Matthew Hartman is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with SA Financial Solutions, LLC since 2012 and also operates MGH Financial, where he is involved in fixed insurance sales. SA Financial Solutions serves individual and high-net-worth clients, managing approximately $18.6 million across about 43 accounts. The firm offers discretionary asset management, financial planning, consulting, and assets-under-advisement reviews, utilizing a combination of fundamental, technical, charting, and cyclical analysis with both strategic and tactical asset allocation.

Gerhardt Hartman is a ChFC® credentialed financial advisor with 26 years of industry experience. He has been with SA Financial Solutions, LLC since 2011 and has operated as a sole proprietor under the same business name since 2009. Hartman also maintains an active insurance agent role, conducting fixed insurance sales alongside his advisory work. SA Financial Solutions serves individual and high-net-worth clients, providing discretionary asset management, financial planning, and referrals to third-party managers. The firm tailors investment programs to client goals using a combination of fundamental, technical, and cyclical analyses, and operates with a small client base and two advisors.