Katie Carpenter is a CFP® with eight years of industry experience and currently advises at Springlake Financial Partners. She previously worked for Charles Schwab for seven years and has held positions at Ally Financial and other roles prior to entering the financial industry. Springlake Financial Partners provides wealth management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation framework based on Modern Portfolio Theory, using a passive ETF core alongside select active strategies, and manages client assets on a discretionary basis.

Bennie Hobson is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Springlake Financial Partners. His prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc. Outside of his advisory work, he is a property owner involved in real estate activities unrelated to securities trading. Springlake Financial Partners offers financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a financial-planning-led approach combined with Modern Portfolio Theory, using a mix of passive and selective active management strategies.