Dave Morton

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

Global View Capital Management LLC (GVCM) is a SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Dina Fliss in 2011 and is a wholly-owned subsidiary of Global View Capital Partners Ltd. GVCM provides investment advisory services to individuals, high-net-worth individuals, trusts, corporations, retirement plans, and other businesses.

AdvisorGuide LLC provides investment research. The private company is based in Virginia Beach, VA. The company was founded in 1999 by David Hudson Morton.

Fortunatus Investments LLC (Fortunatus) is a registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Albert Herzog, Michael Chechel and Adam Kulesza. They are owned by EWM Capital LLC. Fortunatus offers model asset allocation portfolios to third party investment advisors.

Foxhall Capital Management, Inc. (FCM) is a SEC-registered investment advisor headquartered in Middleburg, Virginia. The firm was founded in 1986 and formerly known as Nye, Parnell & Emerson Capital Management, Inc. They are owned by Eton Court Asset Management Ltd. FCM manages investments for individuals, mutual funds and private institutions throughout the US.