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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Bruce Cain is a financial advisor with Founders Financial Securities LLC in Anderson, Indiana, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including 10 years with Richard Overdorf & Associates, Inc. Outside of his advisory work, he serves as president of Well-Mac Farming Inc., where he manages farming operations. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of IARs managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and emphasizes personalized investment approaches, including discretionary management and specialized services such as 1031 exchange consulting and private wealth solutions.

Stephen Schug is a financial advisor at ON Investment Management CO with 40 years of industry experience. He holds the Series 63 designation and has worked at Capital Analysts, Incorporated, Lincoln Investment, and Ohio National Financial Services. Outside of his advisory role, he serves as President of Main Street Pendleton, an organization focused on historic preservation, and is Treasurer of the United Methodist Mens Group. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes a mix of discretionary and non-discretionary management and integrates third-party investment programs alongside broker-dealer activities.

Teresa Jackson is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at KeyBank and Key Investment Services since 2009. Outside of finance, she owns a business that prepares and sells baked goods. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Adam Mc Henry is a financial advisor with Bankers Life Advisory Services, Inc. He holds a ChFC® designation and Series 63 and 66 licenses, and has 18 years of industry experience. Since 2006, he has been associated with Bankers Life and Casualty, Inc., where he also works as an insurance agent specializing in non-variable insurance and annuity products, including equity indexed annuities. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis methods to create tailored asset allocations and offers a range of investment strategies across various securities.

Robert Donati is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® and Series 63 designations and having 27 years of industry experience. He has been associated with various Bankers Life entities since 1973 and serves as a board member of Muncie Endurathon, Inc., a charitable athletics organization. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to create tailored portfolios aligned with clients’ goals and risk tolerances.

Matthew Mccoy is a financial advisor at PNC Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, PNC Bank, CVS, and Bill Bobe's Pizzeria. Outside of financial advising, he is a member of Freedom Creek LLC, a coffee roasting business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that uses algorithmic risk assessments and invests via mutual funds and ETFs with annual rebalancing.

Ashley Hansard is a CFP® professional currently with Creative Planning in Muncie, Indiana, with six years of industry experience. Prior to joining Creative Planning in 2020, Hansard worked at Miller Financial Management, LLC for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and incorporates private market exposure alongside institutional and retirement plan services.

Melissa O'Connor is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at several firms including Virtual Partners Group, Comprehensive Financial Consultants, and Pulp & Pine, LLC. Concurrent Investment Advisors is a multi-team SEC-registered firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Lesta Andersen is a financial advisor at Lincoln Investment with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Legend Equities Corporation, Chase Investment Services Corporation, Wells Fargo Clearing, and A.G. Edwards & Sons. In addition to her advisory role, she prepares tax returns for a small number of clients. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.