Robert Franze

You've experienced an unimaginable loss: the loss of a spouse, a marriage, or a loved one. You never handled the "money" side of things, and you're scared. Your estate planning or divorce attorney has helped you through the nuts and bolts, but now what? Molly Laughter, CFA® Charterholder and CERTIFIED FINANCIAL PLANNER™ is passionate about helping women understand finances and answer this question. Molly has spent her professional career making complicated financial topics relatable and understandable. You don't have to know numbers to build a successful life or start again. Molly’s mission is to educate and empower the women she works with to live a life they love, with solid analysis and planning as a foundation for the future. She provides access to comprehensive financial planning and investment management.

My name is Taylor Stewart, and I am the founder of Ataroke Wealth. I founded Ataroke based on two core beliefs. The first is that people just want to make the most of their money. What that means is they want to feel like they’re being intentional, like they’ve considered all of their options, and they’re doing the best that they can. They want to know that they’re putting the right amount of money to work in the right places to be able to do what is important to them. Or as one client put it, “I just don’t want to do anything stupid.” I also believe that people want help with this but they don’t often get help because they feel like they’re just going to get sold something. That’s why I started Ataroke, to be able to help people make the most of their money without all of the sales BS and conflicts of interest that have become so common in our industry. At Ataroke, we provide comprehensive fee-only financial advice which means 1) we can answer almost any question, and 2) we are only paid by you, there are no sales. So whether you’re looking for an ongoing partnership or just have a one-time planning need, I invite you to take a look at how we can help. And remember, when it comes to Ataroke, there are no sales, there’s just advice.

Casey Lane is Vice President and Financial Consultant at Fidelity Investments. In this role, Lane collaborates with clients to develop financial plans tailored to their unique goals, emphasizing clear communication and straightforward strategies. Lane has been with Fidelity Investments since 2016, progressing through multiple roles including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Workplace Planning Consultant II, Relationship Manager, Investment Consultant, and Financial Consultant. This experience has provided expertise in financial planning and investment consulting. Lane holds an Arkansas Insurance License. Outside of work, Lane enjoys board games, family activities, golf, reading, running, and volunteering.

Daniel Rogowski is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads a team that delivers family office style advice by integrating all aspects of a client’s financial picture in coordination with their CPAs, attorneys, and other trusted professionals. His practice focuses on disciplined portfolio management combined with tax aware planning, retirement and estate planning, alternative investments when appropriate, and philanthropic guidance. Daniel has extensive experience in investment management and tax-sensitive strategies, having begun his career as a Financial Advisor at Merrill Lynch before serving over a decade as Chief Investment Officer of an independent registered investment advisory affiliated with a CPA firm. In this role, he developed expertise in long-term portfolio design, public and private market investing, dynamic asset allocation modeling, and complex strategies tailored to entrepreneurs and multigenerational families. He holds a Bachelor’s degree from Harvard University and an MBA in Finance from Rice University. Additionally, Daniel completed graduate studies in data science and machine learning at the University of California, Berkeley. He maintains professional designations as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Outside of work, Daniel and his wife split their time between Florida and Texas with their children, and he enjoys fly fishing, golfing, and spending time outdoors with his family.

Robert Robles is the Resident Director and a Wealth Management Advisor at Merrill's McKinney office. In this role, he partners with clients including families, executives, and business owners to simplify and optimize their financial lives. He leads a practice that offers family-office style care, coordinating every detail of clients' financial matters with a focus on personalized strategies tailored to each individual's goals and circumstances. Robert began his career at Merrill in 2004 within the Global Research and Economics Group and has been serving as a Wealth Management Advisor since 2007. He holds a bachelor's degree from New York University Stern School of Business and has completed accredited certificate programs at the University of Pennsylvania and the University of California System. His professional designations include Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He lives in McKinney, Texas, with his wife Melissa, their children Evy and Logan, and their Italian Greyhound, Kirby. Outside of work, Robert spends time with his family and participates in activities such as sailing, clay target sports, car rallies, and endurance events like Spartan and Tough Mudder races. He is also involved in community organizations including the 9/11 Day Foundation - National Day of Service, Frisco ISD Watch Dogs, and the NJ Mental Health Association.