Global View Capital Management LLC

Chadwick Albano is a financial advisor at Global View Capital Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Robert Half International and Investment Advisors International. Albano is also involved with affiliated entities focusing on marketing and sales of insurance and advisory services. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach using model-driven strategies focused on ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.

Joyce Kelley is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with affiliated firms including Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC since 2010. Kelley serves as a board member on the Membership Committee of the South Suburban Small Business Association. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants, utilizing a research-driven approach focused on technical and quantitative analysis. The firm integrates proprietary research through its affiliate AdvisorGuide, LLC, and offers personalized managed account programs, including ETFs, mutual funds, and variable annuities.

John Peters II is a financial advisor at Global View Capital Management LLC with 28 years of industry experience. He holds a Series 63 designation and previously worked at Horter Financial Strategies and Horter Investment Management, LLC. Outside of his advisory role, he volunteers at Cincinnati Children's Hospital Medical Center. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach centered on ETFs and mutual funds, supported by proprietary research through its affiliate, AdvisorGuide, LLC.

Brennen Baker is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and two years of industry experience. Before joining the firm, he worked in various roles at Camping World, including warranty management and parts administration. Outside of finance, he continues his involvement in the recreational sector through his work at Camping World of Pocatello. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach incorporates technical and quantitative analysis, using proprietary research tools and model-driven strategies focused on ETFs and mutual funds.

Zachary Rohrer is a financial advisor with Global View Capital Management LLC in Billings, MT, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at multiple affiliated firms within the Global View Capital group since 2015 and serves as a committee member providing compliance and audit guidance at Valley Credit Union. Additionally, Rohrer has accounting experience at KC & Company, PC. 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 applied to ETFs and mutual funds, managing portfolios according to model objectives with proprietary research and execution capabilities.

Terry Hastings is a financial advisor at Global View Capital Management LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab, Merrill, and NewBridge Securities Corporation. Outside of his advisory role, he also works as a driver for Uber. 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 from its affiliate AdvisorGuide, LLC, and offers capabilities including discretionary management of held-away retirement assets.

Dean Fliss is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, The Strategic Financial Alliance, Investment Advisors International, Transamerica Financial Advisors, and WMA Investment Advisors. Outside of advisory work, he owns Fliss Enterprises and Global View Capital Partners, LLC. 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 applied to ETFs and mutual funds and integrates proprietary research and execution infrastructure to offer model-based portfolio management.

Lawrence Peterson is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Investment Advisors International, Inc., among others. Outside of finance, he has been involved with Amway in a non-operational capacity related to succession planning. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment process focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and offers model-based management alongside third-party implementation for held-away retirement accounts.

Barry Arnold is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously led Arnold Investment Counsel Inc. for 27 years and spent time at Thrivent Financial before joining Global View Capital in 2017. Arnold serves as president of the National Association of Active Investment Managers (NAAIM) and participates on the AXO Client Advisory Board. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm focuses on technical and quantitative analysis applied to ETFs and mutual funds, using proprietary research and a range of managed account options.

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.

Jeffrey Butler is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has previously worked at firms including Nextstep Financial Wellness and Fortune Financial Services. Outside of advising, he manages operations at Butler Tree and Land LLC. 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 applied to ETFs and mutual funds and integrates proprietary research and execution infrastructure through its ownership of AdvisorGuide, LLC.

William Sefcik is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He is also the owner of WJS And Associates, a tax consulting and bookkeeping firm he has operated since 2001. Additionally, he is involved in managing several franchise businesses alongside his sons, primarily handling accounting and tax preparation. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm emphasizes a technical and quantitative investment approach using ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and offers a range of managed account programs including SMAs and variable annuities.

Jamie Johnson is a financial advisor with Global View Capital Management LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining Global View Capital Management and its affiliate in 2025, Johnson worked at Transamerica Financial Advisors, World Financial Group, and several other financial firms. Outside of advising, Johnson serves as treasurer for a local chapter of Business Networking International and manages an insurance agency. 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 and infrastructure.

Philip Schweik is a financial advisor with Global View Capital Management LLC, holding a Series 65 designation and nine years of industry experience. He has been associated with multiple Global View entities since 2015 and operates a fishing guide service under the name Hooksetters. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and manages models to specific objectives rather than individual customization.

Alan Chu is a financial advisor with Global View Capital Management LLC in Honolulu, HI. He holds a Series 65 credential and has five years of industry experience. Prior to joining Global View Capital Management, he worked at firms including Acrylic Financial, Inc. and Alphastar Capital Management, LLC. Outside of advising, Chu is president of Innovation Financial Group Inc., which provides tax, accounting, and property management services. Global View Capital Management offers 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 and execution infrastructure.