B1 Financial

Stuart Brisgel is a financial advisor at B1 Financial with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cumulare Asset Management LLC and B One Advisors, LLC. Outside of his advisory work, he serves as Vice President on the board of the Winston Tower 400 Condo Association and owns several small businesses including Enviro Wood Cutlery, The Glove Store, To Your Door Dental, and The Rant Network. B1 Financial serves individual clients, high-net-worth individuals, and business entities, providing financial planning, ERISA fiduciary services, and discretionary portfolio management. The firm employs a mix of asset allocation, fundamental and technical analysis to build customized portfolios, and offers a fixed-income–oriented total-return strategy focusing on investment-grade preferred securities through a wrap-fee program.

Jon Paul Espinoza is a financial advisor at B1 Financial in Aventura, FL, holding Series 63 and Series 66 licenses with over a decade of experience in the industry. His prior roles include positions at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Espinoza also maintains outside advisory affiliations and a private advisory business. B1 Financial serves individual clients, high-net-worth individuals, and business entities, offering financial planning, ERISA fiduciary services, and discretionary portfolio management. The firm employs a combination of asset allocation, fundamental and technical analysis to create customized portfolios, including the Power One strategy, a fixed-income–oriented approach focused on investment-grade preferred securities and active risk management.

Michael Koziashvily is a financial advisor at B1 Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Trading Unlimited, where he manages an online Amazon store handling product listings, orders, pricing, and customer relations. He has also worked at OUTSTA, Cross Country Healthcare, the Russian Chabad Center of Sunny Isles, and Upside Finance Ltd. B1 Financial serves individual clients, high-net-worth individuals, and business entities by providing financial planning, ERISA fiduciary services, and discretionary portfolio management. The firm employs a blend of asset allocation, fundamental and technical analysis to create customized portfolios and offers a fixed-income–oriented total-return strategy called Power One, which focuses on investment-grade preferred securities and active trading controls.