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.

Behzad Ravan is a CERTIFIED FINANCIAL PLANNER™ professional at RC Private Wealth, LLC with two years of industry experience. He has been associated with RC Private Wealth since 2023 and concurrently with RC CPAs since 2015. Ravan is a member of the Alliott Global Alliance and serves as the financial treasurer of the Entrepreneur Organization South Florida Chapter. RC Private Wealth LLC provides investment advisory services primarily for pooled and institutional clients, including participant-directed retirement plans. The firm utilizes a Modern Portfolio Theory-based approach focusing on broad asset-class diversification with passively managed funds, supported by model portfolios and sub-advisory relationships.

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.

Brian Frank is the principal advisor at Frank Capital Partners LLC, holding a Series 65 designation with 13 years of industry experience. He has led Frank Capital Partners since its founding in 2014. The firm provides discretionary investment management to individuals, trusts, private funds, and registered investment company series. Frank Capital Partners employs a fundamental value analysis approach focused on measures such as EBITDA, free cash flow, and return on invested capital, managing portfolios primarily for long-term gains with the use of long/short positions, corporate bonds, and option strategies.

Anthony Al Nasser is a financial advisor at Sol Financial with six years of industry experience. He holds the Series 65 designation and has worked at multiple firms, including Diversify Advisory Services, DFPG Investments, and Global Wealth Partners. In addition to his advisory role, he is a licensed insurance agent and a real estate sales associate. Sol Financial is an independent advisory firm serving individuals, high-net-worth clients, charitable organizations, pension and profit-sharing plans, and certain investment-company clients. The firm offers discretionary portfolio management, financial planning, and venture capital advisory services, using a variety of investment methods and maintaining detailed client documentation and regular account reviews.

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.

Miguel Bilbao is a financial advisor at Filon Capital with 18 years of industry experience. He holds a Series 65 designation and previously worked at Jefferies LLC and Leucadia Asset Management. He has also been self-employed since 2019. Filon Capital provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, pooled investment vehicles, and pension and profit-sharing plans. The firm uses modern portfolio theory and quantitative analysis, focusing on futures while advising on equities, fixed income, ETFs, and commodities, and is noted for its use of performance-based fee arrangements and management of pooled investment vehicles.

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.

Giancarlo Fernandez is a financial advisor at Fendz Asset Management, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Fendz Asset Management since 2020. Prior to his advisory career, he held roles in the hospitality industry and has been involved with Sante Fe College. Fernandez is also licensed in life, health, and annuities insurance, dedicating part of his time to these activities. Fendz Asset Management serves primarily individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, and small businesses. The firm offers a range of services including investment management, financial planning, and pension consulting, employing a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies.

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.

Freddy Martinez is a CFP® with 21 years of industry experience, currently serving as a managing member of Forem Investments LLC since 2013. He is also a managing member of Forem Capital Partners LLC, a consulting firm focused on capital restructuring. Forem Investments LLC provides portfolio management and advisory services to individual, high-net-worth, small business, and institutional clients. The firm employs a research-driven, customized investment approach that includes equities, fixed income, options, and alternative investments, serving a notable non-U.S. client base with a cross-border focus.

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.

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.

Brett Hixon is a Certified Financial Planner® with over 22 years of experience in the financial industry. He has been with Kirtland Financial Management, Inc. since 2011, serving as an advisor and president, and holds the Series 66 designation. Hixon is also the CEO and sole shareholder of a support company affiliated with the firm. Kirtland Financial Management serves high-net-worth individuals, families, charitable organizations, pension and profit-sharing plans, and business owners. The firm provides integrated financial planning and portfolio management, emphasizing long-term investment horizons and diversification aligned with modern portfolio theory.