IMZ Advisory Inc.

Cory Davis is a financial advisor at IMZ Advisory Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Investacorp Advisory Services and Securities America Advisors. Outside of his advisory role, Davis serves as president of the Cornerstone Study Group, a biannual forum for advisors focused on continuing education and strategy discussion. IMZ Advisory Inc. provides fee-based, discretionary portfolio management to individuals, retirement plans, trusts, and institutional clients. The firm employs a tactical allocation strategy based on fundamental analysis and offers specialized ERISA 3(38) fiduciary services alongside its retail advisory work.

Irwin Zagoria is a financial advisor at IMZ Advisory Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Investacorp Advisory Services, Inc. and Securities America. Zagoria serves as a board member for a condominium association. IMZ Advisory Inc. offers fee-based, discretionary portfolio management to individuals, retirement plans, trusts, and institutional clients. The firm employs a tactical allocation strategy with a focus on long-term holdings and provides ERISA 3(38) fiduciary services and participant-level advice for qualified retirement plans.

Christian Russo is a financial advisor at IMZ Advisory Inc. in Boca Raton, FL, holding Series 63 and Series 65 designations with four years of industry experience. He previously worked at Hemenway Trust Company for six years before joining IMZ Advisory in 2021. IMZ Advisory Inc. provides fee-based, discretionary portfolio management for individuals, retirement plans, trusts, and institutional clients. The firm emphasizes a tactical allocation strategy informed by fundamental analysis and offers ERISA 3(38) fiduciary implementation and participant-level advice for qualified retirement plans.

Bradley Katte is a financial advisor at IMZ Advisory Inc. with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Concorde Asset Management, Concorde Investment Services, Northflow Strategies, and Northwestern Mutual. Prior to his advisory career, he held roles at Piggly Wiggly Midwest, Blue Harbor Resort, and Cedar Grove Belgium School District. IMZ Advisory Inc. provides fee-based, discretionary portfolio management to individuals, retirement plans, trusts, and institutional clients. The firm employs a tactical allocation strategy based on fundamental analysis and offers customized portfolios with ongoing monitoring, emphasizing ERISA 3(38) fiduciary implementation and participant-level advice for qualified plans.