Global Investment Advisory

Joshua Joiner is a financial advisor with Global Investment Advisory in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at Vere Asset Management since 2013 and owns Ax House, LLC, an entertainment company unrelated to finance, which he operates outside of regular business hours. Global Investment Advisory provides fee-based, discretionary portfolio management and turnkey asset management services to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both non‑high-net-worth and high-net-worth clients, employing a tactical allocation strategy combined with fundamental analysis to tailor portfolios according to client objectives and risk tolerances.

Mark Collinsworth is a financial advisor with Global Investment Advisory, holding a Series 66 designation and over 23 years of industry experience. He serves as CEO of Vere Global Insurance Group, an insurance agency in Collierville, Tennessee. Collinsworth also holds executive roles in incubator hedge funds Gjallarhorn Capital Inc. and Mimir's Well LP, focusing on portfolio management and research. Global Investment Advisory provides fee-based, discretionary portfolio management and turnkey asset management services to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both non‑high-net-worth and high-net-worth clients, employing a tactical allocation strategy combined with fundamental analysis to tailor portfolios to client objectives and risk tolerances.

John Lynch is a financial advisor at Global Investment Advisory with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Ameriprise Financial Services, Comerica Securities, and Wells Fargo Private Bank. Lynch has been with Global Investment Advisory since 2005. Global Investment Advisory provides fee-based discretionary portfolio management and turnkey asset management services to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both non‑high-net-worth and high-net-worth clients, employing a tactical allocation strategy combined with fundamental analysis to tailor portfolios according to client objectives and risk tolerances.

Rachel Faulk is a Series 66-licensed financial advisor at Global Investment Advisory with two years of industry experience. She has held roles at several firms, including American Global Wealth Management, Cape Securities Inc, and Diligent Corporation. Outside of advisory work, she serves as Compliance Director for AMGlobe Consulting, LLC, a regulatory compliance consulting firm. Global Investment Advisory offers fee-based, discretionary portfolio management and turnkey asset management services to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both non-high-net-worth and high-net-worth clients, employing a tactical allocation strategy combined with fundamental analysis to tailor portfolios to client objectives and risk tolerances.

Melissa Perez Leblanc is a financial advisor at Global Investment Advisory with Series 65 and Series 66 credentials and six years of industry experience. She worked at Girard Securities for ten years before joining Global Investment Advisory in 2025. Global Investment Advisory provides fee-based, discretionary portfolio management and turnkey asset management services to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both non-high-net-worth and high-net-worth clients, employing a tactical allocation strategy combined with fundamental analysis to tailor portfolios according to client objectives and risk tolerances.

Edward Brooks III is a financial advisor with Cape Investment Advisory, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at American Global Wealth Management since 2026 and Cape Securities Inc since 2010, alongside running his own accounting and tax preparation business through Edward R. Brooks, LLC. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports over 1,600 clients with a network of approximately 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.

Danny Strain is a financial advisor with Cape Investment Advisory, Inc. in Columbus, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Paradigm Financial Group, L.L.C. and Cape Securities Inc. Since 2019, he has also owned Elite Wealth Management Group, LLC, an entity focused on fixed insurance sales. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through roughly 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis, with options for third-party asset managers.