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 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.

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.

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.

Piero Velasquez is a financial advisor at Bolton Securities Corporation with 10 years of industry experience. He holds a Series 66 designation and has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, following two years at Merrill and Bank of America. 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 focuses on customized wealth management using mutual funds, ETFs, equities, and fixed-income securities with a primarily long-term investment approach.

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.

Valeria Trauer is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 66 credentials and 15 years of industry experience. Her prior roles include positions at VectorGlobal WMG, Raymond James Financial Services, Inc., and Interaudi Bank. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios, third-party manager oversight, and consulting. The firm integrates committee-driven models with advisor-led portfolio construction and incorporates global asset classes, including emerging markets and foreign currencies.

Conny De La Torre is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Bolton Securities Corporation. She has held positions at Bolton Global Asset Management and Bolton Global Capital since 2023, and previously worked with Morgan Stanley Private Bank and Morgan Stanley from 2014 to 2023. She is co-owner and principal of two LLCs used for personal and accounting purposes unrelated to investment services. Bolton Global Asset Management is a registered investment adviser offering asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm provides customized wealth management through independent advisers and a variety of portfolio management options, employing a primarily long-term investment approach with flexibility for other strategies.

Kyle Hernandez is a Series 66 registered financial advisor with eight years of industry experience. He is currently with Insigneo Advisory Services, LLC and has previously worked at Kovack Advisors, Inc., Ameriprise, and OIG Wealth Management, LLC. Hernandez also serves as Vice President and Investment Advisor at Honest Wealth LLC. 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’s investment approach uses customized allocations alongside firm-modeled multi-asset portfolios, incorporating a range of asset classes and both proprietary and third-party strategies.

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.