Jeffrey Smith is a financial advisor at The Retirement Smith LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Gradient Advisors, LLC. In addition to his advisory role, he is the owner of Michah Creek Farm LLC, a land development business. The Retirement Smith LLC provides financial planning and consulting services to individuals, high-net-worth clients, and business entities, focusing on tailored plans related to cash flow, retirement, tax reduction, and estate preservation. The firm does not hold client assets directly and typically refers clients to third-party managers for ongoing asset management.

Christopher Keeney is a financial advisor at The Retirement Smith LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wyatt Investment Research, Boynton Beach Realty, and Saybrus Equity Services. The Retirement Smith LLC provides financial planning and consulting services to individuals, high-net-worth clients, and business entities, offering tailored financial plans focused on cash flow, retirement strategy, tax reduction, and estate preservation. The firm conducts public seminars and workshops on investment topics and refers clients to third-party asset managers while serving as a liaison.