INDIAN RIVER ESTATE PLANNING COUNCIL MEMBERSHIP DIRECTORY AS OF 1/10/2018

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Kerry A. Bartlett R Visiting Nurse Association CFRE, MBA 772-978-5580 kbartlett@vnatc.com 111035th Lane & Hospice Foundation Kathryn Barton R Offutt, Barton, Schlitt LLC CPA, CFP 772-231-2100 Kathryn@offuttcpa.com Jim Beindorf R Offutt, Barton, Schlitt LLC CPA, CVA, CFF 772-231-2100 Jim@offuttcpa.com Brooke M. Benzio R Rossway, Swan, Tierney, Barry, Attorney 772-231-4440 bbenzio@rosswayswan.com 2101 Indian River Blvd, Ste 200 Lacey & Oliver, PL Gregory T. Brown R National Bank of Commerce Commercial Banker 772-774-7961 gbrown@nationalbankofcommerce.com 2145 Indian River Blvd Vero Beach, FL 32960 Kevin E. Brown R Wilmington Trust Trust Officer 772-234-1700 kbrown@wilmingtontrust.com 821 Beachland Blvd, Suite B Nicholas L. Bruce, Esquire R Collins, Brown, Barkett, J.D., LLM 772-231-4343 Nbruce@verolaw.com 756 Beachland Blvd Garavaglia & Lawn Anita D. Calabro R Cypress Trust Company Trust Officer 772-492-1919 anita.calabro@cypresstrust.com 4625 N. A1A, Suite 2 Chester Clem, Esquire R Chester Clem P.A. Attorney 772-978-7676 cclem@chesterclem.com 214515th Avenue

Marie S. Conforti R Law Office of Marie S. Conforti Board Certified Elder 772-257-0421 marie@conforti-law.com 2770 Indian River Blvd #316 Law Attorney Stephen Connelly R Stephen Connelly LMM in Tax Law, 772-563-0566 sconnesq@bellsouth.net 2770 Indian River Blvd Suite 323 Attorney At Law Wills, Trusts & Estates Brian Elwell R Kmetz, Nuttall, Elwell, Graham CPA 772-231-6902 belwell@knegcpa.com 2800 Ocean Drive CPAs Shaun Fedder R Client 1st Advisory Group Financial 772-231-3122 shaun@c1ag.com 736 Beachland Blvd Advisor Todd W. Fennell R Gould, Cooksey, Fennell PA LLM in 772-231-1100 tfennell@gouldcooksey.com Taxation Sally Fusco R PNC Bank, N.A. CTFA 772-231-3850 sally.fusco@pnc.com 860-803-4819 Dee Giannotti R Cypress Trust Company Sr. Investment Officer 772-492-1919 dee.giannotti@cypresstrust.com 4625 N. A1A, Suite 2 Anthony P. Guettler R Gould, Cooksey, Fennell PA LLM 772-231-1100 aguettler@gouldcooksey.com Troy B. Hafner R Gould, Cooksey, Fennell PA LLM 772-231-1100 thafner@gouldcooksey.com

Andrew B. Hartline N Vero Beach Global Advisors Investment Manager 772--213-8000 a.hartline@vbglobaladvisors.com 222310th Avenue Vero Beach, FL 32960 Jason Haselkorn R Ciklin, Lubitz & O'Connell Attorney 561-832-5900 jhaselkorn@ciklinlubitz.com 515 N. Flagler Drive, Suite 2000 W. Palm Beach, Fl 33401 Todd Heckman R Estate Planning Advisors CLU, CHFC 772-567-7970 todd@lrplans.com 1717 Indian River Blvd, Ste 301 CFP, AEP ext 102 CMP Pamela J. Hennig N Law Office of Marie. S. Conforti Attorney 772-257-0421 pamela@conforti-law.com 2770 Indian River Bldv #316 Vero Beach, FL 32960 Stephanie M. Hocke, Esquire R Collins, Brown, Barkett J.D.; LLM 772-231-4343 shocke@verolaw.com 756 Beachland Blvd Garavaglia & Lawn Melinda M. Jacobs N Law Offices of Jacobs & Jacobs Attorney 772-562-7979 melinda@jacobsandjacobslaw.com 193532nd Ave Vero Beach,FL 32960 Richard H. Johnson R Planned Giving Sustaining Charities J.D., CFRE rjohnsonpgsc@outlook.com 859 Ridge Lake Drive 321-848-3358 Melbourne, FL 32940-1770 Mike Kanner R Morgan Stanley Wealth Management CRPS 772-234-1827 Mike.Kanner@ms.com 3525 Ocean Drive Brigit E. Kelly N PNC Bank, N.A. 772-492-2707 brigit.kelly@pnc.com

