ADVISOR BIO

Zachary John Diskin is an Investment Advisor Representative at Integrated Wealth Concepts LLC. Zachary has been in the financial services industry for a short period of time, starting his career in 2021 with Laurel Wealth Advisors. Zachary is registered as an Investment Advisor Representative in California and passed the Uniform Investment Adviser Law Examination in October of 2022. Zachary is currently located in Carlsbad, California and serves clients including high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Integrated Wealth Concepts LLC is headquartered in Waltham, Massachusetts and is a registered investment advisor with assets under management of over 13 Billion dollars.

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ADVISOR BIO

Zachary Charles Brown is a financial advisor with Edward Jones, an investment firm with over 20,000 employees. Zachary has been in the financial services industry since 2005 and has a Series 7 and Series 66 license. He has experience in financial planning, pension consulting, selection of other advisors and portfolio management for individuals and businesses. Zachary has provided investment advice to thousands of clients in various states including California, Texas, Arizona, Florida, Idaho, Colorado, and more.

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ADVISOR BIO

Zachary Scott Duncan is a financial advisor registered with Wells Fargo Clearing Services, LLC. Zachary has been in the financial services industry since August 2013. Zachary has a Series 6, 7, and 63 license, as well as a Series 65 license and the SIE exam. Zachary is registered to provide investment advice in 21 states and offers investment management services to individuals, businesses, and institutions.

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Zachary Harless is a financial advisor with Wells Fargo Clearing Services, LLC. Zachary has been in the industry since 2010. Zachary holds Series 6, 7, 63 and 66 licenses. Zachary works in the Manteca, CA office. Zachary also has a previous registration with BBVA Compass Investment Solutions, Inc. and BBVA Securities Inc.

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Zachary Vincent Bainter is a financial advisor at Gerber Kawasaki Wealth & Investment Management in SANTA MONICA, California. Zachary is a Certified Financial Planner™ professional and has been in the industry since June 2009. Zachary specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions. Zachary has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Zachary R Ginsburg is a financial advisor with J.P. Morgan Securities LLC. Zachary has been in the industry since 2004. Zachary is registered with FINRA as a registered representative and is also a registered investment advisor. Zachary holds both Series 7 and Series 63 licenses. In addition, Zachary is a Certified Financial Planner. Previously, Zachary was also registered with Chase Investment Services Corp. and WAMU Investments, Inc.

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ADVISOR BIO

Zachary David Gunderson is a registered Investment Advisor Representative associated with Providence Financial AND Insurances, Inc. in Woodland Hills, CA. Zachary holds Series 6, 7, 63 and 65 licenses and has been in the industry since February 2015.

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ADVISOR BIO

Zachary William Guffy is a financial advisor with Beacon Pointe Advisors, LLC, where he has been registered as an Investment Advisor Representative since July 2020. Zachary is also registered with the state of Arizona as an Investment Advisor Representative. Previously, Zachary was associated with J.P. Morgan Securities LLC in Houston, Texas from August 2018 until June 2020. Zachary Guffy holds FINRA Series 7, 63 and 65 licenses, and the SIE exam.

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ADVISOR BIO

Zachary Aaron Herlick is an Investment Advisor Representative with Corient and is registered to provide investment advice in California and Texas. Zachary has a Series 65 license and has been working in the financial industry since 2007. Prior to joining Corient, Zachary worked at Portola Partners and Brownson, Rehmus & Foxworth, Inc. Zachary has experience providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Zachary Thomas is an investment advisor representative currently registered with IEQ Capital, LLC and holds Series 63, 65, 7 and SIE licenses. Zachary has been in the industry since 2015. Prior to joining IEQ Capital, LLC, Zachary worked for MIT Associates, LLC, Goldman Sachs & Co. LLC and First Derivatives. Zachary's primary role is in providing financial planning and portfolio management for high-net-worth individuals and charitable organizations. Zachary also provides portfolio management for businesses and selects other advisors for clients.

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