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Grant T

CFP®, Series 63, Series 66

Anderson, IN

Financial Enhancement Group

Grant Thompson is a CFP® professional with 5 years of industry experience, currently serving at Financial Enhancement Group. His prior experience includes roles at Charles Schwab & Co., Inc. and Thrivent Investment Management Inc. Financial Enhancement Group provides discretionary asset management and financial planning services to a diverse client base including individuals, families, and charitable organizations, utilizing a combination of fundamental and technical analysis, proprietary research models, and tactical overlays to manage portfolios. The firm also employs specialized sub-advisors and AI tools to enhance its investment and operational processes.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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John C

Series 65

Anderson, IN

Financial Enhancement Group

John Coffin is a financial advisor at Financial Enhancement Group with a Series 65 designation and two years of industry experience. His prior work includes roles at Alter Domus and Arbon Equipment, as well as five years at Purdue University. He has been affiliated with Fairfield Builders Supply Corp. since 2013. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of fundamental and technical analysis with proprietary research models and tactical overlays, alongside the use of sub-advisors and AI tools, to offer a range of investment strategies and specialized services.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Richard M

Series 65

Sebastopol, CA

Financial Enhancement Group

Richard Middleton is a financial advisor with Financial Enhancement Group, holding a Series 65 designation and 10 years of industry experience. He has been involved with National Brokers Alliance since 1998, where he recruits agents and manages insurance product sales. Financial Enhancement Group offers discretionary asset management and financial planning to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm utilizes a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, and employs specialized sub-advisors and AI tools to support its investment strategies.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Dean H

Series 63, Series 66

Anderson, IN

Financial Enhancement Group

Dean Huddleston is a financial advisor with Financial Enhancement Group, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Financial Enhancement Group since 2014 and previously worked at World Equity Group. Huddleston served as a board trustee for Community Schools of Frankfort from 2004 to 2016. Financial Enhancement Group offers discretionary asset management and financial planning to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities through a multi-advisor platform. The firm employs a mix of fundamental and technical analysis with proprietary models and tactical overlays, uses sub-advisors for specialized strategies, and integrates AI tools to support its research and operations.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Jordan Z

Series 65

Anderson, IN

Financial Enhancement Group

Jordan Zody is a Series 65-licensed advisor with Financial Enhancement Group in Anderson, Indiana. He joined the firm in 2025 after working in education for seven years, including roles at Grace College and Shenandoah schools. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental and technical analysis with proprietary research and tactical overlays, along with AI tools and specialized sub-advisors, to manage portfolios across various asset classes.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Monica R

Series 65

Anderson, IN

Financial Enhancement Group

Monica Ross is a Series 65 licensed financial advisor with Financial Enhancement Group, where she has worked since 2024. She has 16 years of industry experience, including a 15-year tenure at BMO Bank prior to joining Financial Enhancement Group. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm integrates fundamental and technical analysis with proprietary research and tactical overlays, employs specialized sub-advisors, and utilizes AI tools to support its multi-advisor platform.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Christopher B

Series 65

Anderson, IN

Financial Enhancement Group

Christopher Bahena is a financial advisor with Financial Enhancement Group in Anderson, Indiana. He holds a Series 65 designation and has one year of industry experience. Prior to joining Financial Enhancement Group, he worked at Purdue Federal Credit Union for six years. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities through a multi-advisor platform. The firm uses a combination of fundamental and technical analysis, proprietary research models, tactical overlays, specialized sub-advisors, and AI tools to tailor investment strategies across various asset classes.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Zachary U

Series 65

Anderson, IN

Financial Enhancement Group

Zachary Unger is a financial advisor at Financial Enhancement Group with a Series 65 credential and four years of industry experience. He has been with Financial Enhancement Group since 2020 and previously worked at Indiana Wesleyan University and Meijer. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities through a multi-advisor platform. The firm employs fundamental and technical analysis alongside proprietary research models and tactical overlays, and utilizes sub-advisors and AI tools to support its investment and operational processes.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Aaron H

Series 66

Anderson, IN

Financial Enhancement Group

Aaron Hunt is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to help them identify their unique financial purposes and co-create financial strategies. Aaron aims to extend Fidelity's standard of care to every client he works with, focusing on assisting clients in pursuing their financial goals and dreams. Prior to his current role, Aaron held several positions at Fidelity Investments, including Relationship Manager from 2024 to 2025, Financial Representative in 2024, and Financial Services Representative from 2023 to 2024. This progression reflects his growing expertise in financial planning and client relationship management. Outside of his professional work, Aaron's personal interests include board games, fitness, spending time with friends and attending social events, golf, and skiing.

