ADVISOR BIO

Zachary Taylor is a financial advisor with Morgan Stanley, and has been working in the financial services industry since December 24, 2008. Zachary is registered with both FINRA and the SEC and holds Series 63, 65, 66, 7, and SIE licenses. Zachary currently works out of the Napa, CA office. Previously, Zachary worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, where Zachary was registered as a broker-dealer and investment advisor. Zachary currently provides investment advice to a wide range of clients, including high-net-worth individuals, corporations, and pension plans.

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ADVISOR BIO

Zachary Anargiros Frangos is an investment advisor representative and is active in both the broker-dealer and investment advisor arenas. Zachary has been working in the financial industry since December of 1982. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., working in the firm's Westlake Village, California branch. Zachary has passed the Series 63, Series 65, and Series 7 exams. Zachary also holds a Series 8, Series 9, Series 10, Series 31, and Series 5 licenses. He has worked for Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc. in the past.

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ADVISOR BIO

Zachary Hayes is a financial advisor who has been working in the financial services industry since 2001. Zachary is currently registered with Mariner Wealth and has been with the firm since December 2022. Zachary has previously worked with Raymond James Financial Services, Wachovia Securities, A.G. Edwards & Sons, Inc., and Sutro & Co. Incorporated. Zachary is licensed to provide investment advice in California and Texas. Zachary provides financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and other advisory services.

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ADVISOR BIO

Zachary Gelbart is a financial advisor with Morgan Stanley. Zachary has been in the financial services industry since May 2008. He is licensed to sell securities in 25 states. Zachary is also a registered investment advisor in California and Texas. Zachary has a Series 7 and Series 66 license and is a Series SIE exam holder. Zachary's previous experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America and Morgan Stanley Private Bank, N.A.

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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 Alan Schiller is a financial advisor with Alliancebernstein LP, a registered investment advisor with more than $50 billion in assets under management. Zachary has been in the financial industry since July 20, 2001. Zachary has held previous positions at MORGAN STANLEY, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and SANFORD C. BERNSTEIN & CO., LLC. Zachary is a Certified Financial Planner and holds Series 7, Series 63, Series 66, and SIE licenses. Zachary is registered with the state of California.

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ADVISOR BIO

Zachary Loren Shrier is a financial advisor at LPL Financial LLC, a well-established financial firm that has over $50 billion in assets under management. Zachary is registered to provide investment advice in 25 states and the District of Columbia. Zachary is a highly experienced financial advisor, with over 20 years of experience in the financial industry. Zachary has a deep understanding of the financial markets and a proven track record of success in helping clients achieve their financial goals. Zachary provides a variety of financial services, including financial planning, investment management, and retirement planning. Zachary is committed to providing personalized service to each of his clients, and he takes the time to get to know his clients' individual needs and goals. If you are looking for a financial advisor who is experienced, knowledgeable, and committed to helping you achieve your financial goals, Zachary Loren Shrier may be a good fit for you.

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ADVISOR BIO

Zachary Harrison Hull is a financial advisor with NFP Retirement Inc. Zachary has been working in the financial industry since 2012 and has experience in providing financial planning, portfolio management, and pension consulting services to individuals and institutions. Zachary has held previous positions with MMA Securities LLC, LPL Financial LLC, Northwestern Mutual Investment Services, LLC, Wells Fargo Advisors Financial Network, LLC, and UBS Financial Services Inc. Zachary holds the Series 7 and Series 66 securities licenses.

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ADVISOR BIO

Zachary Stuart is an investment advisor representative at LPL Financial LLC, a firm with more than $50 billion in assets under management. Zachary has been in the financial industry since June 2016, with prior experience at J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and AXA Advisors, LLC. Zachary is registered to provide advisory services in California, Arizona, Florida, and Oregon. Zachary's areas of expertise include portfolio management for individuals and businesses, financial planning, and pension consulting. Zachary is committed to helping clients reach their financial goals.

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ADVISOR BIO

Zachary Adam Toering is a financial advisor currently associated with Edelman Financial Engines in Burbank, CA. Zachary has been in the industry since 2002 and holds the Series 7, Series 24, and Series 63 licenses. Zachary's background also includes experience at GRUBB & ELLIS SECURITIES, INC. and NNN CAPITAL CORP.. Zachary holds a Series 65 license and is registered with the states of California and Texas. In addition to working at Edelman Financial Engines, Zachary also has experience in real estate as a self-employed analyst.

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