Anibal Hernandez is a financial advisor at Green Musa Capital, LLC in Fort Lauderdale, FL, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Pfizer, Fleet Advantage, and Bayview Asset Management. Green Musa Capital provides portfolio management and financial planning services to individual investors and corporate clients, utilizing a variety of securities and investment strategies. The firm employs multiple analysis techniques and offers customized portfolios aligned with clients’ goals and risk tolerances.

Shakhriyor Kadirov is a financial advisor at Kadirov Financial Management in Hallandale Beach, FL. He holds a Series 65 designation and has experience working with Furia Investments LLC and various educational institutions. Kadirov Financial Management offers discretionary portfolio management and project-based financial planning for individuals, trusts, charitable organizations, and small businesses. The firm combines investment advisory services with tax preparation, bookkeeping, and accounting, using a long-term, index-based investment approach emphasizing diversification, cost control, and tax-aware portfolio construction.

Tyler Ares is a financial advisor at Fresh Bread Investments, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Joseph Gunnar & Co., LLC and Aegis Capital. Fresh Bread Investments provides asset management, investment advisement, and written financial planning to individual investors, organizations, and corporations. The firm employs a value-oriented, predominantly long-only investment approach with tactical asset-allocation flexibility and offers asset management exclusively through a wrap-fee program with custody at Interactive Brokers.

Alan Miller is a CFA® charterholder and the sole advisor at Cumulare Asset Management, LLC, with 10 years of industry experience. He has served as Managing Member and Chief Compliance Officer of Miller Ockham Asset Management, a private non-registered investment adviser, since 2015. Cumulare Asset Management offers financial planning, ERISA fiduciary services, and discretionary portfolio management for individuals, high-net-worth clients, and business entities. The firm employs customized portfolios using asset allocation alongside fundamental and technical analysis, including a “Power One” total-return strategy focused on investment-grade preferred securities.

Henry Smith is a financial advisor at Spencer Smith Asset Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Spencer Smith Asset Management and Greensview Wealth Management Llc. Spencer Smith Asset Management is a fee-only registered investment adviser serving individuals and organizational clients such as family offices, foundations, corporations, trusts, and retirement plan sponsors. The firm provides discretionary and non-discretionary portfolio management and investment consulting, emphasizing pension and profit-sharing plan clients and ERISA-related accounts.

Thomas Balcom is a CFP® professional with 18 years of experience in financial advising. He has been with 1650 Wealth Management, LLC since 2012. 1650 Wealth Management provides discretionary investment management to individuals, corporate and charitable organizations, pension and profit-sharing plans, and trust accounts. The firm uses a combination of fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerance, typically targeting a 12–18 month investment horizon.

Juan Hernandez Quijano is a financial advisor at Prym Advisors LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Areti Capital Advisors, LLC, Areti International Bank, Cygnus Advisors, LLC, Solidus Securities, LevelX, and Morgan Stanley. Outside his advisory role, he serves as an operations analyst at Areti International Bank. Areti Capital Advisors, LLC provides discretionary and non-discretionary investment management and advisory services to high net worth and ultra-high net worth individuals, trusts, estates, charitable organizations, corporations, foreign investment consultants, and institutional clients. The firm employs fundamental, quantitative, and technical analysis within modern portfolio theory, managing portfolios on a personalized basis with ongoing monitoring and annual reviews.

Mitchell Goldstein is the sole advisor at Kalorama Wealth Strategies, LLC, an independent registered investment adviser based in Oakland Park, FL. He holds the CFP® and CFA® designations and has 21 years of industry experience. Since founding Kalorama Wealth Strategies in 2009, he has focused on portfolio management and financial planning. Goldstein also engages in adjunct teaching and consulting for other advisors. Kalorama Wealth Strategies provides discretionary and non-discretionary portfolio management as well as standalone financial planning and consulting for individuals, trusts, estates, and charitable organizations. The firm employs a long-term, fundamental investment approach emphasizing low-cost, tax-efficient mutual funds and ETFs, and serves a select client base with a focus on higher asset relationships.

John Ruark is a CFP® professional with 11 years of industry experience, operating Patuxent Financial Planning, LLC since 1996. He is based in Pompano Beach, FL, and runs a single-advisor practice. Patuxent Financial Planning, LLC is a fee-only, state-registered investment advisor serving individuals, families, and trusts. The firm employs a fundamental, long-term buy/hold/monitor strategy focused on asset allocation, managing accounts on a non-discretionary basis and providing ongoing supervision through formal reviews.

Michael Tavel is a financial advisor with Tavel Insurance & Financial Services, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with LPL Financial LLC since 2004 and has been involved with Charter Advisory Corporation since 2011. In addition to advisory services, he is active in selling a variety of insurance products, including fixed annuities, life insurance, and long-term care insurance. Tavel Insurance & Financial Services provides investment advisory services and insurance products to individual and high-net-worth clients. The firm refers clients to unaffiliated third-party investment advisers for portfolio management and operates as a licensed insurance agency, focusing on insurance brokerage alongside advisory referrals without directly managing client assets.

Robert O’Toole is a CFP® professional with 28 years of industry experience. He is the principal advisor at Personal Wealth Planning, LLC in Hollywood, FL, where he has worked since 2009. Prior to focusing exclusively on wealth planning, he was employed at Arrow Asphalt & Engineering, Inc. for over two decades. Personal Wealth Planning serves individual long-term investors by providing discretionary portfolio management and comprehensive financial advisory services, including estate, tax, and retirement planning. The firm emphasizes asset allocation and modern portfolio theory, offering tailored strategies and periodic public educational seminars on financial planning topics.

