Matthew Zuber is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill and Bank of America since 2017, following prior roles at PNC Investments and PNC Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Jeffrey Morenz is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Outside of his advisory role, he is a Notary Public in the State of Iowa. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

Russell Owen is a financial advisor at Gray Lake Advisors with a Series 66 designation and three years of industry experience. His prior roles include positions at Blackridge Asset Management, Peak Brokerage Services, and Edward Jones. Outside of financial advising, he serves as a director at Spaulding Ridge, a higher education software consulting firm. Gray Lake Advisors is an independent firm based in New Smyrna Beach, FL.