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.

William Smythe is a financial advisor with Alpha Prime Capital, LLC in Miami, FL, holding a Series 65 designation and eight years of industry experience. Prior to founding Alpha Prime Capital in 2018, he worked at Glenmede Trust Company from 2016 to 2018. Alpha Prime Capital is a sole-advisor independent investment adviser serving individuals and high-net-worth clients with portfolio management and financial planning. The firm uses a combination of fundamental, technical, and quantitative methods, offering discretionary and non-discretionary management across various asset classes, including equities, fixed income, ETFs, options, and commodities.

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.

Zero Spero is the sole advisor at Kapok Capital LLC in Miami, FL, holding a Series 65 designation with 13 years of industry experience. He has managed Kapok Capital since 2011 and has been involved with the Rhonda B. Spero Revocable Trust since 2008. Kapok Capital is an independent investment adviser managing approximately $30 million in discretionary assets for a small client base of individual and high-net-worth clients. The firm combines fundamental and technical analysis and employs a range of strategies, including short sales, margin transactions, and options writing, typically operating with discretionary authority.

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.

David Kassir is a financial advisor with Manna Wealth Management in Miami Beach, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Wells Fargo Advisors and B. Riley Wealth Advisors, among others. Outside of advisory work, he is involved in insurance sales and service as a sole proprietor. Manna Wealth Management serves individual, high net worth, corporate, and business clients by providing discretionary and non-discretionary asset management combined with integrated financial planning. The firm employs a diversified investment approach incorporating long-term trading and multiple analytical methods and manages approximately $122.6 million in client assets.

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.

Cesar Miranda is an advisor at WM Advisors USA LLC with Series 63 and Series 65 credentials and two years of industry experience. He has worked previously at Highlands Investment Management LLC, VC, and Dadoo & Asociados. He is also a managing partner at WM Advisors, an independent investment advisor based in Miami, FL. WM Advisors USA LLC provides portfolio management and financial planning services primarily to high-net-worth individuals, corporations, and other business entities. The firm focuses on non-discretionary management using a combination of fundamental, technical, and cyclical analysis, employing diverse instruments and monitoring portfolios on an ongoing basis.

Eric Mckenna is a financial advisor at Gables Capital Management, Inc. in Miami, FL, holding a Series 63 designation with 19 years of industry experience. He has worked at Gables Capital Management since 1997. Outside of his advisory role, he 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 Gables Capital. Gables Capital Management is an SEC-registered investment adviser serving high-net-worth and institutional clients, including specialized trusts. The firm offers discretionary portfolio management through individually managed accounts and pooled vehicles, employing fundamental and technical analysis, long and short equity positions, options, derivatives, and margin strategies.

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.

Nina Torres is a financial advisor at Inter Advisors LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at BTG Pactual Asset Management US LLC and Banco do Brasil Securities LLC. Outside of her advisory role, she practices hypnosis therapy focused on self-development during non-business hours. Inter Advisors LLC is an SEC-registered investment adviser serving high-net-worth individuals, businesses, trusts, pension and profit-sharing plans, and institutional investors. The firm employs a combination of fundamental, technical, and quantitative analysis to manage diversified portfolios including equities, fixed income, ETFs, mutual funds, alternative investments, and other products.

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.

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.