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® with 26 years of industry experience, currently serving as the sole advisor at Aspen Wealth Management, LLC in Miami, FL. His career includes roles at Emerson Equity LLC, BCG Securities, LPL Financial, Merrill, and UBS Financial Services. Outside of financial advising, he owns Aspen Watch Trading LLC, where he engages in buying and selling watches. Aspen Wealth Management, LLC is an independent registered investment adviser managing approximately $33.2 million in assets. The firm provides discretionary portfolio management and financial planning to individuals, charitable organizations, and pension or profit-sharing plans, employing a combination of fundamental and technical analysis across a variety of investment vehicles.

Nathaniel Anter is a financial advisor at Anter Capital LLC in Miami, FL. He holds a Series 65 designation and has one year of industry experience. Prior to founding Anter Capital, he worked at Bloomberg L.P. for four years. Anter Capital is a newly established independent registered investment adviser that provides discretionary portfolio management and related advisory services to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental and cyclical analysis with a long-term investment orientation, using primarily low-cost mutual funds and ETFs alongside other securities as appropriate.

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 insurance license, although he does not offer insurance products or services. Valoir Wealth LLC provides asset management, comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a multifaceted investment process that incorporates fundamental, quantitative, technical, sector, and cyclical analysis, along with various asset-allocation strategies and duration management, operating under a fiduciary standard.

Richard Brooks is a financial advisor with Rnb Wealth Management Group in North Miami Beach, FL, holding Series 65 and Series 63 licenses and over 32 years of industry experience. He has been with Rnb Wealth Management Group since 2004 and previously worked at Citigroup Global Markets from 2001 to 2004. Rnb Wealth Management Group provides discretionary investment management primarily to individual and high-net-worth clients, managing approximately $59.4 million across about 58 accounts. The firm employs a combination of charting, fundamental and technical analysis, and may utilize private placements, micro-cap stocks, structured products, and margin or short-selling strategies.

Menachem Harlig is the principal of Harlig Financials, an independent firm based in Miami, FL. He holds a Series 65 designation and has one year of experience in the financial advisory industry. Prior to founding Harlig Financials, he worked in various roles at organizations including Pediatrix Medical Group, Norwegian Cruise Line, Nestle, the U.S. Securities and Exchange Commission, and the United States District Court for the Southern District of Florida. He is also licensed as an insurance agent offering life, health, annuity, and disability insurance products through his firm. Harlig Financials serves individuals, families, high-net-worth clients, institutions, and business owners by providing financial planning, investment management, and consulting services. The firm constructs portfolios tailored to clients’ goals, time horizons, and risk tolerance using a fundamental analysis approach with occasional tactical asset-allocation adjustments, and offers multiple engagement options including subscription and hourly consulting.

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.

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.

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.

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 an independent financial advisor at Longship LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avanti Investment Services LLC, Lake Forest Securities, Blv Securities, and Intl Fcstone Financial Inc. Outside of his advisory work, Ridolfi 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 utilizes third-party macroeconomic research alongside its own due diligence to create customized portfolios across equities, fixed income, options, and alternative investments.

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, 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.