Mutual Trust Asset Mgmt., Inc.

Keith Golden is a financial advisor at Mutual Trust Asset Management, Inc. with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Summit Financial Group Inc and Mutual Trust Company of America Securities. Outside of advisory work, he is also a licensed insurance agent. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts and estates, retirement plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation process based on Modern Portfolio Theory with a tactical overlay, utilizing diversified investments including mutual funds, ETFs, equities, and fixed income, often under discretionary authority.

Matthew Marone is a CFP® with 30 years of industry experience, currently serving at Mutual Trust Asset Management, Inc. since 2008. He previously worked at Mutual Trust Co. of America Securities for 25 years and has been affiliated with Calton & Associates, Inc. since 2024. Marone is president of US INTREGRITY INC, a firm involved in life and annuity sales as well as estate and retirement planning. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory with a tactical overlay, utilizing diversified portfolios of mutual funds, ETFs, equities, and fixed income, often under discretionary authority.

Jed Bandes is a CFP® and ChFC® with 44 years of industry experience. He is currently associated with Calton & Associates, Inc. and has been with Mutual Trust Asset Management, Inc. since 1989. Bandes also serves as director of Principal Derivatives, LLC, a non-investment related business. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory with a tactical overlay, utilizing diversified portfolios and discretionary management.

Robert Riley is a financial advisor with Mutual Trust Asset Management, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Mutual Trust Company of America Securities. He is also the owner of a financial planning and advisory business, Retirement Lock. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts and estates, retirement plans, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach informed by Modern Portfolio Theory with a tactical overlay and employs globally diversified portfolios including mutual funds, ETFs, equities, and fixed income.

Theresa Dollard is a financial advisor at Mutual Trust Asset Management, Inc. in Tampa, FL, with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services, Raymond James & Associates, and VALIC Financial Advisors. In 2023, she was involved with The Local Draught House outside of her financial career. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts and estates, retirement plans, charitable organizations, and small businesses. The firm combines strategic asset allocation based on Modern Portfolio Theory with tactical adjustments and employs fundamental and technical analysis in its portfolio construction.