Michael Frustaci is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked with Global Assets Advisory since 2019 and is also affiliated with International Assets Investment Management, LLC and International Assets Advisory LLC. Frustaci serves as managing member of Palladium Wealth Advisors, LLC, a private label entity related to his financial business. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of advisors, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, with an investment approach that includes customized portfolios using mutual funds, ETFs, equities, and fixed income.

Amy Yost is a financial advisor at Global Assets Advisory, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she serves as secretary for the Kamas Valley Business Association and is a member of the Summit County Recreation Arts and Parks Advisory Committee, contributing to the review of grant applications. Global Assets Advisory, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of advisors, offering customized portfolios with a long-term investment approach supported by internal management and third-party asset managers.

Nicholas Blackwell is a financial advisor with Global Assets Advisory, LLC, holding a Series 66 designation and eight years of industry experience. He has worked previously at Noyes Advisors LLC and David A. Noyes & Company. Outside of his advisory work, he serves as a deacon of finance at Castleton Community Church in Indianapolis. Global Assets Advisory, LLC is an SEC-registered adviser managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers investment management, financial planning, retirement plan advisory services, and consulting through a team of advisors and a network of independent representatives.

David Chin is a CFP® professional affiliated with Global Assets Advisory, LLC in New York, NY, with 22 years of industry experience. He has been associated with International Assets Advisory LLC since 2010 and has held roles at Raymond James Financial and its affiliates since 2008. Outside of his advisory work, he is involved with International Assets Investment Management LLC as an advisor. Global Assets Advisory, LLC is an SEC-registered firm managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, employing a long-term investment approach with customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income.

Jesse Cole is a financial advisor at Global Assets Advisory, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Global View Capital Management, LLC and Global View Capital Advisors, LLC. Outside of financial advising, he is employed as a well technician with AES-Houston Contracting Co. for ASRC Energy Services, Inc. Global Assets Advisory, LLC serves individuals, high-net-worth clients, retirement plans, charities, and businesses, managing approximately $552 million. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services through a team-based approach that utilizes a range of mutual funds, ETFs, equities, and fixed income with both internal and third-party asset management.

Matthew Lampman is a financial advisor with Global Assets Advisory, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with firms including Primus Financial Services, LLC and International Assets Advisory, LLC. Lampman is involved in operational and administrative roles with affiliated entities such as International Assets Investment Management LLC and Lampman Ventures LLC. Global Assets Advisory, LLC serves individuals, high-net-worth clients, retirement plans, charities, and businesses, managing approximately $552 million. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and referrals, utilizing a long-term investment approach with customized portfolios and a multi-affiliate corporate structure.

Matthew Fannin is a financial advisor with Global Assets Advisory, LLC in McKinney, TX, holding a Series 66 credential and having 27 years of industry experience. His prior roles include positions at LPL Financial, Ameriprise, and Alpha Wealth Management and Planning LLC. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses, managing approximately $552 million through a team of eight advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, employing a long-term investment approach with portfolios built from mutual funds, ETFs, individual equities, and fixed income.

Jay Jensen is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Global View Capital Management and Purshe Kaplan Sterling Investments. Jensen is also president of Jensen Financial, LLC, a private label entity for his securities business. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management and works through a network of independent advisors who tailor portfolios using various investment vehicles and third-party managers, generally emphasizing a long-term investment approach.

James Case is a financial advisor with Global Assets Advisory, LLC and holds Series 63 and Series 65 credentials. He has two years of industry experience and a background in private equity with over a decade at James A. Case - Private Equity. His prior experience includes a long tenure at Alacrity and a brief period at J.P. Morgan Securities Inc. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors and a network of independent representatives, offering customized portfolios with mutual funds, ETFs, equities, and fixed income using both discretionary and non-discretionary strategies.

