ADVISOR BIO

Zachary Madick is an investment advisor representative at Perennial Financial Services. Zachary has been in the industry since 2013. Zachary specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Zachary is registered with the state of California.

SPECIALIZATIONS

ADVISOR BIO

Zachary E Pausa is a financial advisor with J.p. Morgan Securities LLC in MENLO PARK, CA. Zachary has been in the financial industry since 2023. Zachary is registered with FINRA and holds the Series 63, Series 6TO, and SIE licenses. Zachary specializes in providing financial advice to individuals, businesses, and institutions. Zachary's firm, J.p. Morgan Securities LLC, is a leading investment banking and wealth management firm with offices around the world.

SPECIALIZATIONS

ADVISOR BIO

Zachary Simmons is a financial advisor with Ameriprise Financial Services, LLC. Zachary is registered with the Securities and Exchange Commission (SEC) and has a total of 2 state exams and 2 product exams. Zachary has been in the financial services industry for over 4 years. Zachary is currently registered with Ameriprise Financial Services, LLC in California and North Carolina and has been with Ameriprise Financial Services, LLC since 01/2024. Zachary has experience working at Vanguard Marketing Corporation, The Vanguard Group, Inc., Belk, Capitol Financial Solutions, and Winthrop University.

SPECIALIZATIONS

ADVISOR BIO

Zachary Zwilling is a financial advisor with Morgan Stanley. Zachary is a Certified Financial Planner and has been in the industry since 2007. Zachary has experience with a variety of firms, including J.P. Morgan Securities LLC, Chase Investment Services Corp., UnionBanc Investment Services, LLC, and Countrywide Investment Services, Inc. Zachary holds a Series 7 and Series 66 license, as well as the SIE exam. Zachary provides financial planning, pension consulting, asset allocation advice, portfolio management for individuals, businesses and investment companies, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Zachary Jablonski is a financial advisor with Cuso Financial Services, LP. Zachary has been in the financial industry since 2020. He is a registered representative in Ohio and Pennsylvania and is also a licensed Investment Advisor Representative in Ohio and Pennsylvania. Zachary has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. He provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Zachary is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Zachary Steven Bresler is a financial advisor with LPL Financial LLC, located in SAN DIEGO, CA. Zachary has been in the industry since 2010 and has experience working with clients of all types. Zachary has a strong understanding of the financial markets and can help clients develop a personalized financial plan to meet their individual needs. Zachary is licensed to provide financial advice in California and Colorado. In addition to LPL Financial LLC, Zachary has previously worked for AXA DISTRIBUTORS, LLC and JACKSON NATIONAL LIFE DISTRIBUTORS LLC. Zachary is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS

ADVISOR BIO

Zachary Noah Feldstein is a financial advisor at Morgan Stanley. Feldstein has been in the industry since April 2015. Zachary is registered with the state of California as an Investment Advisor Representative and in Texas as an Investment Advisor Representative. He has a Series 7 and Series 66 license.

SPECIALIZATIONS

ADVISOR BIO

Zachary Cannon Allen is a financial advisor with J.P. Morgan Securities LLC in San Francisco, California. Zachary has been in the industry since 2015 and holds Series 7, Series 66 and SIE licenses. Zachary has previously been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Zachary is a registered investment advisor representative in California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Zachary Scott Leedom is an Investment Advisor Representative with Onedigital Investment Advisors. Zachary is licensed in California, Ohio and Texas. Zachary has a Series 65 license and is also a Certified Financial Planner.

SPECIALIZATIONS

ADVISOR BIO

Zachary Breverman is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Zachary has been working in the financial industry since 2011. Zachary has a Series 7, Series 24 and Series 66 securities license. Zachary has been registered with Wells Fargo Advisors Financial Network, LLC since 2016. Zachary is also registered in 33 states. Zachary's firm, Wells Fargo Advisors Financial Network, LLC, has approximately $154 billion in assets under management and has approximately 2,434 clients. Zachary also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A..

SPECIALIZATIONS