Managing Partner

Managing Director and Wealth Management Advisor Stokes Financial Group at Northwestern Mutual Stokes-Zolkos is a lifelong learner and change agent. Her business background is diverse, including leading the New Tampa

Managing Shareholder Rivero Gordimer & Company  Lazzara is the managing partner and a shareholder with Rivero, Gordimer & Company and has practiced accounting in the Tampa Bay area since 1980.

Principal CAPTRUST Financial Advisors Bailey joined CapTrust Advisors, in Tampa, in 1998, as one of the company’s founding partners. He became part of CAPTRUST, in 2017, when CapTrust Advisors joined