Steven Busch is the sole advisor at Everglades Resources, Inc., holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Everglades Resources since 1997 and previously worked with Everglades Game Technologies LLC and Southpaw Investments LLC. Everglades Resources, Inc. is an independent advisory firm providing discretionary portfolio management primarily for individual and retirement accounts, as well as pooled-investment vehicles. The firm employs a fundamental value research approach focused on long-term, concentrated investments in small- and micro-cap equities and ETFs, with occasional use of covered-call option strategies.

James Deweese Jr. is a Series 65-licensed financial advisor at Candor Strategic Partners LLC with one year of industry experience. Prior to joining Candor, he has held ownership roles in various non-investment businesses, including passive ownership in several state-licensed marijuana companies and a marketing firm. Candor Strategic Partners LLC is a state-registered investment adviser serving family offices, corporations, and institutional clients with discretionary and non-discretionary portfolio management. The firm uses diversified portfolios constructed with mutual funds, ETFs, and outside managers, applying a blend of fundamental, technical, cyclical, and charting analyses, and provides ongoing financial planning and periodic client reporting.

Alexander Bailey is a financial advisor at Brickstone Advisors in Fort Lauderdale, FL, holding a Series 66 license with two years of industry experience. His work history includes roles at Harvest Small Business Finance and various financial services firms. Outside of advising, he serves as a director of the QualCare Foundation, a nonprofit supporting senior citizens. Brickstone Advisors serves individual clients and employer-sponsored retirement plan sponsors, providing asset management, financial planning, and retirement-plan consulting. The firm employs a long-term, discretionary investment approach based on fundamental and technical analysis, Modern Portfolio Theory, and offers specialized fiduciary services for retirement plans.

A Partnership Built on Kind Candor At GBS Group, we value a "Client First" partnership characterized by transparency and Kind Candor. My team and I are dedicated to delivering clear, innovative solutions in an often overly-complex field. We serve as a motivated, high-performing extension of your own team, ensuring that as your business grows, your personal wealth is managed with the same strategic precision and obsessive focus on ROI that you apply to your company. The "Get Rich Once" Philosophy Our wealth management philosophy is simple: you should only have to get rich once. We combine disciplined, discretionary asset management with comprehensive financial planning—covering everything from cash flow and risk management to estate preservation. By integrating these services with our deep roots in tax and accounting compliance, we look eliminate the friction between your corporate entities and your personal portfolio, maximizing tax savings and accelerating profitable growth. Strategy Meets Stewardship With over 15 years of experience at GBS Group, I’ve learned that for most entrepreneurs, the business is the primary engine of wealth—but it shouldn't be the only one. My approach is rooted in Strategic Lifecycle Advisory; I don't just look at your current numbers, I look at the "why" behind them. Whether you are navigating a high-growth phase, a complex merger, or planning an eventual exit, I provide the holistic, forward-looking counsel needed to align your business's performance with your personal financial roadmap.

Thomas Noonan is the sole advisor at Thomas R. Noonan, Inc. in Ft. Lauderdale, FL, with 55 years of industry experience. He holds a Series 63 designation and has been active in his own advisory firm since 1994. Outside of financial advising, he has engaged in public speaking on business topics since 1994. Thomas R. Noonan, Inc. provides investment advisory and portfolio management services to individual and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers tailored investment strategies, primarily managing non-discretionary assets, and delivers services through managed accounts and consulting engagements.

Jordan Barletta is a CFP® professional with 15 years of experience, currently serving as the sole advisor at Kasmat Risk Management, LLC. He has been with the firm since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also an insurance agent specializing in commercial property and casualty as well as employee benefits insurance. Kasmat Risk Management is an independent, state-registered investment adviser providing portfolio management and financial planning services to both individual and institutional clients. The firm employs a strategic asset allocation approach combining passive index funds and selective active managers, offering non-discretionary portfolio management alongside fixed-fee and hourly planning options.

Robert Mazuelos is a financial advisor with Mazuelos & Company Wealth Management in Fort Lauderdale, FL. He holds a Series 65 designation and has eight years of industry experience. His prior work includes five years at Winston & Company, Inc., and a three-year retirement period before founding his current firm. Mazuelos & Company Wealth Management serves individuals, high-net-worth clients, trusts, and small businesses, including corporate clients. The firm offers discretionary portfolio management alongside complimentary financial planning, using model portfolios developed through third-party software and fundamental analysis, with an emphasis on long-term holdings.

Scot Bennett is a Series 65-licensed financial advisor with 24 years of industry experience. He is the principal of SAB Group Financial, P.A., an independent firm based in Tamarac, Florida, where he has worked since 2004. In addition to his advisory role, Bennett serves as president of an accounting firm, SAB Group, P.A. SAB Group Financial, P.A. provides portfolio management and trustee services primarily to individuals, retirement and pension plans, and trusts. The firm’s investment approach incorporates fundamental analysis from third-party newsletters and technical analysis for trade timing, with both discretionary and non-discretionary authority used in client accounts. Its affiliation with an accounting firm offering tax and audit services is a notable feature of the firm’s operations.

Andrea Puerta Carreno is a financial advisor at AP Financial Contingency Group Inc with nine years of industry experience. She holds a Series 65 credential and has worked at firms including Ohio National Financial Services, Primerica Advisors, and Ash Brokerage. Outside of advising, she is a part-time piano instructor at a family-owned music academy, owns AP Rabbit Hole LLC where she assists clients with business management and marketing, and is a licensed Florida real estate sales associate. AP Financial Contingency Group Inc provides portfolio management, financial planning, and subadvisory services primarily focused on insurance products and annuities. The firm emphasizes client education, uses modern portfolio theory, and manages most assets on a non-discretionary basis with regular reporting.