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.

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 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.

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 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.

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.

Juan Rodriguez is a Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at Aquasphere AM LLC, where he has worked since 2022. Rodriguez’s prior experience includes roles at VectorGlobal WMG and FCS, and he has also been involved with Hotel Plaza Palace S.A. since 2014. Aquasphere AM LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a multi-method investment approach and offers a range of strategies, including long and short trading, margin and options transactions, and alternative investments.

Edward Urquidi is the sole advisor at Futura Asset Advisors LLC in Coral Gables, FL, holding Series 63 and Series 66 licenses with 33 years of industry experience. He previously worked at Insight Securities, Inc. for 15 years and has led Futura Asset Advisors as president since 2005. Outside of his advisory role, he serves as a director of Alta Corporate Services LLC, which provides corporate services to his firm. Futura Asset Advisors offers investment advisory and consulting services to high-net-worth individuals, families, foundations, trusts, private investment funds, and institutions. The firm provides discretionary portfolio management and non-asset-based consulting, tailoring portfolios based on clients’ risk profiles, liquidity needs, and strategic goals, with an investment approach grounded in Modern Portfolio Theory.

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.

Juan Solorzano is a financial advisor at Parrish Capital Advisors LLC in Coral Gables, FL. He holds the Series 65 designation and has been working in the industry since 2021, including four years at Proline Consulting Group. Prior to his advisory career, he completed seven years of schooling. Parrish Capital Advisors provides discretionary and non-discretionary investment advisory services and financial planning to high-net-worth individuals, trusts, family entities, and pooled investment vehicles. The firm employs a mix of fundamental, quantitative, and market-based analysis and offers hourly financial planning alongside portfolio management tailored to client objectives and risk tolerance.

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.

Andres Rosa Gandara is a financial advisor with Angelus Investment Consulting, Inc. He holds a Series 66 designation and has 11 years of industry experience. His prior work includes roles at Loyola Asset Management LLC and Western International Securities, Inc. Angelus Investment Consulting provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages a concentrated client base and employs a range of strategies including fundamental, technical, and quantitative analysis, with both discretionary and non-discretionary services.