Mark Carter is a CFP®-certified financial advisor at Forefront with nine years of industry experience. He previously worked at Point2 Capital Partners, LLC and spent a decade at Pruco Securities, LLC and Prudential Insurance Company of America. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, financial planning, estate-planning coordination, and cash-management services through customized portfolios and a multi-advisor structure.

Jacob Logan is a Series 66-licensed financial advisor with five years of industry experience. He currently works at Forefront and previously held roles at Prudential Insurance Company of America and Pruco Securities, LLC. Forefront Wealth Partners is a team-based, SEC-registered advisory firm serving individuals, business owners, and corporate clients with discretionary investment management, comprehensive financial planning, and estate-planning coordination. The firm uses customized portfolios and third-party managers to implement allocation models and offers a range of planning services including special-needs planning and online estate-plan creation.