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Exit Planning Tools
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A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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May 2026

Meet Zolid AI

Here to help — Zolid AI can answer questions and provide insights. Free for now, with fair usage limits.

Your conversations are not shared with others. We may review them to improve Zolid AI.

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Brad Joseph Monterio - Contact and Follow on Zolidar

Brad Joseph Monterio

Mid-Market Securities

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