Mark LoCastro, @MarkLoCastro

Content & Comms

Mark LoCastro is a Senior Director at Trust & Will, where he leads the research and development of estate planning studies and data-driven content strategies for both consumer (D2C) and advisor (B2B2C) audiences. Prior to joining Trust & Will, Mark held leadership roles at Forbes Advisor and SmartAsset.

Marni Blank, @marniblank

Death Doula

Marni is a death doula, lawyer, trained mediator, and a female founded small business owner. She offers holistic end of life planning and death doula services.

Matt Ricks, @MattRicks

Contributor, Financial Advisor Panel

Matt, Founder of Haystack Financial Planning, is a New York-based CFP™️ and fiduciary. Specializing in the disabled community, he combines expert fee-only financial planning with a passion for service, ensuring accessible and ethical advice.

Matthew Koppelman, @MatthewKoppelman

Matthew Koppelman, CFP®, WMCP®, is co-founder of Precision Wealth Planners. He works mostly with women in senior professional roles who are single or the primary earner in their household, helping them plan for retirement, taxes, and the decisions in between. Matt also provides pro bono financial coaching through Wings for Widows and The Foundation for Financial Planning.

Matthew Veland,

@MatthewVeland

Matthew Veland is a financial planner at Prudential in the Washington, DC area, where he's spent six and a half years building a practice focused on the Asian American community, with a particular concentration of physicians and small business owners.

Maya Powers, @MayaPowers

Estate Planning Content Expert

Maya Powers, Product Marketing Manager at Trust & Will, is a writer and estate planning content expert. She brings over a decade of reporting, writing, and content production to Trust & Will's offerings.

Memoria Team, @memoria

End-of-Life Planning Services

Memoria's mission is to put bereaved families in control again by providing a platform that reduces their emotional strain and costs, creating more time for them to grieve, not worry.

Michael Fiammetta, @MichaelFiammetta

Contributor, Financial Advisor Panel

Mike brings over 12 years of experience in financial services. He collaborates closely with clients and their families to shape life goals and ensure that needs, wishes, and values are effectively planned across generations.

Molly Peters, @mollypeters1

Head of Product Marketing

Molly Peters is the Head of Product Marketing at Trust & Will, where she leads the strategy behind how the company communicates estate planning to the families who need it most.

Nicholas Rubright, @nickflurry1993

Digital Marketing Specialist, Writer

Nicholas Rubright is a digital marketing specialist and expert writer at Epicompliance. In his free time, Nicholas enjoys playing guitar, writing music, and building cool things on the internet.