Noriko Ikeda is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services and U.S. Bancorp Advisors, among others. She is also an advisor at International Assets Investment Management, LLC. Global Assets Advisory, LLC serves individuals, high-net-worth clients, retirement plans, charities, and businesses, managing approximately $552 million. The firm offers investment management, financial planning, and retirement plan advisory services through a team of advisors using a combination of mutual funds, ETFs, equities, and fixed income with both internal and third-party management.

Laurna Hart James is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at International Assets Advisory, Investacorp, Capital Financial Group LLC, and Regions Bank. Outside of her advisory work, she is involved as a distributor for a scented household supplies business. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management and uses a long-term investment approach while allowing tactical trades and other strategies consistent with client objectives.

Hiroshi Mizutani is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior positions include roles at Merrill, Citigroup Global Markets, and Western International Securities. Global Assets Advisory, LLC serves individuals, high-net-worth clients, retirement plans, charities, and businesses with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s team approach emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income, employing both internal and third-party asset managers.

David Lloyd is a financial advisor at Global Assets Advisory, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Grace Capital Management and Triad Advisors, Inc. In addition to his advisory roles, he has been involved with a private label financial business, a tax management holding company, and a health insurance brokerage. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million across a team of eight advisors, offering discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and third-party program referrals.

Aaron Symonette is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at International Assets Advisory, LLC and its affiliated entities since 2016. Symonette also serves as an assistant football coach and defensive coordinator for youth sports. Global Assets Advisory, LLC is an SEC-registered firm that provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, charities, and businesses. The firm manages approximately $552 million and employs a long-term, customized portfolio approach using mutual funds, ETFs, equities, and fixed income.

Jeffrey Winn is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Global Assets Advisory since 2019 and is also affiliated with International Assets Investment Management, LLC and International Assets Advisory, LLC. Winn serves as an advisory board member for Stansberry Asset Management. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million and offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and consulting services through a team of advisors and a network of independent representatives.

John Minezaki is a financial advisor at Global Assets Advisory, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Raymond James Financial Services, Inc., Western International Securities, Inc., and International Assets Advisory, LLC. Outside of advisory work, he is engaged as a staff accountant and tax staff in public accounting roles. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of advisors, offering investment management, financial planning, retirement plan advisory, and consulting services, with a focus on customized portfolios and a long-term investment approach.

Timothy Rigsby is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Grace Capital Management, Triad Advisors, Inc., and Jbl Wealth Management. Outside of his advisory work, he owns and operates a marketing firm and a tax and accounting services business. Global Assets Advisory provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm delivers tailored portfolio management through independent investment advisor representatives, emphasizing a long-term investment approach while allowing tactical strategies consistent with client objectives.

Ian James is a financial advisor with Global Assets Advisory, LLC and holds a Series 63 designation. He has 30 years of industry experience with previous roles at firms including Investacorp Advisory Services and Capital Financial Group, where he has maintained ongoing involvement since 2007. Outside of his advisory work, he is a contributing book author and a silent partner in a restaurant and bar business. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million and offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services through a team of eight advisors and a network of independent representatives.

Jeffery Forrestall is a financial advisor with Global Assets Advisory, LLC, holding a Series 63 designation and five years of industry experience. He has worked at several firms including LPL Financial and INVEST Financial Corp, and he is the president and managing partner of Forrestall CPAs, a CPA firm established in 1994. Forrestall also serves as an advisor at International Assets Investment Management, LLC. Global Assets Advisory, LLC is an SEC-registered adviser managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers customized portfolio management, financial planning, and retirement plan advisory services, employing a long-term investment approach with flexible rebalancing and utilizing both internal and third-party asset managers.

Benjamin Zamojski is an advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with firms including International Assets Advisory, LLC and Grace Capital Management, LLC. Outside of his advisory role, Zamojski is involved in marketing through Laszlo Rigsby Advisory Services and is an independent health and life insurance agent, as well as a plasma donor. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors and offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and referrals to third-party programs.

Richard Weiss is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at firms including Primus Financial Services, Cantella & Co., Inc., and Investors Capital Corp. Weiss also serves as chief compliance officer for multiple affiliated registered investment advisers. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million and offers investment management, financial planning, and retirement plan advisory services through a team-based approach.

