Susan Jones is a Series 65-registered advisor with Financial Enhancement Group in Anderson, IN, where she has worked since 2012. She has seven years of industry experience. Financial Enhancement Group provides discretionary asset management and financial planning to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities through its multi-advisor platform. The firm uses a combination of fundamental and technical analysis, proprietary research models, and tactical overlays to manage portfolios, and employs AI tools and specialized sub-advisors to support its investment strategies.

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 licenses and four years of industry experience. Before joining Financial Enhancement Group, he worked at Charles Schwab & Co., Inc. and has experience in other roles including time at J.D. Gould Co., Inc. Outside of his advisory duties, he also works as a food delivery driver on a part-time basis. 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 supported by proprietary research and tactical overlays, and it offers specialized strategies through sub-advisors as well as AI tools to enhance its advisory platform.

Adam Harter is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with Financial Enhancement Group since 2002 and previously worked at World Equity Group, Inc. for 21 years. Harter 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 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, proprietary research models, and tactical overlays, while incorporating AI tools and specialized sub-advisors to offer a broad range of investment strategies.

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 advisor at Financial Enhancement Group with one year of industry experience. Prior to joining Financial Enhancement Group, he worked at OneAmerica Financial and held roles at Indiana Wesleyan University and other firms. Financial Enhancement Group provides discretionary asset management and financial planning to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and technical analysis with proprietary research and tactical overlays, employing AI tools and 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.

Aaron Eberhart is a financial advisor with IPI Wealth Management, Inc. based in Fortville, IN. He holds Series 63 and Series 65 designations and has seven years of industry experience, including roles at Blackbaud, Inc. and Blackbaud Europe. Outside of advising, he serves as president of Root of Academy’s board and leads Eberhart Clan Farms, LLC. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets across 66 advisors and utilizes an open-architecture model with proprietary risk-based portfolios, combining strategic asset allocation with active manager oversight.

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 with ON Investment Management Company, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at Ohio National Financial Services, The O.N. Equity Sales Company, Lincoln Investment, and Capital Analysts, Incorporated. Outside of his advisory work, he serves as Treasurer for the United Methodist Mens Group and President of Main Street Pendleton, a local historic preservation organization. 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 provides comprehensive and modular financial plans and access to various third-party investment programs, operating under a dual-registration model with both discretionary and non-discretionary client accounts.

Andrew Blakley is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Horter Investment Management, LLC, and Citigroup Global Markets. Outside of advising, he owns four H&R Block offices and serves as president of a payroll and bookkeeping services company. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs tactical, strategic, and dynamic investment approaches, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services through a multi-team model.

Aaron Short is a financial advisor with Carson Wealth based in Fishers, IN, holding a Series 66 designation and having 10 years of industry experience. He previously worked at Edward Jones for six years and currently manages day-to-day operations at Geist Family Wealth, an S-Corp he owns. Additionally, he acts as an insurance agent selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach guided by an Investment Committee and offering tailored investment solutions.

Teresa Jackson is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at KeyBank and Key Investment Services since 2009. Outside of her advisory role, she owns a small business preparing and selling baked goods. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model and offers multiple wrap programs with custodial and trade execution services.

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.

Kevin Smith is a financial advisor with Fifth Third Securities, Inc. based in Fishers, Indiana. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including 19 years with Fifth Third Securities and Fifth Third Bank. Fifth Third Securities, Inc. serves a broad mix of individual, institutional, and business clients through investment advisory and brokerage channels. The firm offers multiple managed account programs and portfolio management options via its Passageway platform, supporting a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

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.