Matthew Folz is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 65 designation and has six years of industry experience. In addition to his advisory role since 2019, he has worked as an accountant and Vice President at Harding, Shymanski & Company, P.S.C., a regional CPA firm, since 1995. He also serves as a volunteer Finance Committee Member for the Sisters of St. Benedict, a nonprofit organization. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, with an investment process overseen by an advisory committee and a focus on tax-intelligent overlays and systematic rebalancing.

Nicole Boren is a financial advisor with Avantax Planning Partners, Inc. in Evansville, IN, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Cetera Wealth Services, Avantax Investment Services, and J.J.B. Hilliard W.L. Lyons. Outside of advising, she owns Always Leopard, LLC, a business specializing in personalized custom clothing. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension plans, charitable organizations, and businesses, often through referrals from independent CPA firms. The firm employs a model-based discretionary portfolio management approach with tax-intelligent overlays and centralized trading, operating within a larger corporate group that includes broker-dealer and pension consulting affiliates.

Lacy Bender is a PFS™ credentialed financial advisor with Avantax Planning Partners, Inc., based in Evansville, IN, and has one year of industry experience. Prior to joining Avantax, Bender has served as Vice President at Harding, Shymanski & Co., PSC since 2007, specializing in tax compliance, consulting, and wealth management. Outside of advisory work, Bender is active in the community as a board treasurer for Ronald McDonald House Charities of the Ohio Valley and serves as President of the Finance Committee for Resurrection Catholic School and Church. Bender also coaches youth volleyball at Mater Dei High School. Avantax Planning Partners primarily serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisor representatives. The firm employs a model-based discretionary portfolio management approach overseen by an Investment Advisory Committee and integrates tax-intelligent overlays, managing accounts centrally with systematic rebalancing.