Rudy Garcia

Brian Franke is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and three years of industry experience. He has been with Global View Capital Management since 2022 and is also involved with affiliated firms Global View Capital Insurance Services and Global View Capital Advisors. Outside of finance, he is the owner and musical performer for Far Away Music, LLC, an entertainment business he has operated since 2010. Global View Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment process using technical analysis and algorithmic research to manage approximately $708 million in discretionary assets across 85 advisors and 3,900 client relationships.

Robin Davis is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Prudential Annuities Distributors, Inc., the Prudential Insurance Company of America, and Wells Fargo Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios built from mutual funds, ETFs, and ETPs.

Patrick Mullins is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Business Development Manager at Strategic Financial Planners from 2004 to 2006. In his current role, Patrick assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives.

Chad Davis is a financial advisor at Fidelity with 19 years of industry experience and holds a Series 66 designation. His prior work includes roles at TD Ameritrade, Scottrade, Citizens & Farmers Bank, and LPL Financial. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a research-driven approach that combines fundamental analysis with quantitative and algorithmic methods. The firm is noted for its use of model portfolios, management of registered investment companies, and application of advanced technologies such as AI in its investment process.