Joshua Helman is a financial advisor at SmartPlan Investing with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Financial Planning Counselors, Inc. since 2007. In addition to his advisory work, Helman practices emergency medicine as an independent contractor physician. SmartPlan Investing serves individual investors, pension and profit-sharing plans, and business clients by providing financial coaching, planning, and investor education workshops. The firm employs academic investing principles and collaborates with Matson Money for portfolio management, emphasizing client coaching and regular portfolio reviews.

Jennifer Foster is a Series 65-licensed financial advisor with eight years of industry experience. She is affiliated with SmartPlan Investing and has been associated with Financial Planning Counselors Inc. since 2010. SmartPlan Investing primarily serves individual investors along with pension and profit-sharing plans and business clients, offering financial coaching, planning, and investor education workshops. The firm employs an academic investing approach using Modern Portfolio Theory and efficient-market allocation models through the Matson Money platform, emphasizing client coaching and portfolio analysis while partnering with a third-party portfolio manager for discretionary trading and rebalancing.

Robroy Wiley is a financial advisor at SmartPlan Investing in Atlanta, GA, holding a Series 65 designation with 12 years of industry experience. He has been with SmartPlan Investing since 2011. SmartPlan Investing serves primarily individual investors, along with pension and profit-sharing plans and business clients, offering financial coaching, planning, and investor education workshops. The firm uses academic investing principles and the Matson Money platform to create diversified portfolios, emphasizing client coaching and periodic reviews while partnering with third-party portfolio managers for discretionary trading and rebalancing.

Roy Wiley is a financial advisor with SmartPlan Investing in Juno Beach, FL, holding Series 63 and Series 66 licenses and offering 21 years of industry experience. He is also a certified public accountant and owner of Covenant Financial, P.A., providing tax, accounting, and payroll services since 1993. Wiley holds a Florida insurance license and has engaged in insurance sales on a limited basis. SmartPlan Investing serves individual investors, pension and profit-sharing plans, corporations, and other business entities by providing financial coaching, comprehensive planning, and investor education. The firm uses an academic investing approach based on Modern Portfolio Theory, working through a co-advisor model to deliver portfolio consulting and monitoring without direct investment discretion.