Patrick Egan is a financial advisor at Global Assets Advisory, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coordinated Wealth Management, LLC, Western International Securities, Inc., and operated as a licensed tax preparer for 25 years. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services with a focus on customized portfolios and both internal and third-party asset management.

David Dodson is a financial advisor with Global Assets Advisory, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at JPMorgan Chase, Morgan Stanley, and Merrill. Dodson is also the founder and managing member of G2 Rampart Consulting, LLC, a private label financial business. Global Assets Advisory, LLC serves individuals, high-net-worth clients, retirement plans, charities, and businesses, managing approximately $552 million through a team of eight advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing a long-term approach with mutual funds, ETFs, equities, and fixed-income investments.

Carlos Sisniega is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Cetera Advisors LLC and Integral Financial Services, where he has been active since 1993. He serves as a board member for several organizations including the Center for Character Formation, Human Industries, Transportation Solutions Holding, and VIFAC, a shelter for pregnant women in Ciudad Juarez, Mexico. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of advisors, offering customized investment management and financial planning services that utilize a combination of internal management and third-party strategies.

Jacobo Leon Giraldez is a financial advisor with Global Assets Advisory, LLC and holds Series 63 and Series 65 licenses. He has one year of industry experience and has worked at various firms including International Assets Investment Management, LLC and Oripoto Capital, LLC. His background also includes roles outside finance such as involvement with Pro 42 eSports and LT Academy. Global Assets Advisory, LLC is an SEC-registered adviser that serves individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million and offers investment management, financial planning, retirement plan advisory services, and consulting with a focus on customized portfolio strategies using mutual funds, ETFs, equities, and fixed income.

Christopher Mc Caffrey is a financial advisor at Global Assets Advisory, LLC with 30 years of industry experience. He previously worked for Morgan Stanley and its affiliated entities for over 15 years and A. G. Edwards & Sons, Inc. for five years. Outside of his advisory work, he serves as a committee member for Saint Vincent DePaul Parish and holds executive and advisory roles with local community organizations in Petaluma, California. Global Assets Advisory, LLC is an SEC-registered firm managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, employing customized long-term investment strategies through a team of advisors and affiliated third-party managers.

Alan Hansen is a financial advisor at Global Assets Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including International Assets Advisory, LLC and Global View Capital Management, Ltd. Hansen also serves as a trustee for private trusts related to financial and real estate businesses. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm employs a long-term investment approach and offers tailored portfolio management through a network of independent advisors using a variety of investment vehicles and third-party managers.

Collin Fingon is a financial advisor with Global Assets Advisory, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at International Assets Investment Management LLC, Cetera Advisors LLC, and Bright Futures Wealth Management, LLC. Outside of advising, he is a board member of the Lake Bomoseen Preservation Trust and serves on the Rutland Town School Board. He is also involved as a member and manager of Brix Bistro, a restaurant and bar. Global Assets Advisory, LLC is an SEC-registered firm that manages approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm employs a team-based approach using customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income, implementing both internal and third-party management strategies.

John Miller is a CFP® with 15 years of industry experience, currently serving as an investment advisor representative at Global Assets Advisory, LLC since 2025. He has held previous roles at International Assets Investment Management, LLC, and Morgan Stanley. Miller is a volunteer board trustee for the Atlantic Beach Police Pension. Global Assets Advisory, LLC is an SEC-registered adviser managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing a long-term approach with a diversified portfolio of mutual funds, ETFs, equities, and fixed income.

David Weinberger is a financial advisor at Global Assets Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked with several firms, including Primus Financial Services, Tactical Investment Strategies, and International Assets Advisory. Outside of advisory roles, he is the owner of Weinberger Consultants, Inc., a consulting business focused on tax and organizational matters, and also owns a travel agency, Concierge Cruise & Travel. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of advisors and independent representatives, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services with a long-term, customized portfolio approach.