Zachary Lyons is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Mr. Lyons completed his secondary education at the University of Arizona, earning a High School Diploma/GED. His role involves providing financial advisory services within Merrill Lynch Wealth Management.

Owen Jefferson is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previous work experience including roles at Laskowski Insurance Agency and Curtze Foods. Owen has also been involved in academic settings at Penn State Behrend and Slippery Rock University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.