John Duncan is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with Norwood Economics, Inc., where he has worked since 2026. His prior experience includes roles at Prudential, Larson Financial Group, Transamerica Life Insurance Company, Fidelity Investments, and Bank of America/Merrill Lynch. Norwood Economics serves individual and high-net-worth clients as well as retirement plans, offering discretionary portfolio management and financial planning. The firm employs fundamentally driven asset allocation across various asset classes and provides fiduciary services to retirement plan sponsors, accompanied by participant education programs and the use of AI tools subject to firm oversight.

Roy Bodinus is a financial advisor at CBG & Company, Inc. with 25 years of industry experience. He has been with CBG & Company since 2008 and holds a Series 65 designation. CBG & Company, Inc. serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, managing approximately $270 million in client assets. The firm combines fundamental and technical analysis with long-term portfolio management and offers integrated accounting and practice-consulting services alongside fiduciary retirement plan solutions.

Brian Mc Connell is a financial advisor at Daviman Financial, LLC with two years of industry experience. He holds a Series 65 designation. Outside of financial advising, he owns and operates Priority 1 Electrical LLC, a general electrical contracting company. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a goal-oriented, fact-finding approach with discretionary and non-discretionary portfolio management that includes the use of third-party sub-managers and model portfolios.

Phillip Burruel is an advisor at Daviman Financial, LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Daviman Financial in 2026, he was involved with Retire SMART, LLC and SMART Wealth, LLC. He has also been affiliated with Central Church since 2012. Daviman Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm manages approximately $234 million for about 190 clients, offering both discretionary and non-discretionary portfolio services with a client-focused process that includes written financial plans and ongoing reviews.

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.

Derek Sanders is a CFP® and Series 65-registered advisor at Forum Private Client Group with three years of industry experience. Prior to joining Forum in 2023, he worked for Extend Healthcare from 2016 to 2023. Outside of his advisory role, he is involved in managing rental properties. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with portfolio construction across various investment vehicles, employing quantitative and technical analysis while regularly reviewing fund and sub-adviser performance.

John Coffin is a Series 65-licensed advisor with Financial Enhancement Group, where he has worked for three years. His prior experience includes roles at Alter Domus and Arbon Equipment, as well as five years at Purdue University. 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 models, and tactical overlays, along with specialized strategies and AI tools to enhance portfolio management and client service.

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.

Jordan Zody is a financial advisor with Financial Enhancement Group and holds a Series 65 designation. He has one year of industry experience and previously worked in educational roles at Grace College and Shenandoah schools. Financial Enhancement Group provides discretionary asset management and financial planning to a broad client base including individuals, families, retirement plans, and charitable organizations. The firm employs a combination of fundamental and technical analysis, proprietary research, tactical overlays, and AI tools to manage portfolios and offers specialized strategies such as personalized indexing and option collars.

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.

Tammy Marrs is a Series 65 licensed advisor with 13 years of industry experience, currently with Forum Private Client Group since 2012. She holds a life and accident health insurance license and serves as President of the Board of Directors for Emergency Family Homeless Shelter. Forum Private Client Group offers wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts, utilizing customized planning combined with quantitative and technical analysis across various investment vehicles.

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.

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.

Andrew Snow is a financial advisor at Forum Private Client Group with one year of industry experience. He holds a Series 65 designation and previously worked at FORUM Solutions Group, LLC, dba SafisLife Advisors, and Forum Credit Union. Prior to his financial career, he held positions at Hawthorns Country Club and Indianapolis Motor Speedway. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm offers customized planning integrated with portfolio construction utilizing mutual funds, ETFs, individual securities, and third-party sub-advisers, employing quantitative and technical analysis to manage client assets.

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.

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.

Benjamen Banks is a CFP® professional with 18 years of industry experience, currently serving at Forum Private Client Group since 2007. He also has a longstanding affiliation with Forum Credit Union. Banks is a board member of the Financial Planning Association of Greater Indiana, a nonprofit organization for financial advisors. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with portfolio construction using mutual funds, ETFs, individual securities, and third-party sub-advisers.

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.

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.

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.