Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

James G

Series 63, Series 65

Princeton, NJ

Global Value Investment Corporation

James Geygan is a financial advisor at Global Value Investment Corporation with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Funds Distributor, LLC. Geygan serves as a board member of Commerce Media Solutions. Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, pooled vehicles, pension, and charitable clients. The firm employs fundamental analysis with both short- and long-term strategies, managing portfolios on a discretionary basis tailored to client needs.

Active portfolio management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner
user avatar
firm logo

Jeffrey G

Series 63, Series 65

Charleston, SC

Global Value Investment Corporation

Jeffrey Geygan is a financial advisor with Global Value Investment Corporation, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Prior to joining Global Value Investment Corporation, he served as Interim CEO and a board member of Rocky Mountain Chocolate Factory. Global Value Investment Corporation provides discretionary investment research and advisory services to individual and institutional clients, including high-net-worth investors and pooled vehicles. The firm employs a fundamental analysis approach supported by in-house and subsidiary research, managing portfolios with both short- and long-term strategies tailored to client needs.

Active portfolio management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner
user avatar
firm logo

Malcolm M

Series 65

Huntington, WV

Global Value Investment Corporation

Malcolm Maclaren is a financial advisor at Global Value Investment Corporation with three years of industry experience. He holds a Series 65 credential and previously worked in legal roles, including at the Law Offices of Malcolm J. MacLaren and The Circuit Court of Cook County, Illinois. Outside of advisory work, he is a co-member of Machair, LLC, a commercial real estate company. Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, pooled vehicles, pension, and charitable clients. The firm’s investment approach centers on fundamental analysis conducted by an in-house research team and includes both short- and long-term strategies, with portfolios tailored to client specifications on a discretionary basis.

Active portfolio management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner
user avatar
firm logo

Thomas M

Series 63, Series 65

Milwaukee, WI

Global Value Investment Corporation

Thomas Molosky is a financial advisor at Global Value Investment Corporation in Milwaukee, WI, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm, also known as Milwaukee Private Wealth Management, since 2014. Outside of his advisory role, he is involved with Tuscola Farms, LLC. Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, including high-net-worth investors, as well as pooled vehicles, pension, and charitable clients. The firm’s investment process emphasizes fundamental analysis through an in-house research team and employs both short- and long-term strategies with tailored portfolio management.

Active portfolio management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)