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.

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.

Fredy Rizo is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Bank of America, U.S. Bank, J.P. Morgan Chase, and Hess & Llarena P.A. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm employs a risk-profile-driven approach, utilizing a mix of mutual funds, ETFs, UCITS, structured products, and individual securities, with periodic portfolio reviews and rebalancing.

Laura Bertran De La Torre is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining BBVA Global Wealth Advisors in 2026, she worked at Citigroup for six years and has held roles across various financial and academic organizations. BBVA Global Wealth Advisors, Inc. serves individuals, high-net-worth clients, businesses, and family offices by providing investment advisory services that include portfolio management and access to model portfolios. The firm uses investor risk profiles combined with strategic and tactical asset allocation informed by BBVA S.A.’s fund research and third-party resources.

Lonnie Ogulnick is a financial advisor with The Partners Wealth Management in Miami, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Securities America, Inc., Investacorp, and Ladenburg Thalmann & Co., Inc. Outside of his advisory work, he is the CEO of OG Money Motivation, where he engages in motivational sales coaching, podcasting, and authorship. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing internally developed models, third-party model providers, and outsourced investment managers through a mandatory platform integrating back-office and trading functions.

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.

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.

Matthew Pohl is a financial advisor at Valley Wealth Managers, Inc. with 22 years of industry experience. He holds the Series 66 designation and previously worked at Bank Leumi USA and Leumi Investment Services, Inc. for 15 years. 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 high-net-worth individuals, offering discretionary portfolio management, financial planning, and multiple wrap fee programs guided by a proprietary valuation analysis and a tactical asset allocation approach.

Dewi Evans is a financial advisor at Hoxton Wealth with a Series 65 designation and two years of industry experience. Prior to joining Hoxton Wealth in 2024, Dewi worked at GSB Capital Ltd. and DeVere Acuma. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients holding international pension assets. The firm specializes in risk-based model portfolios using passive ETFs and passive-active blends, with a focus on UK pension holders considering Self-Invested Personal Pensions (SIPPs).

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 at BBVA Global Wealth Advisors, Inc. with 17 years of industry experience. He previously held positions at PNC Investments, BBVA Securities Inc., and Compass Bank. Outside of his advisory role, he is a partner in a technology company, GREENNEXUS, LLC. BBVA Global Wealth Advisors serves individuals, high-net-worth clients, businesses, and family offices, providing a range of investment advisory services including portfolio management and access to model portfolios. The firm uses strategic and tactical asset allocation informed by both BBVA S.A.’s research and third-party resources, incorporating a diverse mix of investment products.

Brian Asman is a financial advisor at Valley Wealth Managers, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at Leumi Investment Services Inc. and Bank Leumi USA. He has been with Valley Wealth Managers since 2023. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, utilizing a mix of equities, fixed income, and cash, with strategic oversight provided by an investment committee.

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 at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, Guerra is involved as a silent investor in pre-construction real estate projects and holds ownership interests in several rental property ventures. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm utilizes a combination of committee-driven model portfolios and individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.

Juan Costas is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds a Series 66 license and has previously worked at UBS Financial Services and Digital International Bank. He is co-owner and control person of Cosfer LLC, an investment-related business focused on securities trading. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm employs a committee-driven model portfolio approach combined with individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.