Zachary Berg is a CFP®-certified financial advisor with 15 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior roles include extensive tenures at JP Morgan Private Wealth Advisors and First Republic Investment Management. Outside of his advisory work, Berg serves on the board of directors for Take Stock in Children Palm Beach County, a nonprofit providing mentoring and college scholarships to disadvantaged youths. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Jason Bourgo is a CFP® with 24 years of experience in financial services and is currently with Steward Partners Investment Advisory, LLC. His prior experience includes roles at Lincoln Investment LLC and Ameriprise Financial Services, Inc. Outside of advisory work, he co-owns NEK LLC, a business involved in rental real estate where he coordinates financial operations. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.