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.

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.

Thomas Robinson is a CFP® and CFA® with seven years of experience in the financial industry. He is a principal at Robinson Global Investment Management LLC, a firm he has been with since 2020. Robinson also serves as the Department Chair and teaches Portfolio Management at the College for Financial Planning, dedicating up to 25% of his workweek to these academic responsibilities. Robinson Global Investment Management LLC primarily manages pooled vehicles and institutional assets while offering discretionary portfolio management, financial planning, and consulting to a range of clients, including individual investors. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to build diversified portfolios and utilizes a variety of investment vehicles tailored to client objectives and risk tolerance.

Michelle Blouin is a financial advisor at Route 20 Private Wealth Inc. with three years of industry experience. She holds a Series 65 designation and has worked at several related firms, including Fortitude Advisory Group and Randstad. Route 20 Private Wealth Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages client portfolios using a variety of strategies and serves as subadviser to an exchange-traded fund, distinguishing itself with its operational roles in pooled investment vehicles.

Zvika Feldman is a financial advisor at 1818 Private Client Group, LLC with 18 years of industry experience. He holds the Series 66 credential and previously worked for Bank Leumi USA and Leumi Investment Services for 14 years. Feldman is also a business developer for Ari Financial Group, an insurance agency, in addition to his advisory role. 1818 Private Client Group, LLC is an SEC-registered advisory firm serving high-net-worth individuals with discretionary and non-discretionary portfolio management and assets-under-advisement services. The firm utilizes a variety of investment techniques and instruments, including equities, fixed income, and derivatives, with a focus on tailored risk management documented in Investment Policy Statements.

Bilay Ozgun is a financial advisor at 1818 Private Client Group, LLC in Aventura, FL, holding a Series 66 license with three years of industry experience. His prior experience includes roles at Miura Investment Advisors, Israel Discount Bank of New York, and Bank Leumi USA. Ozgun maintains active real estate sales associate and mortgage loan originator licenses, though he does not currently engage in these activities. 1818 Private Client Group, LLC is an SEC-registered advisory firm serving high-net-worth individuals through discretionary and non-discretionary portfolio management and assets-under-advisement services. The firm employs fundamental, quantitative, technical, and portfolio-construction techniques, with a notable focus on derivative strategies and tailored currency hedging consistent with client investment policy statements.

Kevin Hoffmann is a financial advisor with Horowitz & Company, Inc. in Fort Lauderdale, FL. He holds a Series 65 designation and has been with the firm since 2008. Hoffmann is a partner and owner of TriggerCharts, LLC, a business focused on developing and selling trading indicators. Horowitz & Company serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a multi-strategy investment approach that includes aggressive managed-growth, goal-based allocations, and macro-driven global models, with the use of margin and short positions in certain strategies.

Mahesh Bhuta is the managing member of Bhuta Wealth Management, LLC in Coral Springs, Florida, holding a Series 65 designation with 14 years of industry experience. He has led Bhuta Wealth Management since 2011 and also operates as an independent insurance agent, offering life insurance, long-term care, and fixed and indexed annuities. Bhuta Wealth Management primarily serves individual and high-net-worth clients, providing customized portfolio management and financial planning. The firm emphasizes tailored investment programs, non-discretionary account management, and incorporates a range of strategies including long- and short-term trading and options writing.

Stuart Brisgel is a financial advisor at B1 Financial in Aventura, FL, holding Series 63 and Series 66 designations with 15 years of industry experience. He has worked with B1 Financial since 2022 and previously spent six years at Cumulare Asset Management. Outside of his advisory work, Brisgel serves as vice president on the Winston Tower 400 Condo Association board and owns multiple small businesses, including Enviro Wood Cutlery and The Glove Store. B1 Financial serves individual clients, high-net-worth households, and corporate employee benefit plans, providing financial planning, discretionary portfolio management, and ERISA fiduciary services. The firm uses a mix of asset allocation, fundamental and technical analysis, and manages customized portfolios with a range of investment instruments, conducting regular client reviews.

Laura Walsh is a CFP® professional at Lifespan Financial Strategies, Inc. in Weston, FL, with 29 years of industry experience. She worked at LPL Financial for 11 years before returning to Lifespan Financial Strategies, where she has been since 1997. She is also licensed to sell non-variable insurance in Florida. Lifespan Financial Strategies provides financial planning, portfolio management, and tax-preparation services to individuals, trusts, estates, retirement plans, and business entities. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers through the AssetMark platform.