General retirement planning Income planning Cash flow / budgeting Founder/Business Owner Retired
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Katrina H

Series 65

Anderson, IN

Financial Enhancement Group

Katrina Hoetmer is a financial advisor at Financial Enhancement Group with a Series 65 designation and two years of industry experience. She has worked at Financial Enhancement Group since 2023 and previously held positions at IUPUI, Ivy Tech, and the University of Evansville. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities through a multi-advisor platform. The firm employs a mix of fundamental and technical analysis, proprietary research models, tactical overlays, and AI tools to manage portfolios and offers specialized strategies including direct indexing and option collars.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Andrew T

Series 65

Anderson, IN

Financial Enhancement Group

Andrew Thrasher is a financial advisor at Financial Enhancement Group with 16 years of industry experience. He holds a Series 65 designation and has been with Financial Enhancement Group since 2011. Outside of his advisory role, he owns Thrasher Analytics LLC, a financial publication through which he writes market commentary, and serves on the CMT Association Admissions Committee. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays to manage portfolios across multiple asset classes, integrating specialized strategies and AI tools to support its multi-advisor platform.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Brett S

Series 63, Series 65

Anderson, IN

Financial Enhancement Group

Brett Spangler is a financial advisor with Financial Enhancement Group, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Estep Doctor & Company since 2023 and has owned Innovative Small Business Solutions, Inc., a CPA firm, since 2017. Prior to that, he was with Sikich LLP from 2001 to 2017. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, while also utilizing sub-advisors and AI tools to support its investment strategies and operations.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Michele G

CFP®, Series 63, Series 65

Woodstock, GA

Financial Enhancement Group

Michele Grant is a CFP® professional with 25 years of industry experience, currently serving at Financial Enhancement Group. Her prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Outside of her advisory work, she is a distributor for Water4Wellness, providing water filtration and hydration systems to her community. Financial Enhancement Group offers discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm employs a blend of fundamental and technical analysis, proprietary research models, and tactical overlays, and integrates AI tools to support its multi-advisor platform.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Joseph C

CFP®, Series 63

Anderson, IN

Financial Enhancement Group

Joseph Clark is a CFP® with 33 years of experience in the financial industry. He has been with Financial Enhancement Group since 1995 and previously worked at World Equity Group, Inc. from 2002 to 2023. Outside of advising, he produces a weekly radio show through KDC2 and serves on the board of the Indiana Natural Resources Foundation. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, and integrates AI tools to support its multi-advisor platform.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Aaron R

Series 63, Series 65

Anderson, IN

Financial Enhancement Group

Aaron Rheaume is a financial advisor at Financial Enhancement Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Enhancement Group since 2015. Outside of his advisory role, he is also involved in insurance sales, primarily life, variable life and annuities, and accident and health products. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of fundamental and technical analysis with proprietary research models and tactical overlays, and uses specialized sub-advisors and AI tools in its investment approach.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Paul K

Series 63, Series 65

Oceanside, CA

Financial Enhancement Group

Paul Karshner is a financial advisor with Financial Enhancement Group in Oceanside, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been self-employed since 2016 and is involved with ULTRA Estate Planning, assisting Southern California clients with the signing of estate documents. In addition, he provides insurance products including term life, universal life, and fixed annuities. Financial Enhancement Group offers discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, proprietary research, tactical overlays, and AI tools to manage portfolios across a variety of asset classes and specialized strategies.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Susan J

Series 65

Anderson, IN

Financial Enhancement Group

Susan Jones is a financial advisor at Financial Enhancement Group with a Series 65 designation and six years of industry experience. She has been with Financial Enhancement Group since 2012. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities through a multi-advisor platform. The firm employs a combination of fundamental and technical analysis, proprietary research models, tactical overlays, and sub-advisors for specialized strategies, along with AI tools to support its investment and operational processes.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Jamie B

