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.

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.

Vitor Gama is a financial advisor affiliated with Longship LLC, holding Series 65 and Series 66 licenses with two years of industry experience. His prior roles include positions at Portfel Brasil and Lifetime Family Office, as well as multiple roles at XP Investimentos and XP Securities. Longship LLC is a newly registered investment adviser providing portfolio management and investment advisory services to individuals, high-net-worth clients, family offices, and corporate entities. The firm combines third-party macroeconomic research with internal due diligence to create customized portfolios across various asset classes, managing accounts with discretionary and non-discretionary authority.

Pedro Ridolfi is a financial advisor at Longship LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Avanti Investment Services LLC, Bella Capital, Lake Forest Securities, and Blv Securities. Outside of advisory work, he is a co-owner of Sperry BJJ LLC, a fitness gym in Miami. Longship LLC provides portfolio management and investment advisory services to individuals, high-net-worth clients, family offices, and corporate entities. The firm integrates third-party macroeconomic research with internal due diligence to create customized portfolios across various asset classes and may utilize hedging, derivatives, and leverage based on client objectives and risk tolerance.

David Kassir is a financial advisor at Manna Wealth Management in Miami Beach, FL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and B. Riley Wealth Advisors. Outside of advisory work, he is involved in insurance sales and services as a sole proprietor. Manna Wealth Management is an independent, fee-based advisory firm serving individuals, high-net-worth clients, and corporate entities. The firm employs a blend of analytical methods and combines active and passive long-term investment strategies to manage portfolios, with a distinctive focus on servicing a large number of client relationships and corporate clients.

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.

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.

Cheryl Fineman is a financial advisor with Dhody Investment Group, holding Series 63 and Series 66 licenses and with 27 years of industry experience. Her prior work includes roles at Raymond James & Associates and LPS Capital LLC. Dhody Investment Group serves individuals, high-net-worth clients, families, trusts, estates, and businesses, managing approximately $341 million across 22 clients. The firm offers customized investment management and financial planning, combining fundamental and technical analysis with an internal due-diligence process to develop strategic asset allocations aligned with client goals and risk tolerances.

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.

Eric Mckenna is a financial advisor at Gables Capital Management, Inc. in Miami, FL, with 20 years of industry experience. He holds a Series 63 designation and has been with Gables Capital Management since 1997. He also serves as president of Cypress Grove Management, Inc., which acts as the general partner of Cypress Grove Partners, L.P., a hedge fund managed by his firm. Gables Capital Management provides discretionary portfolio management to high-net-worth individuals, trusts, pension and profit-sharing plans, and institutional clients. The firm combines fundamental and technical analysis to create tailored asset allocations, employing a range of investment strategies both in separately managed accounts and its private pooled vehicle.

Zvika Feldman is a financial advisor with 19 years of industry experience, currently affiliated with 1818 Private Client Group, LLC. He holds a Series 66 designation and previously worked for Bank Leumi USA and Leumi Investment Services for 14 years. In addition to his advisory role, Feldman is involved as a business developer for Ari Financial Group, an insurance agency. 1818 Private Client Group, LLC is an SEC-registered firm serving high-net-worth individuals through discretionary and non-discretionary portfolio management. The firm manages approximately $115 million across 22 client relationships and utilizes a range of investment strategies including derivatives and currency hedging, tailored to each client’s risk profile.

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.

Jorge Valdes Jr. is a CFP® professional at Financial Designs Wealth Management with two years of industry experience. He previously worked at Financial Designs Inc. and has a background connected to the University of Miami. Valdes is also an independent licensed insurance agent for health and life insurance, devoting part of his time to this business. Financial Designs Wealth Management serves individuals, trusts, corporations, and retirement plan sponsors with wealth management, portfolio management, retirement plan consulting, and estate planning coordination. The firm emphasizes personalized portfolios through asset allocation, diversification, and periodic rebalancing, utilizing third-party money managers and a range of investment vehicles.

Alex Silberwasser Bacal is a financial advisor with Veltria Advisors Corp. based in Miami, FL. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has been with ASB Consultores, LLC since 2014. Additionally, he serves as secretary of an investment committee, participating in asset allocation analysis, due diligence, and risk management. Veltria Advisors Corp. provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals. The firm uses fundamental analysis and modern portfolio theory to guide discretionary asset allocation and invests in a diverse range of instruments including mutual funds, ETFs, and alternative assets, with a notable focus on cross-border investment exposure.