Nelson Matzen is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of experience in the financial services industry. He is currently with Forvis Mazars Wealth Advisors, LLC and has held prior roles at firms including HSBC Securities, Avantax Advisory Services, and Mariner Wealth Advisors. Forvis Mazars Wealth Advisors is an SEC-registered firm serving individuals, families—including high- and ultra-high-net-worth clients—businesses, retirement plans, institutions, and nonprofits. The firm employs a committee-driven investment approach based on client-specific policy statements, blending active and passive strategies with a broad use of ETFs and no-load mutual funds, coordinated alongside tax and accounting services from its parent accounting firm.

Brian Stigliano is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC, joining the firm in 2025. His prior experience includes roles at Valley Wealth Managers, Valley National Bank, Valley Financial Management, Leumi Investment Services, and TIAA-CREF. Forvis Mazars Wealth Advisors is an SEC-registered firm serving individuals, families, businesses, retirement plans, institutions, and nonprofits. The firm uses a committee-driven investment approach focused on long-term asset allocation and a combination of active and passive strategies, integrating financial planning with tax and accounting services from its parent firm.