Zachary Davis is a financial advisor with PlanMember Securities Corporation in Waukesha, WI, holding a Series 66 designation and one year of industry experience. His prior experience includes positions at Northbound Financial Services and Associated Bank, as well as roles at Morgan Stanley-Novak Wealth Management and other organizations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach is centered on a top-down strategic asset allocation framework and the management of risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Kyle Breitzman is a CFP® professional with 20 years of experience in the financial services industry. He is currently with PlanMember Securities Corporation and has held roles at several firms including Northbound Financial Services, Securities America Advisors, and MSI Financial Services. Outside of his advisory work, he is involved in tax preparation services as president of Lake Runner Tax Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and managing risk-based mutual fund portfolios. The firm offers education and support services to plan sponsors and participants and operates as both a broker-dealer and investment adviser.

Jill Snyder Stahl is a financial advisor at PlanMember Securities Corporation with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including GWN Securities and Northbound Financial Services, as well as operating her own business since 1991. Her activities include insurance and Medicare sales. PlanMember Securities Corporation provides retirement plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.