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 Series 66-licensed advisor with Bolton Securities Corporation, based in Miami, FL, with 15 years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2018 and previously at Wells Fargo Clearing from 2016 to 2021. Outside of his advisory work, Federico is co-owner and Managing Director of Esphera Capital, LLC, and owns Manuisa Holdings, LLC. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through a network of independent advisers, employing a range of strategies using mutual funds, ETFs, equities, and fixed income, with an emphasis on long-term and diversified portfolio management.

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 industry experience. He has worked at Evensky & Katz/Foldes Wealth Management since 2022 and previously held roles at Raymond James & Associates and Wells Fargo Clearing. Evensky & Katz/Foldes Wealth Management is a fee-only fiduciary firm serving high-net-worth individuals, families, and institutions. The firm employs a core-and-satellite investment approach focused on low-cost index and ETF cores combined with select active and alternative strategies.

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.

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.

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 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.

Mariano Llosa is an investment advisor representative with Octavia Wealth Advisors LLC and holds Series 65 and Series 63 registrations. He has 13 years of industry experience, including prior roles at Axa Advisors, AmeriWealth Advisors, and Southern Trust Securities. Llosa serves on the boards of the Peruvian American Chamber of Commerce and the nonprofit organization Red De Corazones Inc. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a variety of clients, including individuals, high-net-worth clients, trusts, businesses, retirement plans, and institutional entities. The firm utilizes customized portfolios with a focus on low-cost ETFs, mutual funds, individual securities, and alternative investments, and it offers services including investment management, financial planning, retirement plan advisory, and trust administration.

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.