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.

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 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.

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.

Justin Wine is a CFP® professional with 26 years of industry experience. He is the principal of Aspen Wealth Management, LLC, an independent firm based in Miami Beach, FL. Prior to founding Aspen Wealth Management, he worked at BCG Securities and Emerson Equity LLC. Outside of financial advising, he owns Aspen Watch Trading LLC, a business focused on buying and selling collectible watches. Aspen Wealth Management offers portfolio management and financial planning services to individual clients and select institutional relationships such as pension and profit-sharing plans and charitable organizations. The firm uses a combination of fundamental and technical analysis to create customized or model portfolios that may include a range of securities, including equities, ETFs, bonds, and private investments.

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 Florida resident life insurance license, though he does not provide insurance products or services. Valoir Wealth LLC advises individuals, trusts, corporations, and employer-sponsored retirement plans through asset management, financial planning, and retirement plan consulting. The firm employs multiple analysis methods and asset-allocation strategies, including use of derivatives and options, while operating under a fiduciary standard.

Richard Brooks is the sole advisor at Rnb Wealth Management Group in North Miami Beach, FL, with 32 years of industry experience. He holds the Series 65 and Series 63 licenses and has been with Rnb Wealth Management Group since 2004. Rnb Wealth Management Group is an independent registered investment adviser providing discretionary investment management to individual and high-net-worth clients. The firm uses a combination of charting, fundamental and technical analysis, and may engage in both long- and short-term trading strategies, including the use of private placements, micro-cap stocks, structured products, and margin/short-selling for margin-approved accounts.

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.

Carolina Escalante is an advisor at GEG Advisors in Aventura, FL. She holds a Series 65 designation and has prior experience at firms including Global Tuition and Education Ins, Corficolombiana S.A, and Itau Securities. GEG Advisors is an independent investment adviser serving high-net-worth individuals, families, trusts, and qualified entities. The firm employs a disciplined, long-term investment approach combining top-down asset allocation with bottoms-up selection across a broad range of instruments, including equities, fixed income, private equity, and hedge funds.

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.

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.

Javier Diaz is a CFP® professional with three years of industry experience. He is the founder and sole advisor at Accessible Financial Planning LLC, where he has worked since 2024. His prior experience includes roles as an independent contractor and positions at Accessible Financial Planning, Inc. and Connemara Group, LLC. Accessible Financial Planning LLC is a state-registered investment adviser that offers investment management and financial planning services to individuals and high-net-worth clients. The firm combines passive portfolio construction with fundamental analysis and provides educational seminars, due diligence on third-party advisers, and flexible planning engagements.