Eduardo Vega is a financial advisor at NewEdge Wealth with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining NewEdge Wealth and NewEdge Securities in 2022, he worked at UBS Financial Services from 2013 to 2022. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services including wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Beverly Curmanskie is a financial advisor at Ausdal Financial Partners, Inc. with 35 years of industry experience. She holds a Series 63 designation and has worked at firms including American Portfolios and National Life of Vermont. Outside of her advisory role, she owns Beverly Curmanskie Financial, where she sells various insurance products to clients. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering advisory programs, retirement plan services, and financial planning with a range of investment strategies and custodial options.

Federico Alonso is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at Bolton Global Capital/Bolton Global Asset Management since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is co-owner and managing director of Esphera Capital, LLC, an investment-related business established 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, retirement plans, and banks. The firm’s approach is tailored to client goals and risk tolerance, utilizing a range of investment vehicles with a generally long-term orientation alongside tactical trading and rebalancing.

Mayelin Alvarez is a Series 65-licensed advisor with Mariner Independent, based in Doral, FL, and has two years of industry experience. She has held roles at Kaufman Rossin Wealth, LLC and Mass Mutual, and currently offers investment services through Imperio Wealth Advisors and life insurance planning as an agent. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm supports both model portfolios and advisor-level discretionary management, with integrated institutional and retirement plan resources.

Moises Nudel is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Insigneo since 2014, including roles at affiliated entities. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled portfolios, employing a range of investment strategies across multiple asset classes and offering both discretionary and non-discretionary management.

Bernardo Lucena is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked for Efg Capital International Corp for 10 years before joining Insigneo in 2020. Outside of his advisory role, he is a member and volunteer of the Rotary Club of Hialeah-Miami Springs. 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 combines customized advisor-driven allocations with firm-modeled multi-asset portfolios, utilizing a range of investment strategies across various asset classes.

Johnny Zighelboim is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years. Outside of his advisory role, he is co-owner of Pathway Wealth Management, LLC, an investment-related business managed outside of regular business hours. 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 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 while allowing tactical adjustments.

Flavio Landivar is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Evensky & Katz/Foldes Wealth Management and has previously worked at Raymond James & Associates and Wells Fargo Advisors. Evensky & Katz/Foldes Wealth Management is a fee-only advisory firm serving individuals, trustees, retirement plans, charities, and small businesses. The firm focuses on comprehensive financial planning and discretionary portfolio management using a wealth-management approach centered on client goals, combining strategic asset allocation with low-cost index funds, ETFs, and selective alternative investments.

Alberto Valdes is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Citigroup and Raymond James Financial Services. Outside of his advisory role, he has ownership interests in a tax planning firm and a business venture open for future opportunities. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, utilizing a blend of committee-driven model portfolios and individualized advisor-led portfolio construction. The firm offers diverse global asset allocations and oversight of both discretionary and non-discretionary portfolios.

Jose Justo Delgado is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Imperial Fund Asset Management, LLC and Sura Asset Management, as well as teaching at the University of Miami Herbert Business School. 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 emphasizes a non-discretionary investment approach, aligning client risk profiles with investment guides developed alongside BBVA S.A.’s Global Wealth Investment Committee and utilizing both strategic and tactical asset allocation.

Simon Correa Vanegas is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including VectorGlobal WMG and Credicorp Capital LLC. Insigneo Advisory Services offers investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with individualized advisor-led portfolio construction. The firm’s approach incorporates global asset classes and emerging-market exposures and includes discretionary and non-discretionary management options.

Ivan Gutierrez Jr. is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at TradeStation Securities, Primerica Advisors, and Equitable Advisors. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates as part of the Principal Financial Group family, which provides access to affiliated products and services.

Joao Decastro is a financial advisor with Vontobel Swiss Financial Advisers holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Citibank N.A. from 2015 to 2024 before joining Vontobel SFA. Vontobel Swiss Financial Advisers AG provides wealth management and wrap-fee investment advisory programs to private individuals, high-net-worth clients, charities, trusts, and business entities, serving both U.S. and non-U.S. clients. The firm offers a range of discretionary and non-discretionary investment mandates managed by an in-house Investment Committee and operates under both SEC registration and Swiss FINMA licensing.

Claudia Teran is a financial advisor at Valor Advisors LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at Valor Advisors since 2017, following three years at HSBC Private Bank (USA). 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 as well as high-net-worth individuals, trusts, estates, charitable organizations, and corporate entities, emphasizing fundamental analysis and a primarily long-term buy-and-hold investment approach.

Sandra Neubert is a financial advisor with Moneco Advisors, holding a Series 63 license and bringing 39 years of industry experience. She has worked with Moneco Advisors since 2014 and has longstanding ties to LPL Financial dating back to 1994. Outside of investment advisory, she is involved in offering major medical insurance plans to small businesses through Moneco Benefits Planning. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, providing fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs and third-party managers, delivering tailored asset management through a diverse range of investment strategies.

Joaquin Dupont is a financial advisor at Bolton Securities Corporation with 18 years of industry experience. He holds the Series 66 designation and has worked at Bolton Global Asset Management and Bolton Global Capital since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a managing partner of Dolfina Group LLC and a managing director of Esphera Capital, LLC, both involved in investment-related 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, and institutions. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation while allowing tactical adjustments.

Andres Brik is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for five years. He is a limited partner in Elion Partners LLC, a real estate investment firm. 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 combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing for client-imposed investment restrictions.

Fabiola Bravo Serjant is a financial advisor at Mora Capital Management, LLC in Miami, FL, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Boreal Capital Securities LLC, Raymond James, and Amerant Bank NA. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm employs an open-architecture investment process combining fundamental and technical analysis, third-party manager selection, and customized solutions tailored to client objectives.

Mariano Llosa is an investment advisor representative at Octavia Wealth Advisors LLC with 12 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Inc. and Axa Advisors, LLC. Llosa serves on the boards of the Peruvian American Chamber of Commerce and the nonprofit Red De Corazones Inc. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, businesses, retirement plans, and public entities. The firm uses proprietary portfolio models emphasizing low-cost ETFs and individual securities, and offers specialized services such as ERISA plan oversight and trust administration.

Ruben Hernandez is a financial advisor with Boreal Capital Management LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Mora Wm Securities LLC since 2012. Hernandez is a limited partner and passive investor in China Investment Venture. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm utilizes an open-architecture platform that integrates internal portfolio management with third-party and affiliated sub-advisers across various asset classes.