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.

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.