Matthew Arndt is a CFP® and CFA® with 18 years of industry experience. He has been with Gallatin Investments, LLC since 2012. Outside of his advisory role, he is also a CPA and provides tax return services through a separate accounting practice. Gallatin Financial Advisors serves primarily individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a disciplined investment approach based on asset allocation and security analysis, providing clients with discretionary account management and tiered subscription planning options.

John Mccarthy is a financial advisor at Gallatin Financial Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Premier College Planning, among other roles. Outside of his advisory duties, he is also licensed as an insurance agent, selling life insurance. Gallatin Financial Advisors serves primarily individual clients, including high-net-worth households, offering portfolio management, comprehensive financial planning, and consulting through subscription retainer wealth-planning and company-sponsored retirement plan services. The firm uses asset-allocation planning and security analysis across discretionary accounts and provides ongoing planning access via tiered subscription options.