Vladislav Sheykhet is the principal of Teradime Financial LLC, an independent advisory firm, and holds a Series 65 designation with nine years of industry experience. He also serves as Director of Software Development at Vitech Systems Group, Inc., a role unrelated to his financial advisory work. Teradime Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and institutional clients. The firm builds customized portfolios primarily using ETFs, supplemented by mutual funds, individual stocks and bonds, options, and REITs, and employs a long-term investment strategy with ongoing account monitoring and risk management.

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.

Javier Contreras is the owner and sole advisor at Valle Financial Group with 17 years of industry experience. He holds Series 65 and Series 63 designations and has worked with firms including Dinosaur Securities, Dinosaur Merchant Bank Limited, and Vento Group Corp. Outside his advisory role, he is involved in business development through Navona International Services LLC and serves as a broker-dealer representative with Dinosaur Financial Group LLC. Valle Financial Group provides discretionary and non-discretionary portfolio management and advisory services primarily to institutional clients, small businesses, and high-net-worth investors. The firm offers customized asset allocation strategies across multiple asset classes and utilizes both third-party research and in-house due diligence, with capabilities that include hedging, derivatives, and flexible consulting arrangements.

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 provides financial planning, ERISA fiduciary services, and discretionary portfolio management for individuals, high-net-worth clients, and business entities. The firm employs customized portfolios based on asset allocation combined with fundamental and technical analysis and offers a dividend-focused “Power One” total-return strategy emphasizing investment-grade preferred securities.

Andrey Ilyasov is a financial advisor at Solomon Capital Partners LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Bank of America, and Merrill. Outside of his advisory role, he is president of a mortgage company and also provides business consulting services. Solomon Capital Partners primarily manages pooled and institutional investment accounts, including retirement plans, corporations, nonprofits, and governmental entities. The firm employs fundamental analysis and Modern Portfolio Theory in discretionary, long-term portfolio management and offers financial planning and retirement plan consulting services.

Henry Smith is a financial advisor with Spencer Smith Asset Management, Inc. in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes a six-year tenure at Merrill and over a decade at Spencer Smith Asset Management across multiple periods. Spencer Smith Asset Management is a fee-only registered investment adviser serving individuals and various organizational clients, including family offices, foundations, corporations, trusts, and retirement plan sponsors. The firm uses model allocations guided by an Investment Policy Statement, incorporating modern portfolio theory and tactical asset allocation, with a notable focus on pension and profit-sharing plan clients and ERISA-related accounts.

Federico Flom is a financial advisor at Methodica Investment Management LLC with nine years of industry experience. He holds a Series 65 designation and also works as an analyst at FNY Capital, where he focuses on investment research and fundamental analysis. Methodica Investment Management provides discretionary investment management and financial planning services, tailoring strategies to each client’s goals, risk tolerance, and liquidity needs. The firm combines fundamental, technical, cyclical, and charting analysis to construct portfolios and serves a mix of individual, corporate, and institutional clients, including a notable non-U.S. client presence.

Jacob Bengio is the principal of Gioben Capital LLC in Aventura, FL, holding a Series 65 credential with five years of industry experience. Prior to founding Gioben Capital in 2021, he worked at Inversiones Mase SpA and Corporacion Aish Chile, and spent a decade with Sonido y Vision Ltda. Outside of his advisory role, he serves as manager of several family-owned business entities unrelated to his investment activities. Gioben Capital provides customized portfolio management services to individuals, high-net-worth clients, and business entities, creating tailored Investment Policy Statements and offering discretionary trading authority. The firm employs a multi-method investment approach spanning fundamental, quantitative, technical, and charting analyses, and manages accounts using strategies that include long-term holdings, short sales, and options trading.

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.

Bogumil Baranowski is a financial advisor with Blue Infinitas Capital, LLC in Miami, FL, holding Series 63 and Series 65 licenses with 11 years of industry experience. Prior to founding Blue Infinitas Capital in 2024, he worked at Sicart Associates, LLC for eight years. He hosts and owns "Talking Billions," a weekly investing podcast that serves as both a continuing education platform and an income-producing activity. He also serves as a trustee for two trusts managed by his firm and receives royalties from published books. Blue Infinitas Capital provides discretionary portfolio management primarily for individuals and high-net-worth clients, including fiduciary advice and trust management services. The firm employs a value-investing approach focused on equities, ETFs, and select fixed income or non-U.S. securities, serving both personal investors and non-individual account types.

Lawrence Dauer III is a financial advisor at Valoir Wealth LLC with 23 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at LPL Financial and The Bank of Missouri. Dauer also maintains an active insurance license, although he does not offer insurance products or services. Valoir Wealth LLC provides asset management, comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a multifaceted investment process that incorporates fundamental, quantitative, technical, sector, and cyclical analysis, along with various asset-allocation strategies and duration management, operating under a fiduciary standard.

Richard Brooks is a financial advisor with Rnb Wealth Management Group in North Miami Beach, FL, holding Series 65 and Series 63 licenses and over 32 years of industry experience. He has been with Rnb Wealth Management Group since 2004 and previously worked at Citigroup Global Markets from 2001 to 2004. Rnb Wealth Management Group provides discretionary investment management primarily to individual and high-net-worth clients, managing approximately $59.4 million across about 58 accounts. The firm employs a combination of charting, fundamental and technical analysis, and may utilize private placements, micro-cap stocks, structured products, and margin or short-selling strategies.

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 22 years of industry experience. He has worked at Charter Advisory Corporation and LPL Financial LLC before founding his current firm. His business activities include selling a range of insurance products, such as fixed annuities, life insurance, disability, and Medicare supplements. Tavel Insurance & Financial Services provides investment advisory services and insurance products to individual and high-net-worth clients. The firm refers clients to third-party investment advisers for portfolio management while maintaining an active insurance brokerage, with a focus on recommending and monitoring external managers rather than managing client assets directly.

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.

Carolina Escalante is a financial advisor at GEG Advisors with a Series 65 credential and no prior industry experience. Her previous work experience includes roles at Global Tuition and Education Ins, Corficolombiana S.A, Itau Securities, and RENTA 4 Global Fiduciaria. GEG Advisors, LLC is an SEC-registered independent investment adviser serving individuals, high-net-worth clients, trusts, estates, and institutional clients such as endowments and foundations. The firm offers discretionary and non-discretionary portfolio management and advisory services focused on a disciplined investment process incorporating top-down asset allocation and bottom-up security selection across a broad range of traditional and alternative investment instruments.

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.

Teresa Chan is a CFP®-certified financial advisor with 18 years of industry experience. She is the sole advisor at GoalFocus Financial, LLC, an independent firm she has been associated with since 2007. In addition to her advisory work, she sells fixed insurance products. GoalFocus Financial, LLC provides comprehensive financial planning, consulting, and investment management primarily to a small, high-net-worth client base. The firm emphasizes retirement, investment, and insurance planning, utilizing no-load mutual funds, ETFs, and tailored strategic asset allocations under discretionary management.