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.

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.

Santiago Cucalon is a financial advisor at Bolton Securities Corporation with a Series 65 designation and recent industry experience beginning in 2026. His career background includes roles at Bolton Global Capital and Bolton Global Asset Management, as well as entrepreneurial ventures such as ownership in 305 Go Vending LLC. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a customized wealth management approach utilizing mutual funds, ETFs, equities, and fixed-income securities, and operates through a network of independent advisers with access to various money managers and model portfolios.

Jose Justo Delgado is a financial advisor with BBVA Global Wealth Advisors, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior roles include positions at Imperial Fund Asset Management, LLC and Sura Asset Management, as well as academic experience at the University of Miami Herbert Business School. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm utilizes a combination of strategic and tactical asset allocation, leveraging BBVA S.A.’s fund research and third-party resources to construct portfolios with mutual funds, ETFs, UCITS, structured products, and individual securities.

Debra Schachter is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 43 years of industry experience. She has been with Mutual of Omaha since 1981 and is also an insurance agent specializing in life, health, disability, long-term care, Medicare supplements, and annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money manager relationships, and retirement plan consulting. The firm operates within the broader Mutual of Omaha group and offers clients various discretionary and non-discretionary managed solutions.

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 an investment adviser representative at Principal Advised Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles with Principal entities since 2024, including Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Prior to that, he was self-employed and held positions at TradeStation Securities, Primerica Advisors, and other firms. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models and offers both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. Its membership in the Principal Financial Group family enables access to proprietary mutual funds, bank products, and affiliated trading 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.

Joaquin Dupont is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2021, and previously at Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, Mr. Dupont is involved in managing several business entities, including serving as owner and managing partner of Dolfina Group LLC and co-owner and managing director of Esphera Capital, LLC. Bolton Global Asset Management serves a diverse client base including individuals, corporations, institutions, and fiduciaries, providing discretionary and non-discretionary portfolio management. The firm employs multiple investment strategies and a network of advisers, emphasizing a long-term investment approach while incorporating various asset classes and third-party programs.

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 with two years of industry experience. She holds a Series 66 designation and has previously worked at Boreal Capital Securities LLC, Raymond James, and Amerant Bank NA. 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 allocates across broad asset classes using fundamental and technical analysis, managing both discretionary and non-discretionary assets across various investment vehicles.

Ruben Hernandez is a financial advisor at Mora Capital Management, LLC in Miami, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Mora Wm Securities LLC since 2012. Hernandez is a limited partner and passive investor in China Investment Venture. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors, utilizing an open-architecture platform that combines fundamental and technical analysis across various asset classes.

Diego Laiz Moyano is a financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 designations and 10 years of industry experience. His prior roles include positions at PNC and several BBVA-affiliated entities. He is also involved in referring clients to an insurance agency through a related business activity. BBVA Global Wealth Advisors, Inc. offers investment advisory services to individuals, high-net-worth clients, businesses, and family offices, utilizing strategic and tactical asset allocation supported by BBVA S.A.’s fund research and third-party resources. The firm manages portfolios with a range of investment vehicles and conducts periodic reviews to maintain suitability aligned with client risk profiles.

Larry Rozas is a financial advisor at Bolton Securities Corporation with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including CITI International Financial Services LLC, Truist Investment Services Inc., and Merrill. Rozas is the owner of two active entities, Windhorse Corp. and Windhorse Fund LLC, which are currently not in use. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients. The firm employs a range of investment strategies using mutual funds, ETFs, equities, and fixed income, with a focus on long-term portfolio management and a service model that includes affiliated broker-dealer relationships.

Angel Colina is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked with Morgan Stanley and its affiliated private banks from 2012 to 2023. Outside of finance, he is president and owner of Le Printemps Florist, a retail flower shop in Miami. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm offers discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, employing a combination of customized allocations and firm-modeled strategies overseen by an Investment Committee.

Marco Oreamuno is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 21 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2019. Outside of his advisory work, he owns Lions Hills Investments, LLC, an entity used to facilitate securities and investment advisory operations. 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 emphasizes a tailored, IAR-driven investment approach that incorporates mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing tactical adjustments.

George Arias is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at Snowden Lane Partners since 2019, following roles at Bank of America and Merrill. Outside of advising, Arias is involved in managing a family-owned rental property in Miami. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a multi-team approach with access to a broad range of investment tools and third-party managers.

Mariana Foerster is a financial advisor at Insigneo Advisory Services, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at several firms including Loyola Asset Management LLC and Private Client Services. She serves as Vice President of Programs for the Sunset Elementary PTA, where she focuses on enhancing community events and STEM initiatives. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and advisor-led construction that incorporate global asset classes and third-party research.

Vivian Pino is a financial advisor at Insigneo Advisory Services, LLC with 29 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for 13 years. She has been with Insigneo since 2021. 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 allocations, third-party manager oversight, and proprietary private placement vehicles, utilizing a range of asset classes and investment strategies monitored by an Investment Committee.