Jonathan Hoffman is a financial advisor with Zenith Investment Management, LLC, holding a Series 65 license and six years of industry experience. He has worked at Zenith since 2019 and has prior experience with Sagepoint Financial and Independent Capital Management. Outside of financial advising, he is also a licensed independent insurance agent focusing on long-term care, life, and disability insurance. Zenith Investment Management provides comprehensive financial planning and discretionary portfolio management to individual and institutional clients, including high-net-worth households. The firm manages client accounts through goal-based plans that combine fundamental and technical analysis with strategic and tactical asset allocation, and also serves as investment manager to a private pooled fund employing a quantitative algorithmic strategy.

Jacob Chaparro is a financial advisor at Zenith Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes a year at Advisory Services Network, LLC before joining Zenith Investment Management. Zenith Investment Management offers financial planning, discretionary portfolio management, and consultation services to individual and institutional clients, including high-net-worth households. The firm manages client accounts through goal-based plans combining fundamental and technical analysis with strategic and tactical asset allocation, and also manages a private pooled fund employing a quantitative, proprietary algorithmic strategy.

David Fernandes is a financial advisor at Zenith Investment Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Zenith in 2021, he worked at TD Ameritrade Investment Management, LLC and Scottrade. Zenith Investment Management is a boutique firm with three advisors managing approximately $89 million, providing goals-based financial planning, discretionary portfolio management, and consultation services to individuals, trusts, estates, and charitable organizations. The firm also manages a private fund using a quantitative strategy and offers access to retirement savings accounts through an aggregation platform.