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Walter C. Koczot, JD, CTFA - Walt has been in the financial services industry for over twenty-five years, with the past seventeen years focused in the areas of personal trust administration and estate planning. In his role as a Personal Trust Specialist he is responsible for the administration of trusts and for providing clients with estate planning assistance. Trust administration is the day to day operation of a trust keeping it in compliance with the terms of the trust document as well as legal, tax and regulatory requirements. As an estate planner he is a resource to...

Dan Meyer has dedicated more than 25 years of service to the field of Federal Employment and National Security law as both a practicing attorney and federal investigator and senior executive. Throughout three Presidential administrations, Dan promoted the federal whistleblowing mission and its related policy and statutes. His first major case was before the U.S. Court of Appeals for the First Circuit protecting Rhode Island State employees suspended and terminated in an act of retaliation. Later, as the Intelligence Committee’s (IC) foremost whistleblowing subject-matter expert from 2013 to 2017, he served as the Executive Director for Intelligence Community Whistleblowing &...

P. Christopher Wegner is an entrepreneur and the founding attorney at Wegner Law PLLC. He is one of the only attorneys in Southwest Florida with significant experience in sophisticated business and tax law matters and is recognized as one of the leading innovators in bringing that experience to small and midsized businesses who cannot always afford to engage larger law firms in South Florida.

In addition to the general business and corporate law services he provides to emerging and established companies in Southwest Florida, Chris works with multi-national corporations on difficult domestic and international tax issues including, multi-million dollar mergers and...

Chelsea Brener Cusimano has a substantial litigation practice and client base after a decade of work with her family firm and public officials. Chelsea is the daughter of the late Lisa Brener who began her trailblazing civil rights and employment practice in New Orleans in the 1980s. Chelsea is a fourth-generation New Orleans lawyer. Chelsea has successfully litigated Collective Actions under the FederalFair Labor Standards Act, including managing a Collective Action with over 90 Plaintiffs from 2018-2020. Chelsea is a member of both the Louisiana and Georgia bars, and holds an LL.M. from George Washington University in National Security and International Affairs. She...

Alan Mark is a Co-Chair of the firm’s Real Estate and Chair of the Financial Services practice groups. He is also a senior member of the Corporate group. For more than 40 years, Alan has concentrated on corporate, commercial and real estate finance matters. He has served as outside counsel to numerous local, regional and national financial institutions, publicly traded biotechnology companies and hotel owners and operators. He has also served as outside counsel to information and telecommunication technology clients, government entities and individuals in connection with technology transfers, business acquisitions, project development and equity and debt financings. Since 1996,...

Prior to law school, Bryan was a project manager for a healthcare contract service provider. Creating in-house programs relating to patient logistics, Bryan managed hundreds of employees, balanced many budgets, and learned first-hand the power of contractual law. It was here that Bryan discovered his two passions: people and the law. Bryan began his legal career as a family law attorney in Fort Worth. After handling everything from basic custody agreements to high-asset divorces, Bryan accepted an opportunity to be a trial attorney at the Montgomery County District Attorney’s Office. As a Felony Prosecutor, Bryan tried dozens of cases,...