ADVISOR BIO

Zachary Lowell Harris is a financial advisor with Alliancebernstein LP. Zachary is registered with the state of Texas as both a Broker-Dealer and Investment Advisor. Zachary has been working in the financial services industry since 2014 and has experience in various areas including asset allocation, portfolio management, and financial planning. Zachary has earned the Certified Financial Planner designation and holds FINRA Series 7, 63, and 31 licenses. Zachary specializes in working with high-net-worth individuals, families, businesses, and institutional investors.

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ADVISOR BIO

Zachary L Wagner is an investment advisor representative at Northern Trust Securities, Inc. in Tampa, FL. Zachary has been in the financial services industry for 10 years. Zachary is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) and has been working at Northern Trust Securities, Inc. since January 2025.

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ADVISOR BIO

Zachary Gerber is an Investment Advisor Representative at Sequoia Financial Group, LLC. Zachary is a Certified Financial Planner with experience in the financial services industry. Zachary earned his Series 65 license in February 2023 and has worked at Sequoia Financial Group since July 2022. Prior to this, Zachary worked at NCA Financial Planners and John Carroll University. Zachary specializes in providing financial advice and investment management services to individuals, families, businesses, and charitable organizations. Zachary's focus is on providing personalized financial planning and investment management services that are tailored to each client's individual needs and goals.

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ADVISOR BIO

Zachary Arjumand Bakht is an Investment Advisor Representative at Fisher Investments. Zachary has been in the industry since July 2014 and holds a Series 65 license. Zachary specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Zachary Austin White is a financial advisor at Creative Planning, a firm with offices in Dallas, Texas and Overland Park, Kansas. Zachary White has been with the firm since November 2017 and is a Certified Financial Planner™ and a Chartered Financial Analyst®. Zachary White has experience in financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Zachary Joseph Daniel is an investment advisor representative at Fisher Investments. He is registered with the state of Texas and Washington. Zachary has been in the industry for over two years and has experience with individual and business portfolio management. He is also experienced in investment property ownership and management. Zachary received his Series 65 license on March 10, 2021, and his SIE license on January 5, 2021.

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ADVISOR BIO

Zachary Lepore is a financial advisor registered with the state of Georgia. Zachary is affiliated with The Colony Group, LLC and has been in the industry since October 2023. Zachary specializes in portfolio management for individuals and pooled investment vehicles. Zachary is also an Investment Advisor Representative, which means they can provide investment advice to clients. The Colony Group, LLC is a large firm with over $50 billion in assets under management. They offer a variety of services, including financial planning, portfolio management, and tax preparation.

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ADVISOR BIO

Zachary Schweiss is a financial advisor with over 10 years of experience in the financial industry. Zachary is currently registered with Thornburg Investment Management Inc. in several states and provides investment advisory services to a range of clients, including individuals, high-net-worth individuals, corporations, investment companies, pooled investment vehicles, and charitable organizations. Zachary has a broad range of experience and expertise, including investment management, portfolio management, and financial planning.

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ADVISOR BIO

Zachary Douglas Kerr is a registered Investment Advisor Representative with Three Bell Capital LLC. Zachary has been in the industry since 2014 and has a background in LP Analysis. Zachary has a Chartered Financial Analyst designation. Zachary is currently registered with the state of Texas and is associated with Three Bell Capital LLC's office in Dallas, TX.

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ADVISOR BIO

Zachary John Perret is a financial professional with over five years of experience in the financial services industry. Zachary is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Zachary is currently registered with Vanguard Advisers, Inc. Previously, Zachary has held positions at Edward Jones, E*TRADE Securities LLC, J.P. Morgan Securities LLC, and Charles Schwab & Co., Inc.. Zachary is committed to helping clients reach their financial goals.

SPECIALIZATIONS