. 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 employs a core-and-satellite investment approach focused on low-cost index and ETF cores combined with select active and alternative strategies, guided by a written Investment Policy Statement and ongoing tax- and cost-efficient monitoring.

Luis Delgado is a financial advisor at Mora Capital Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Boreal Capital Securities LLC, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Outside of his advisory role, he manages LADC Capital Management LLC, focusing on insurance solutions including life insurance and annuity products. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm operates an open-architecture investment platform that utilizes fundamental and technical analysis across various asset classes, managing both discretionary and non-discretionary assets with additional capabilities in pooled vehicles and private funds.

Andres Kovacs is a CFA® charterholder with experience at BBVA Global Wealth Advisors, Inc. and Vizcaya Capital, among other roles. He is currently based in Miami, FL, and has held both advisory and academic positions. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices through a network of financial advisors. The firm uses a combination of strategic and tactical asset allocation informed by internal and third-party research, offering portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

Jose Lau is a financial advisor at BBVA Global Wealth Advisors, Inc. with 17 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at several firms, including PNC Investments and Actinver Securities. Outside of his advisory role, he is involved with BBVA Global Wealth Insurance, Inc., referring clients to the insurance agency. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a structured approach that combines strategic and tactical asset allocation with a diverse selection of investment products, supported by proprietary and third-party research.

Antonio Oliveira Moura is a financial advisor at Mora Capital Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Efg Capital International Corp since 2005 and Efg Capital Advisors Inc from 2016 to 2019. He serves as an observer to the Central America Bottling Corp Board of Directors meetings without compensation. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm employs an open-architecture investment approach across multiple asset classes and manages both discretionary and non-discretionary assets.

Luiz David Azambuja is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at multiple firms, including Kovack Securities, Capital Guardian, and Rehmann Wealth, before joining Insigneo in 2018. Azambuja serves as Vice President and committee participant for the Brazilian American Chamber of Commerce of Florida and is a director and shareholder of Protector International Services LLC. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with individualized advisor-led portfolio construction. The firm incorporates global asset classes and emerging-market exposures and manages both discretionary and non-discretionary accounts.

Alvaro Quintero is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies for ultra-high-net-worth individuals, families, and corporations both in the United States and abroad. He focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. With a client focus that includes corporate executive services, executive compensation, family wealth management strategies, institutional consulting, and international wealth management, Alvaro brings over 20 years of experience to his role. His approach emphasizes simplicity and transparency in the complexities of investing, aiming to help clients understand the investment landscape, pursue their financial aspirations, and monitor their results and associated risks. Alvaro holds a Bachelor's Degree from Pontificia Universidad Javeriana, has completed certificate programs at Universidad Externado de Colombia and the University of Miami, and earned an MBA from the Kellogg School of Management at Northwestern University. He is fluent in Spanish and English. Outside of his professional work, Alvaro enjoys basketball, hiking, music, reading, scuba diving, soccer, spending time with his family, traveling, watching movies, and practicing yoga.

Felipe Valbuena Ospina is a CFP® and Series 66 credentialed financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. His prior roles include positions at VectorGlobal WMG and EFG Capital International, as well as EFG Bank. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led strategies with global and emerging market exposures.

Maria Gonzalez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at PNC Managed Account Solutions, Inc. and BBVA Wealth Solutions Inc., among others. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing client-imposed investment restrictions.

George Perez is a financial advisor with GenTrust, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Merrill from 1999 to 2011 and Old City Securities LLC from 2015 to 2021. Perez is a principal of GenTrust and a passive investor in Catenary Asset Management, LLC, an affiliate focused on alternative investments. GenTrust is an SEC-registered investment adviser that offers wealth management, investment management, financial planning, concierge, and consulting services to individuals, families, pooled vehicles, and institutional clients. The firm uses an asset-allocation-driven approach combining fundamental, technical, and macroeconomic analysis with scenario-based risk management and incorporates AI-enabled tools while maintaining human oversight.

Cara Vazquez is a financial advisor at New Edge Wealth with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Power Sustainable and BlackRock Investments. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services including wealth strategy, portfolio management, and institutional consulting, using a combination of independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics under human supervision.

Zoraida Diaz is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She previously worked at UBS Financial Services Inc. for nine years before joining Insigneo in 2020. Diaz is also the owner of DM Wealth Management Group. 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 uses a combination of customized allocations and firm-modeled portfolios overseen by an investment committee, employing a range of asset classes and permitting client-imposed investment restrictions.

Enmanuel Benavides Rodriguez is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, and Vail Resorts, among others. He is involved with multiple business activities, including JEB Professional Services LLC and Koinla LLC. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices with investment advisory services including portfolio advisory, wrap fee programs, and access to model portfolios. The firm uses investor risk profiling and combines strategic and tactical asset allocation informed by in-house and third-party fund research, managing portfolios with a mix of mutual funds, ETFs, UCITS, structured products, and individual securities.