ADVISOR BIO

Yulia Schneider is a financial advisor with Vanguard Advisers, Inc., a company that specializes in financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Yulia has been in the financial industry since 2019. She is registered as a registered representative in Arizona and Texas. Yulia is also registered as an investment advisor representative in Arizona and Texas. She holds Series 63, 66, 7, and SIE licenses.

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ADVISOR BIO

Yvette Renee Wicker is a financial advisor with over 17 years of experience in the financial services industry. Yvette is currently registered with Wells Fargo Advisors Financial Network, LLC and has branch offices in Scottsdale, Arizona and Grosse Pointe, Michigan. Prior to joining Wells Fargo, Yvette held positions with Stifel, Nicolaus & Company, Incorporated and Wells Fargo Clearing Services, LLC. Yvette holds a Series 7, Series 63, and SIE license and is registered in 27 states. Yvette specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Yvonne Jimenez is a financial advisor with over 23 years of experience in the financial services industry. She is registered with Vanguard Advisers, Inc. and holds the Series 6, 7, 9, 10, 63, and 66 licenses, as well as the SIE exam. Yvonne is also a Certified Financial Planner. She has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Yvonne's previous employers include CHARLES SCHWAB & CO., INC., FIDELITY BROKERAGE SERVICES LLC, and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. She is committed to providing her clients with personalized financial advice and helping them reach their financial goals.

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ADVISOR BIO

Zachary Mason is an investment advisor representative and a registered principal. Zachary has been in the financial services industry since August 2011 and currently works at Verus Capital Partners, LLC in Scottsdale, Arizona. Prior to joining Verus Capital Partners, Zachary was an advisor at Securities America, Inc. and Vanguard Marketing Corporation. Zachary is licensed to provide investment advice in 37 states, including Arizona, California, and Texas. Zachary also holds the Series 63, Series 65, and Series 24 securities licenses, and the SIE exam. In addition to his investment advisory work, Zachary also has experience with financial planning and portfolio management for individuals and businesses.

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ADVISOR BIO

Zachary Todd Staheli is a registered representative with Vanguard Advisers, Inc., a firm headquartered in Malvern, Pennsylvania. Zachary has been in the financial services industry since October 2018. Zachary has a Series 66 license, Series 24 license, Series 7 license and a SIE license. Zachary previously worked with DFPG INVESTMENTS, INC. in Sandy, Utah.

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ADVISOR BIO

Zachary Rush is a registered investment advisor representative with Vanguard Advisers, Inc. Zachary has been in the industry for 5 years. Zachary has passed the Series 66 and Series 63 exams. Zachary also has a Series 7 and SIE exam. Zachary has a branch office in Scottsdale, Arizona, and is licensed to provide advisory services in Arizona and Texas. Zachary's experience includes various positions in the hospitality and business industries.

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ADVISOR BIO

Zachary Kye Abraham is a registered investment advisor representative who has been in the industry since 2008. Abraham holds the Series 66, SIE, and Series 7 licenses. He is currently associated with Trek Financial in Scottsdale, Arizona and is registered in Washington. Zachary has previous experience with Abraham & Co., Inc., C.K. Cooper & Company, Inc., and Wells Fargo Advisors, LLC. He specializes in providing investment advisory services to individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Zachary also offers financial planning services, pension consulting, and educational seminars.

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ADVISOR BIO

Zachary Klein is a financial advisor at Osaic Wealth, Inc. located in Scottsdale, Arizona. Zachary has been in the industry for several years and holds a variety of licenses and certifications. Zachary specializes in working with individuals, families, and businesses to help them reach their financial goals. Zachary is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Zachary Parker Green is an investment advisor representative with CWM, LLC. Zachary is also registered as an Investment Advisor Representative in Arizona. Zachary has been in the securities industry for 7 years. Zachary is a Registered Representative and an Investment Advisor Representative. Zachary has passed the Series 66, Series 7 and the SIE Exams. Zachary has experience with LPL Financial LLC, MetLife Securities, Inc, and Silverhawk Asset Management, LLC. Zachary has been with CWM, LLC since May 2023. Zachary's firm, CWM, LLC is a Registered Investment Advisor with the SEC, has offices in Omaha, Nebraska, and Scottsdale, Arizona, and has approximately 26,774,389,503 in Regulatory Assets Under Management. CWM, LLC primarily works with high-net-worth individuals, corporations, and pension and profit-sharing plans. CWM, LLC offers a variety of services to clients, including financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Zachary Overweg is a financial advisor with Kingdom Financial Group, LLC. Zachary is licensed to provide investment advice in Arizona, California, and Michigan. Zachary has been in the financial industry for a few years, having previously worked at CETERA ADVISOR NETWORKS LLC, World Equity group, Inc, Nicholas Wealth Management, and Solutions First Financial Group. Zachary specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Zachary works with clients of all ages and financial backgrounds and is committed to helping them reach their financial goals.

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