Global Wealth Management Investment Advisory, Inc.

John Thomas is a CFA® charterholder with 22 years of industry experience. He is currently with Global Wealth Management Investment Advisory, Inc. and Madison Avenue Securities, having held various roles since 2011. Thomas also serves as a wealth advisor and insurance agent at Global Wealth Retirement Planning, LLC. Global Wealth Management Investment Advisory, Inc. provides discretionary asset management, financial planning, and educational workshops to individuals, charitable organizations, and businesses. The firm employs a value-oriented, primarily long-term investment approach with tactical and strategic asset allocation options, managing accounts through models or third-party sub-advisers.

Christian Avila is a financial advisor with Global Wealth Management Investment Advisory, Inc. He holds a Series 65 credential and has two years of industry experience. Prior to joining the firm, he worked at Global Wealth Management and has a background including roles at Stetson University and Archbishop McCarthy. He is also active as a wealth advisor and insurance agent with Global Wealth Retirement Planning, LLC. Global Wealth Management Investment Advisory, Inc. provides discretionary asset management, comprehensive financial planning, and educational workshops to individuals, charitable organizations, and businesses. The firm employs a value-oriented, primarily long-term investment approach with tactical and strategic asset allocation options.

David Olsen is a financial advisor with Global Wealth Management Investment Advisory, Inc. He holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Madison Avenue Securities, LLC, and Northwestern Mutual in various wealth management and investment capacities. Global Wealth Management Investment Advisory, Inc. provides discretionary asset management and financial planning services to individuals, charitable organizations, and businesses, with a value-oriented, primarily long-term investment approach that includes tactical and strategic asset allocation.

Devin Rountree is a financial advisor at Global Wealth Management Investment Advisory, Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, Merrill Lynch, and Bank of America. Rountree also holds a role as a Registered Sales Assistant at Madison Avenue Securities. Global Wealth Management Investment Advisory, Inc. provides discretionary asset management, comprehensive financial planning, and educational workshops to individuals, charitable organizations, and businesses. The firm employs a value-oriented, primarily long-term investment approach with tactical and strategic asset allocation and typically exercises discretionary trading authority for managed accounts.

Gregg Kleinman is a CFP® professional with 19 years of experience in financial advising. He is currently with Global Wealth Management Investment Advisory, Inc. and has previously worked at Morgan Stanley Smith Barney and Madison Avenue Securities. Global Wealth Management Investment Advisory, Inc. provides discretionary asset management, financial planning, and educational workshops to individuals, charitable organizations, and businesses. The firm employs a value-oriented, long-term investment approach and offers services including wrap-fee programs and retirement plan rollover guidance.

Tyler Morales is a financial advisor at Global Wealth Management Investment Advisory, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at Guerra Financial Group and Guerra Advisory Services. Morales is also involved with Global Wealth Retirement Planning, LLC as a wealth advisor and insurance agent. Global Wealth Management Investment Advisory, Inc. provides discretionary asset management, financial planning, and educational workshops to individuals, charitable organizations, and businesses. The firm employs a value-oriented, primarily long-term investment approach with tactical and strategic asset allocation options.

Christopher Bell is a financial advisor with Global Wealth Management Investment Advisory, Inc. He holds a Series 66 designation and has been in the industry since 2024. Prior to his current role, he worked at Equitable Advisors and has experience in retail sales through his involvement with Running Wild LLC, a clothing and shoe sales business. Global Wealth Management Investment Advisory, Inc. provides discretionary asset management and financial planning services to individuals, charitable organizations, and businesses, employing a value-oriented, long-term investment approach with tactical and strategic asset allocation.

Christopher Conness is a financial advisor with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior experience includes roles at Madison Avenue Securities and various Global Wealth entities dating back to 2009. Outside of advising, he is the managing member of a personal business account and owns a Medicare-related business. Global Wealth Management Investment Advisory, Inc. provides discretionary asset management, financial planning, and educational workshops to individuals, charitable organizations, and businesses. The firm employs a value-oriented, primarily long-term investment approach with tactical and strategic asset allocation, often managing accounts with discretionary trading authority through designated custodians.

Kurt Stahl is a CFP® professional with 12 years of experience in financial advising. He currently works at Global Wealth Management Investment Advisory, Inc. and previously held roles at AE Wealth Management, Gulf Coast Financial Planning, Barcomb Asset Management, and Berthel Fisher & Company Financial Services. Outside of his advisory work, he is also involved with Global Wealth Retirement Planning, LLC, where he serves as a wealth advisor and insurance agent. Global Wealth Management Investment Advisory, Inc. offers discretionary asset management and comprehensive financial planning services to individuals, charitable organizations, and businesses. The firm employs a value-oriented, long-term investment approach with tactical and strategic asset allocation options and provides access to wrap-fee programs and retirement plan rollover guidance.

Charles Bosanac is a financial advisor at Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL, holding a Series 65 credential with three years of industry experience. Prior to joining the firm in 2021, he worked in the hospitality sector and held positions at Florida Atlantic University and Florida State University. Global Wealth Management Investment Advisory, Inc. provides discretionary asset management and financial planning services to individuals, charitable organizations, and businesses, employing a value-oriented, primarily long-term investment approach with tactical and strategic asset allocation options.