Matthew Stegman

Thomas Garcia is a Series 65 licensed advisor at Bison Wealth, LLC with three years of industry experience. Prior to joining Bison Wealth, he worked at The Pacific Financial Group, Inc. He is also the manager of Green Side Lawn Care, a non-investment related business focused on property maintenance and clerical duties. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager curated investment solutions with a focus on outcome-driven strategies across liquid and private market investments.

Gregory Wheeler is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2022. He previously worked at Texas Yale Capital Corp from 2015 to 2022. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies such as independent managers and optional ESG integration.

Robert Kosty is a financial advisor with Lifemark Securities Corp. in Hernando, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Lifemark since 2018 and previously spent five years with Foresters Equity Services, Inc. In addition to his advisory work, Kosty has served as an Independent Insurance Agent since 2002 and is active in KAIROS Prison Ministry International, where he holds roles including Donor Coordinator and Financial Secretary. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors, employing suitability-driven advice through various managed account programs and custom portfolio management options.

Marc Thompson is a ChFC® credentialed financial advisor with Gradient Advisors, LLC and has one year of industry experience. He has worked at Gradient Advisors since 2024 and has been associated with ASB Financial since 2010. Outside of his advisory role, Thompson is the owner of Eagle Retirement Strategies, where he provides financial planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a broad range of clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor client strategies.

John Ceparano is a CFP®, PFS™, and Series 65-registered advisor with 24 years of industry experience. He has been with Modera Wealth Management, LLC since 2014 and previously worked at Business Blocks, Inc. from 1993 to 2019. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, private placements, and optional ESG integration.

Brian Mcginnis is a financial advisor with Bison Wealth, LLC and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including prior roles at The Pacific Financial Group, Inc., IFP Securities, LLC, Independent Financial Partners, and LPL Financial. He is also the owner and president of Serve and Protect Financial, Inc. and Capital Defender Advisors, Inc. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, estates, and charitable organizations, as well as other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing tactical and strategic allocations across liquid and private market strategies.