Jose Montalvo Jr. is a financial advisor at Global View Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Netlaw, School Loan 411 LLC, and Transamerica Financial Advisors, Inc., among others. Outside of advisory roles, he is involved in marketing and sales of insurance and advisory services through affiliated entities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a model-driven approach based on technical and quantitative methods, supported by proprietary research, to manage client portfolios according to risk profiles and investment objectives.

Arnoldo Garza is a financial advisor at Global View Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Global View Capital entities since 2010. Prior to his advisory career, Garza spent over two decades at Navistar, Inc., where he held engineering and management roles focused on diesel engine and truck development. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative analysis and operates a proprietary research platform that supports its strategies and services.

Joe Medrano is a financial advisor with Global View Capital Management LLC in Denver, CO, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at LPL Financial and 5280 Capital/Commonwealth Investment Advisors. Outside of his advisory work, he is involved with the Federal Employee Women’s Association, organizing educational events and promoting workplace diversity, and he also works as a driver for transportation services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs algorithmic, technical, and quantitative methods in its investment selection process and offers various managed account options, including sub-advisory services and a low-cost ETF-only platform.

Robert Taylor is a financial advisor with Global View Capital Management LLC in Winston Salem, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes involvement with multiple affiliated entities within the Global View Capital network since 2014 and real estate sales since 2020. He also operates as a self-employed notary public and manages an entity used for office expense management. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical approach to investment selection, using proprietary algorithmic research to guide strategies across a range of managed accounts and third-party platforms.

Alexander Fons is a financial advisor at Global View Capital Management LLC with six years of industry experience. He holds a Series 65 credential and previously worked at PricewaterhouseCoopers and US Bank. Outside of advisory work, he is a member of Eagle Home Solutions, LLC, a real estate business. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses a quantitative and technical investment approach supported by its proprietary research platform and offers a range of managed account solutions including SMAs and ETF-only options.

Scott Stewart is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Global View Capital in various roles since 2013 and also has prior experience with Education Solution Services and Kelly Educational Staffing Service. Stewart is involved as an independent contractor with Global View Capital Advisors, LLC, focusing on marketing, education, and sales of advisory services. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs technical and quantitative investment strategies supported by its proprietary research platform and offers a range of managed account options including a low-cost, ETF-only program.

Marc Jensen is a financial advisor with Global View Capital Management LLC in Pleasant Grove, UT, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior work includes a long-standing position as a teacher with Jordan School District since 1998. Jensen is involved in marketing and sales activities for affiliated advisory and insurance services within the Global View Capital network. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a model-based investment approach using technical and quantitative methods supported by proprietary algorithmic research and offers multiple portfolio options, including a Personalized Managed Account Program and a low-cost ETF-only platform.

Christina Lopes Serrao is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and four years of industry experience. Her career includes roles at multiple related entities within the Global View Capital group and prior work at Reiersen Financial. She also serves as an insurance agent marketing life, long-term care, disability insurance products, and fixed annuities. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, technical approach to investment selection supported by its proprietary research platform and offers a variety of managed account options.

Dina Fliss is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with the Global View Capital affiliates since 2010-2011 in various roles, including president and investment adviser representative. Outside of her advisory work, she serves on the National Association of Active Investment Managers board and participates on advisory boards such as Guggenheim-Rydex. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, utilizing a quantitative approach based on technical signals and algorithmic research. The firm offers a Personalized Managed Account Program with multiple investment options, alongside a low-cost, ETF-only platform and held-away account management services.

Ryan Peca is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 credential and has previous roles at Origami Risk and OneStream Software. Peca is also involved in marketing and educational activities related to insurance and advisory services through affiliated entities of his firm. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses a suitability questionnaire to establish client risk profiles and employs technical and quantitative methods, including momentum and trend-following signals, supported by its proprietary algorithmic research platform.

Mark Dittmann is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Global View Capital, he worked at Cambridge Investment Research and spent nearly two decades at Harley-Davidson Motor Company. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans, using a quantitative and technical investment approach supported by an in-house algorithmic research platform.

Anatole Kamentz is a financial advisor with Global View Capital Management LLC, holding a Series 63 designation and bringing 31 years of industry experience. He has been associated with Global View Capital Advisors and related entities since 2013. In addition to his advisory work, he owns and operates Jana's Tax Service, providing tax preparation and planning for individuals and businesses. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a suitability questionnaire to determine risk profiles and uses technical and quantitative methods to manage strategies, supported by its proprietary research platform.

Nicholas Trevino is a financial advisor at Global View Capital Management LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments and Experior Financial Group. Outside of his advisory role, he is the owner and lead instructor of Trident Sailing Academy, providing sailing instruction and related services. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses algorithmic research and technical methods to manage portfolios according to client risk profiles and specific objectives.

Waldemar Marques Ortiz is a financial advisor at Global View Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at firms including Mutual of Omaha Investor Services and Mass Mutual Financial Group. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm utilizes a quantitative, algorithm-driven approach to investment selection and offers a range of managed account programs, including a low-cost ETF-only option.

Christopher Kunz is a financial advisor with Global View Capital Management LLC based in Idaho Falls, ID. He holds a Series 65 credential and has three years of industry experience, including roles at Cetera Investment Services LLC and DL Evans Bank. Kunz is also involved in marketing and sales of advisory and insurance services through affiliated firms. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm utilizes technical and quantitative investment strategies supported by an in-house research platform and offers a range of managed account options, including personalized models and an ETF-only solution.

Nicholas Abt is a Series 65 licensed advisor with Global View Capital Management LLC, bringing four years of industry experience. He has worked at Global View Capital Management and its affiliate Global View Capital Advisors since 2022, and also holds a long-term position as a system analyst at Fidelity Information Services. Outside of his advisory role, he serves as treasurer for Ozaukee Lodge #17, a fraternal organization. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach, using proprietary algorithmic research to guide model strategies aligned with clients’ risk profiles and time horizons.

Daniel Hernandez is a financial advisor at Global View Capital Management LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Global View Capital Advisors, JAR Insurance Services, Elite Financial Freedom, and Spark (Walmart, Inc.). He also has experience working with companies such as Roadie, Universal Wealth, and Amazon. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative investment approach using proprietary algorithmic research, supporting model-based strategies aligned with client risk profiles and objectives.

Warren Barrett is a financial advisor at Global View Capital Management LLC with 15 years of industry experience and a Series 65 credential. His career includes roles at several firms, such as Horter Investment Management and C2 Financial Corporation. Outside of his advisory work, he is involved in mortgage origination and serves as an insurance agent, focusing on the education and sale of life insurance and long-term care products. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative and technical investment approach using algorithmic research, offering a range of managed account options including SMAs, mutual funds, ETFs, and a low-cost ETF-only platform.

Randy Derbick is a financial advisor at Global View Capital Management LLC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Purshe Kaplan Sterling Investments. He is also the owner of Derbick Enterprises, LLC. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm utilizes a technical and quantitative investment approach supported by an in-house research platform and offers a range of managed account programs and platform integrations.

Megan Behnke is a financial advisor with Global View Capital Management LLC in Waukesha, WI, holding Series 63 and Series 65 credentials and three years of industry experience. She is also involved with several related affiliates of Global View Capital, including insurance services and advisory marketing. Outside of her advisory work, she serves as treasurer for a local elementary school Parent Teacher Organization. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, utilizing a model-driven approach based on technical and quantitative methods. The firm also operates a proprietary research platform that supports its investment strategies and offers a range of managed account options.