Alicia Borghi is a financial advisor at Z3 Capital Partners with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services Advisors Inc. and Wells Fargo Advisors. Z3 Capital Partners provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, businesses, and business owners. The firm employs fundamental analysis and active portfolio management within a structured framework to align income, growth, and higher-growth allocations, primarily managing accounts on a discretionary basis through a wrap fee program.

Scot Morris is a financial advisor with Z3 Capital Partners in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Before joining Z3 Capital Partners in 2025, he worked at Halle Noel LLC and Raymond James Financial Services, as well as Wells Fargo Advisors. He is also involved as a business owner in a vintage furniture company operated by his wife. Z3 Capital Partners provides discretionary investment management and integrated financial planning to high-net-worth individuals, family offices, trusts, estates, private foundations, and business owners. The firm employs fundamental analysis and active portfolio management within a structured framework to align income, growth, and higher-growth allocations.

Gareth Mancini is a financial advisor at Z3 Capital Partners in Richmond, VA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Raymond James Financial Services and Davenport & Company LLC. Z3 Capital Partners provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and businesses. The firm employs a structured framework called the Financial House to align income, growth, and higher-growth allocations, managing accounts primarily on a discretionary basis through a wrap fee program.