Katie Smith is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and previously worked at Coyote Logistics before joining LPL Financial and Money Matters in 2018. Outside of her advisory role, Smith is a consultant for Mary Kay cosmetics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse financial planning and advisory programs supported by research, model portfolios, and technology-driven strategies.

Carl Hart is a CFP® professional with 28 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2023, following four years at Cetera Advisor Networks LLC. Carl has also operated The Money Coach Dba Money Matters since 2014 and previously worked at Summit Financial Group Inc and Summit Brokerage Services. Outside of his advisory work, he is involved with Navigo, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining proprietary research and third-party solutions with both discretionary and non-discretionary management options.