Carter Financial Group, Inc.

Teri Shaw is a financial advisor at Carter Financial Group, Inc. with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Carter Financial Group since 2021 and previously at Voya Financial Advisors. Outside of her advisory role, she serves as the Chief School Business Official for Mokena Public Schools, managing multiple departments including business operations and transportation. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and combines quantitative analysis with third-party managers to implement and rebalance client strategies.

Jennifer Karch is a CFP® with 12 years of industry experience, currently serving at Carter Financial Group, Inc. She worked at Voya Financial Advisors from 2014 to 2019 before continuing her career at Carter Financial Group. Outside of her advisory role, she is involved in modeling under the name Jennifer Yune. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios combined with quantitative and technical analysis to implement and rebalance client strategies.

Stephanie Hagan is a financial advisor with Carter Financial Group, Inc. She holds a Series 66 designation and has 13 years of industry experience. Her work history includes positions at VOYA Financial Advisors, Mutual Securities, Inc., and Carter Financial Group. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and combines quantitative analysis with third-party managers to implement and rebalance client strategies.

Hannah Carter is a financial advisor at Carter Financial Group, Inc. with three years of industry experience. She holds a Series 65 designation and has worked at Carter Financial Group since 2021. Outside of her advisory role, she is also licensed as an insurance agent specializing in life, accident, and health insurance. Carter Financial Group serves individuals, high-net-worth clients, trusts, corporations, and retirement plans by providing investment management and financial planning. The firm employs proprietary model portfolios and quantitative analysis to manage client strategies and integrates both in-house and third-party platforms for comprehensive asset management.

Kevin Carter is a CFP® professional with 39 years of industry experience, currently serving at Carter Financial Group, Inc. and Mutual Securities, Inc. since 2019. His prior experience includes five years at VOYA Financial Advisors. Outside of his advisory roles, he is an independent insurance agent focusing on life, health, and Medicare supplement insurance. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and quantitative analysis combined with external platforms to manage client assets, offering both discretionary and non-discretionary management along with specialized services such as retirement plan participant account management and cash management solutions.