Rudy Garcia is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Global View Capital Management since 2015 and is also involved with Unum Life. Outside of his advisory role, Garcia is active in community leadership and nonprofit work, serving as co-chair of the board of directors for Prevent Child Abuse Virginia and participating in local community organizations including the Rotary Club of Fluvanna County. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis in its investment approach, using proprietary research and model-driven strategies applied mainly to ETFs and mutual funds.

Brian Franke is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has been with Global View Capital Management since 2022. Outside of advising, he is the owner and musical performer at Far Away Music, LLC, an entertainment business he has operated since 2010. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.

Robin Davis is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo Advisors and Prudential-affiliated companies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs with an emphasis on systematic methodologies and long-term asset allocation.

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.