Matthew C. King R Wilmington Trust CFP 772-215-4864 mcking@wilmingtontrust.com 821 Beachland Blvd, Suite B William N. Kirk R Gould, Cooksey, Fennell PA LLM 772-231-1100 wnk@gouldcooksey.com Justin K. Larson R Gould, Cooksey, Fennell PA JD, LLM 772-231-1100 jlarson@gouldcooksey.com E. Steven Lauer R E. Steven Lauer, P.A. Attorney 772-234-4200 slauer@verolaw.com 3426 Ocean Drive Ronald Keith Lawn, Esquire R Collins, Brown, Barkett, JD, LLM 772-231-4343 rlawn@verolaw.com 756 Beachland Blvd Garavaglia & Lawn Chartered Aaron C. Martin N Wells Fargo CFP 772-778-6107 aaron.martin@wellsfargo.com 500 Beachland Blvd, 2nd Floor Michelle NiCastro N PNC Bank, N.A. 772-492-2709 michelle.nicastro@pnc.com Gloria A. Nicely R PNC Bank, N.A. Trust Officer 772-234-5369 gloria.nicely@pnc.com 3001 Ocean Drive, Suite #301 Christy Northfield R Morgan Stanley Wealth Management Financial Advisor 772-473-7636 Christy.Northfeld@morganstanley.com 3525 Ocean Drive

Carolyn Butler Norton R Carolyn Butler Norton Esq LLC Attorney 772-257-5751 carolyn@butlernorton.com 2770 Indian River Blvd, Suite 309 Russ O'Brien R Morgan Stanley Wealth Management CFP 772-559-6929 RUSSELL.OBRIEN@MS.COM 3525 Ocean Drive Jason L. Odom R Gould, Cooksey, Fennell PA Attorney 772-231-1100 jlo@gouldcooksey.com Harry Offutt R Offutt, Barton, Schlitt LLC CPA, ABV, CVA, CFF 772-231-2100 harry@offuttcpa.com Maggie Okonokhua, J.D. N PNC Bank, N.A. JD 772-492-2708 maggie.okonokhua@pnc.com Jeffrey R. Pickering R Indian River Community Pres/CEO 772-492-1407 jeff.pickering@ircommunity 5070 N. Hwy A1A, #200 Foundation foundation.org Tyler Puttick R Block & Scarpa Attorney 772-794-1918 Tputtick@blocklaw.org 1555 Indian River Blvd Suite B-125 Dillon L. Roberts R Gould, Cooksey, Fennell PA JD, LLM 772-231-1100 droberts@gouldcooksey.com Scott Sacchi N PNC Bank, N.A. JD, LLM, CTFA 772-231-6859 scott.sacchi@pnc.com 3001 Ocean Drive

Charles H. Sanford Esq R Charles H. Sanford Law Attorney 772-492-1695 charleshsanfordlaw@comcast.net 3003 Cardinal Dr, Suite B Offices, P.L. David Savage N SunTrust 772-234-7704 david.savage@suntrust.com 1716 Highway AIA Frank Schlitt R Offutt, Barton, Schlitt LLC CPA, CFF 772-231-2100 frank@offuttcpa.com 570 beachland Blvd William Schlitt R Offutt, Barton, Schlitt LLC CPA 772-231-2100 will@offuttcpa.com Jeremy Schwibner N Merrill Lynch Financial Advisor 772-231-9017 jeremy.schwibner@ml.com 660 Beachland Blvd #101 Brian Shambo N Merrill Lynch CFP, CIMA, CPWA 772-231-9051 Brian.Shambo@ml.com 660 Beachland Blvd, Suite 101 Tracy A. Sorzano R PNC Bank, N.A. J.D.; LLM Taxation 772-231-2308 tracy.sorzano@pnc.com Frank Spitzmiller N Humane Society of VB & IRC Attorney 772-231-3707 fspitzmiller@aol.com 1765 Seagrove Drive Foundation Daniel C. Stump R Daniel C. Stump Attorney 772-234-1779 dstump0311@aol.com 4445 N. Hwy A1A #235 Attorney at Law

Michael J. Swan R Rossway, Swan, Tierney, Barry, Attorney 772-231-4440 mswan@rosswayswan.com 2101 Indian River Blvd, #200 Lacey & Oliver Matthew N. Thibaut R Ciklin, Lubitz & O'Connell Attorney 561-632-3222 mthibaut@ciklinlubitz.com 515 N. Flagler Drive, 20th Floor W. Palm Beach, Fl 33401 Sue Tompkins R Merrill Lynch CPA 772-231-9014 sue_tompkins@ml.com 660 Beachland Blvd, Suite 101 Senior Financial Advisor Allison B. Voge R O'Hare, Quinn, Casalino Attorney 772-231-6900 avoge@oqc-law.com 3111 Cardinal Drive Chartered Kelley Williams N Vero Beach Museum of Art 772-231-0707 kwilliams@verobeachmuseum.org 3001 Riverside Park Drive Ext 145