ADVISOR BIO

Zane Noel Rouhana is a financial advisor at Vanguard Advisers, Inc., with over 9 years of experience in the financial services industry. Zane is licensed to offer investment advice in Pennsylvania and Texas and is also a Certified Financial Planner. Zane's area of specialization includes portfolio management for individuals, businesses, and pooled investment vehicles. Zane works with a wide range of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Zane has a proven track record of providing clients with personalized financial advice and investment solutions. Zane's primary focus is to help clients achieve their financial goals.

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ADVISOR BIO

Zi De Weng is a registered representative with Fidelity Personal And Workplace Advisors. Zi has been in the financial services industry for over 2 years. Zi holds Series 63 and Series 66 licenses, as well as Series 7 and SIE. Zi is licensed to provide investment advice in 53 states and territories. In addition to their role with Fidelity Personal And Workplace Advisors, Zi is also registered as an investment advisor representative in Pennsylvania and Texas. Zi provides financial planning, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

Zia Fazil Sultan is a financial advisor registered with Fidelity Personal and Workplace Advisors and has been in the industry for 2 years. Zia Sultan is licensed to provide financial advice in 53 states including Pennsylvania, and has Series 7TO, SIE, and Series 66 licenses. The firm has been in business for over 70 years and manages over $818 billion in assets. Zia Sultan specializes in providing financial advice to individuals, high net worth individuals, pension and profit sharing plans, and corporations.

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ADVISOR BIO

Zikun Cai is a financial advisor with MML Investors Services, LLC. Zikun Cai has been working in the financial industry since June 20, 2018. Zikun Cai is registered with the state of Pennsylvania as a Registered Representative (RA) and Investment Advisor Representative (IA). Zikun Cai is also registered with the state of Indiana and Virginia. Zikun Cai holds the Series 66, Series 7 and SIE exams. Zikun Cai is a graduate of Penn State University. Zikun Cai specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and asset allocation programs. Zikun Cai is located in State College, PA and works out of the firm's branch office located at 3949 SOUTH ATHERTON STREET.

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ADVISOR BIO

Zina Lauman is a financial advisor at Hornor, Townsend & Kent, LLC. Zina has been in the financial services industry since March 2, 1994. Zina specializes in providing financial advice to individuals, corporations, and charitable organizations. Zina's experience includes providing financial planning, portfolio management, and pension consulting services. Zina is registered as a broker-dealer and investment advisor representative in Pennsylvania.

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ADVISOR BIO

Zoe Tauriello is a registered representative with MML Investors Services, LLC. Zoe is currently registered in Connecticut, New York, and Pennsylvania. Zoe holds the Series 66, Series 7TO, and SIE licenses. Zoe's primary office is located in Bala Cynwyd, PA. Zoe provides services to individuals, businesses, trusts, foundations, and endowments. Zoe has a strong background in financial planning, asset allocation programs, pension consulting, and educational seminars.

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ADVISOR BIO

Zoe Ann Wiest is a registered investment advisor representative and financial advisor at Stratos Wealth Partners, Ltd. with over 16 years of experience. Zoe Ann Wiest is registered to provide investment advice in 27 states and the District of Columbia. Zoe Ann Wiest's previous firms include Ameriprise Financial Services, Inc. and Ameriprise Advisor Services, Inc. Zoe Ann Wiest is also a registered representative of LPL Financial. Zoe Ann Wiest specializes in a variety of investment areas including portfolio management for individuals and businesses, financial planning, and pension consulting.

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ADVISOR BIO

Zoe Torres Lyle is a registered representative with Janney Montgomery Scott LLC. Zoe is licensed in Pennsylvania and New Jersey. Zoe has been in the securities industry for 5 years. Zoe specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

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ADVISOR BIO

Zuri Idoeta is an investment advisor representative with Insight Securities, Inc., a firm based in Highland Park, IL. Zuri has been in the industry since 1994 and has held registrations in multiple states, including Pennsylvania, New Jersey, and California. Zuri has a strong background in financial planning and portfolio management, and specializes in working with individuals, businesses, and high-net-worth clients. Zuri is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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