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.

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 of Valle Financial Group and holds Series 65 and Series 63 licenses. He has 17 years of experience in the financial industry, with prior roles including business development and brokerage services at several firms such as Dinosaur Merchant Bank Limited and Navona International Services LLC. Outside of his advisory work, he is involved in business development through Navona International Services 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 constructs customized asset allocations utilizing equities, fixed income, options, and alternative investments, incorporating third-party research and in-house due diligence, and offers consulting services under various fee 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 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.

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.

Pedro Gomez is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Brickell Financial Group LLC since 2016. He is the author and content creator of www.globalfinancialplan.com, a blog covering personal travel, retirement destinations, book reviews, financial concepts, politics, culture, and lifestyle. Brickell Financial Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and business entities, with a particular focus on cross-border and non-U.S. clients. The firm employs a documented, multi-method investment process and offers a bilingual newsletter as part of its services.

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.

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.

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.

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.