Zoe Financial, Inc.

Lily Kraus is a financial advisor with Zoe Financial, Inc., holding a Series 65 designation and beginning her advisory career in 2024. Prior to joining Zoe Financial, she held roles at Arketa, Equinox, and several other organizations across various industries. Zoe Financial, Inc. operates an online referral service that connects individual and high-net-worth clients with third-party registered investment advisers through its Zoe Advisor Network. The firm also offers the Zoe Wealth Platform, providing administrative and sub-advisory support to participating RIAs rather than directly managing client accounts.

Preston Buhrmaster is a financial advisor at Zoe Financial, Inc. in New York, NY, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Everlaw and Aflac, as well as experience with a CPA firm and his own company, JH Buhrmaster CO. Zoe Financial, Inc. operates an online referral service that connects individual and high-net-worth clients to third-party registered investment advisers within its Zoe Advisor Network. The firm also offers the Zoe Wealth Platform, providing reporting and administrative support to participating RIAs, focusing on referrals and platform services rather than direct retail account management.

Rajesh Gaur is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Zoe Financial, Inc. He has previously worked at RobustWealth, Inc. and Bank of America. Outside of his advisory role, he hosts a podcast focused on conversations with successful entrepreneurs through his digital media venture, One Vast Ventures LLC. Zoe Financial, Inc. operates an online referral service that connects individual and high-net-worth clients to third-party registered investment advisers within its Zoe Advisor Network. The firm also offers the Zoe Wealth Platform, which provides reporting, administrative, and sub-advisory support to participating RIAs.

Matthew Wiener is a financial advisor at Zoe Financial, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at Zoe Financial since 2022. Prior to that, he was employed at Infor and B&H and attended Syracuse University. Zoe Financial, Inc. provides an online referral service that connects individual and high-net-worth users to third-party registered investment advisers through its Zoe Advisor Network. The firm also offers the Zoe Wealth Platform, which delivers reporting, administrative, and sub-advisory support to participating RIAs, focusing on referrals and platform services rather than directly managing retail client accounts.

Cassie Stancil is a financial advisor at Zoe Financial, Inc. with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Navan, Inc. and Equitable Advisors, as well as employment in hospitality and education. Zoe Financial, Inc. operates an online referral service that matches individuals and high-net-worth users with third-party registered investment advisers through its Zoe Advisor Network, and offers a turnkey asset management platform providing support services to participating RIAs. The firm focuses on referrals and platform services rather than direct management of retail client accounts.

Andres Garcia is a financial advisor with Zoe Financial, Inc. in New York, NY, holding a Series 63 designation and five years of industry experience. His prior work includes roles at JP Morgan Asset Management and Morgan Stanley & Co. Incorporated. Zoe Financial, Inc. operates an online referral service matching individual and high-net-worth clients to third-party registered investment advisers through its Zoe Advisor Network, and offers the Zoe Wealth Platform, a turnkey asset management solution providing administrative and sub-advisory support to participating RIAs. The firm focuses on referral and platform services rather than direct retail account management.

Paul Cipollaro is a financial advisor at Zoe Financial, Inc. based in New York, NY, holding a Series 65 credential with one year of industry experience. Prior to joining Zoe Financial in 2023, he worked at Dataminr, Inc. and Uber Eats. Zoe Financial, Inc. provides an online referral service that matches individual and high-net-worth users to third-party registered investment advisers within its Zoe Advisor Network. The firm also offers the Zoe Wealth Platform, which delivers reporting, administrative, and sub-advisory support to participating RIAs.

John Benevides is a CFP® professional with five years of industry experience, currently serving as an advisor at Zoe Financial, Inc. in New York, NY. His prior experience includes roles at Rething Wealth, Ameriprise, OmniLYF, and Legends Hospitality. Zoe Financial, Inc. operates as an online referral service that matches individual and high-net-worth clients with third-party registered investment advisers through its Zoe Advisor Network, and offers the Zoe Wealth Platform, providing administrative and sub-advisory support to participating RIAs. The firm focuses on referrals and platform services rather than directly managing retail client accounts.

Mason Coon is a financial advisor with Zoe Financial, Inc. holding a Series 66 designation and based in New York, NY. He has held positions at Charles Schwab and Watson Coon Ryan, LLC, and has prior experience outside the financial industry including landscaping and service roles. Zoe Financial, Inc. operates an online referral service that connects individual and high-net-worth clients to third-party registered investment advisers and offers a turnkey asset management platform providing administrative and sub-advisory support to participating RIAs. The firm focuses on referral and platform services rather than directly managing retail client accounts.

Corey Moon is a Series 66 licensed financial advisor with two years of industry experience, currently with Zoe Financial, Inc. He previously worked at Equitable Advisors, LLC and has experience with organizations including Instaswim and the Hillsborough YMCA. Zoe Financial, Inc. operates an online referral service that matches individual and high-net-worth users to third-party registered investment advisers within its Zoe Advisor Network, and provides a turnkey asset management platform offering reporting, administrative, and sub-advisory support to participating RIAs. The firm focuses on referrals and platform services rather than directly managing retail client accounts.