Matthew Haney

Grant Evans is a financial advisor at True North Wealth with eight years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Edward Jones, Charles Schwab, and ALPS Company. Outside of finance, he owns Evans Basketball Academy, providing basketball lessons and fitness coaching. True North Wealth serves individual clients and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting as a 3(21) fiduciary, and educational seminars. The firm employs an investment approach based on asset allocation and modern portfolio theory, utilizing both passive and active vehicles, and is notable for providing pension consulting and educational services uncommon among similar independent advisors.

Sarah Mccord is a financial advisor at Cardinal Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cardinal Capital Management since 2011. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm uses a combination of tactical asset allocation, fundamental and technical analysis, and may employ short-term trading and option strategies when appropriate.

Lee Snider is a financial advisor at Cardinal Capital Management, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Cardinal Capital since 2012. He also has a longstanding affiliation with Commonwealth Ins dating back to 1987. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, and other entities. The firm employs a mix of tactical asset allocation, fundamental and technical analysis, and may utilize short-term trading and option strategies.

Melissa O'Connor is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. She holds Series 65 and Series 66 credentials. Her prior roles include positions at Virtual Partners Group, Comprehensive Financial Consultants, Pulp & Pine, LLC, and several other financial firms. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets with a long-term investment approach that includes customized portfolios using ETFs, mutual funds, individual securities, and alternative investments.

Ashley Hansard is a CFP® professional with six years of experience in financial advisory, currently with Creative Planning since 2020. Prior to that, Ashley worked at Miller Financial Management, LLC for four years and at Ardagh Group for four years. Ashley is based in Muncie, IN. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated businesses that extend beyond traditional advisory services.

Dean Meyers is a CFP® professional with 39 years of experience at Edward Jones, where he has worked since 1986. He holds Series 63 and Series 66 licenses and serves as a board director for The 400 Corporation in Muncie, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and maintains a large nationwide network of financial advisors and branches.