Zachary Lyons is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2014. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes both internal Chief Investment Office teams and third-party managers to implement its strategies, supported by trading, account administration, and custody services.

Owen Jefferson is a financial advisor at Equitable Advisors in Erie, PA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Laskowski Insurance Agency, Curtze Foods, and Penn State Behrend. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match them with suitable advisory models or managers, utilizing a range of products including mutual funds, ETFs, and select alternative investments.