David Carter is a financial advisor at Forefront with 43 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Forefront Wealth Partners, LLC in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 40 years. He is also a partner at Carter Financial Group Investment and Wealth Management Solutions, where he provides sales and service of insurance and investments. 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 and estate planning, and cash-management services, utilizing customized portfolios and a multi-advisor structure that integrates related businesses and third-party managers.

Derek St. Clair is a financial advisor at Forefront with 16 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Equitable Advisors and Prudential-affiliated firms for over a decade. Forefront Wealth Partners is a team-based SEC-registered advisory firm serving individuals, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive financial planning, including estate-planning coordination and cash-management services.