Series 63, Series 66

Anderson, IN

Financial Enhancement Group

Jamie Burton is a financial advisor at Financial Enhancement Group with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Financial Enhancement Group since 2017, following roles at Consider This and Brunette and Associates LLC. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm utilizes a combination of fundamental and technical analysis, proprietary research models, tactical overlays, and AI tools to manage portfolios and supports specialized strategies through sub-advisors.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Seth G

Series 65

Anderson, IN

Financial Enhancement Group

Seth Grimme is a financial advisor with Financial Enhancement Group, holding a Series 65 credential and six years of industry experience. He has been with Financial Enhancement Group since 2018 and previously worked at IU Kokomo from 2015 to 2018. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm employs a multi-advisor platform that integrates fundamental and technical analysis, proprietary research models, tactical overlays, and AI tools to manage diversified portfolios and specialized strategies.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Kyle K

Series 63, Series 66

Anderson, IN

Financial Enhancement Group

Kyle Kent is a financial advisor at Financial Enhancement Group with Series 63 and Series 66 registrations and four years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., J.D. Gould Co., Inc., and a position at Christ Community Church. Outside of finance, he works as a part-time food delivery driver for DoorDash. Financial Enhancement Group offers discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities through a multi-advisor platform. The firm employs a combination of fundamental and technical analysis with proprietary research models, tactical overlays, sub-advisors for specialized strategies, and AI tools to support its investment approach.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Adam H

Series 66

Anderson, IN

Financial Enhancement Group

Adam Harter is a financial advisor with Financial Enhancement Group, holding a Series 66 designation and 23 years of industry experience. He has worked at Financial Enhancement Group since 2002 and was previously with World Equity Group, Inc. for 21 years. Outside of his advisory role, he serves on the finance committee and board of Sulphur Springs Country Club in Middletown, IN. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a combination of fundamental and technical analysis, proprietary research models, tactical overlays, and AI tools, while offering specialized strategies through sub-advisors and more complex investment instruments.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Alexis T

Series 65

Anderson, IN

Financial Enhancement Group

Alexis Taylor is a financial advisor at Financial Enhancement Group with a Series 65 designation and two years of industry experience. Prior to joining the firm, Alexis worked at Ball State University and Wapahani High School. Financial Enhancement Group offers discretionary asset management and financial planning to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, along with AI tools and specialized sub-advisors, to provide diversified investment strategies and services.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Donald H

Series 63, Series 65

Anderson, IN

Financial Enhancement Group

Donald Hodson is a financial advisor with Financial Enhancement Group, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked for World Equity Group, Inc. for 21 years and has been with Financial Enhancement Group since 1997. Outside of his advisory role, Hodson provides income tax preparation and business planning services and is a partner in a commercial real estate rental business. Financial Enhancement Group offers discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm utilizes a combination of fundamental and technical analysis, proprietary research, tactical overlays, sub-advisors, and AI tools to manage diversified portfolios and support its operations.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Grant M

Series 65

Anderson, IN

Financial Enhancement Group

Grant Meadows is a Series 65-licensed financial advisor with Financial Enhancement Group, where he has worked since 2025. He has prior experience at OneAmerica Financial and held positions at Indiana Wesleyan University and Northwestern Mutual. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, while also integrating AI tools and utilizing sub-advisors for specialized strategies.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Samuel N

CFP®, Series 66

Anderson, IN

Financial Enhancement Group

Samuel Neff is a CFP® and holds a Series 66 license with seven years of industry experience. He currently serves as a financial advisor at Financial Enhancement Group, where he has worked since 2023. Prior to this, he held roles at Four Quadrant Wealth Advisors, Inc., Equitable Advisors, Axa Advisors LLC, and ALDI Inc. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, tactical overlays, and AI tools to manage diversified portfolios and offers access to complex investment instruments alongside more traditional strategies.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Grant S

Series 63, Series 65

Anderson, IN

Financial Enhancement Group

Grant Soliven is a financial advisor with Financial Enhancement Group, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at World Equity Group and MassMutual Life Insurance Company. He also engages in insurance sales as a licensed agent for life, accident, health, and variable life and annuity products. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis with proprietary research models and tactical overlays, supported by AI tools and specialized sub-advisors, to deliver a diverse range of investment strategies.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Daren H

CFP®, Series 65

Anderson, IN

Financial Enhancement Group

Daren Hardesty is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Financial Enhancement Group LLC since 2020 and previously spent six years at Charles A Beard MSC. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, and integrates AI tools to support its investment process and client communications.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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