Maynard Keller Jr. is a CFP® professional with 24 years of industry experience, currently serving at American Financial Planning, Inc. since 2006. He holds Series 63 and Series 65 licenses. Keller provides tax preparation services through his firm during the tax season. American Financial Planning, Inc. offers comprehensive financial planning and discretionary investment management to individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm emphasizes diversified index strategies with selective active management and develops written investment policy statements when needed.

Jon Matlock is a CFP® professional with four years of industry experience. He has worked at American Financial Planning, Inc. and Beacon Wealth Consultants, and previously served four years with the International Mission Board. American Financial Planning, Inc. offers comprehensive financial planning and discretionary investment management for individuals, corporate plans, and charitable organizations. The firm emphasizes diversified index strategies and provides written investment policy statements, quarterly reviews, and semi-annual rebalancing.

Mark Castonguay is a financial advisor with American Financial Planning, Inc. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Infinex Investments, Inc. and Virginia Asset Group. Outside of financial advising, he manages a bookkeeping and accounting business and serves as an administrative assistant for Congregation Zion's Sake. American Financial Planning, Inc. offers comprehensive financial planning and discretionary investment management to individuals, corporate pension plans, and charitable institutions. The firm employs diversified index strategies with selective active management and provides investment policy statements tailored to client preferences.

Jacob Mardian is a financial advisor at American Financial Planning, Inc. He holds a Series 65 designation and has been in the industry since 2023. His prior experience includes roles at LPL Financial and J. Gibson McIlvain. American Financial Planning, Inc. provides comprehensive financial planning and discretionary investment management to individuals, corporate pension and profit-sharing plans, as well as charitable institutions and endowments. The firm emphasizes diversified index strategies with occasional use of actively managed funds and offers in-house tax preparation alongside pension consulting services.