Jason Frey is a financial advisor at Money Concepts Capital Corp with 13 years of industry experience. He holds a Series 66 designation and is also the president and owner of Tri-County Financial, LLC, where he provides tax preparation and accounting services. Additionally, he owns Frey Finance LLC, an investment-related business. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base that includes individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation approaches, utilizing third-party managers and platforms to provide both discretionary and non-discretionary portfolio management.

Steven Dudley is a financial advisor at Money Concepts Capital Corp in Batesville, IN, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he spent 11 years at Kasco Mfg Inc. He is also employed at Tri County Financial LLC, where he prepares individual tax returns during tax season. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations through portfolio management, financial planning, and consulting. The firm employs a variety of managed programs and investment strategies, combining model portfolios, IAR-designed portfolios, and third-party sub-advisers.

Susan Shook is a financial advisor with Money Concepts Capital Corp in Batesville, IN, holding a Series 63 designation and 26 years of industry experience. She has worked with Money Concepts Capital Corp since 1999 and is also involved with Triple Check Tax. Outside of her advisory role, she participates in tax preparation and accounting at Tri-County Financial, where she meets with clients and supervises staff. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.