Aaron Rheaume is a financial advisor with Financial Enhancement Group, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Financial Enhancement Group since 2015 and previously at World Equity Group. In addition to his advisory role, he spends a limited amount of time as an insurance agent. Financial Enhancement Group serves a diverse client base including individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary asset management and financial planning. The firm utilizes both fundamental and technical analysis combined with proprietary research and tactical overlays, and incorporates AI tools and specialized sub-advisors to support its investment strategies.

Charles Grigsby is a CFP® with five years of industry experience, currently serving at Forum Private Client Group since 2020. Prior to that, he worked for seven years at Forum Credit Union and is a member of its 401(k) Investment Committee. He holds life and health insurance licenses in Indiana. 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 and portfolio construction using mutual funds, ETFs, individual securities, and third-party sub-advisers, regularly reviewing performance to support client investment decisions.

Richard Moss is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at LPL Financial since 2011 and joined National Wealth Management Group in 2020. Outside of his advisory role, Moss is involved in supervising home visitations and reunification plans for at-risk youth through Damar Services Inc. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a range of services from portfolio management to retirement plan consulting, supported by a network of advisers and multiple program platforms.

Raquel Schiavon is a financial advisor at Proxy Wealth Advisors LLC with a Series 65 designation and one year of industry experience. She previously worked as a self-employed professional and currently manages an English teaching program for non-English speakers at Internexus Indiana. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy and serves a diverse client base, including foreign individuals with specialized immigration-related financial planning.

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.

Shaun Irwin is a CFP® professional with 20 years of experience in the financial industry. He has worked at Forum Private Client Group since 2018 and previously was with JP Morgan Private Bank for three years. He serves as Secretary and Finance Committee member for the Fishers Youth Initiative and is Secretary on the Board of the Financial Planning Association of Greater Indiana. Forum Private Client Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts, combining customized financial planning with portfolio construction across a range of investment vehicles and third-party managers.

Richard Thomas is a financial advisor with Signature Financial Services, Ltd in Noblesville, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Signature Financial Services since 1999 and concurrently at First Heartland Capital, Inc. and Ag Resource Management. Outside of advising, he operates a tax preparation business. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven, using model portfolios and institutional strategists, with a focus on mutual funds, ETFs, and other asset classes, while offering both discretionary and non-discretionary portfolio management.

Kyle Kent is a financial advisor at Financial Enhancement Group with Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., J.D. Gould Co., Inc., and a community church. Outside of financial services, he also works as a part-time food delivery driver. 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, proprietary research models, tactical overlays, and AI tools to tailor investment strategies, and offers a range of services including portfolio management, retirement plan consulting, and trustee services.

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.

Jonathan Wendall is a financial advisor with FORUM Private Client Group holding a Series 65 designation and one year of industry experience. His prior work includes roles at FORUM Solutions Group, Forum Credit Union, Walgreens, Indiana Mentor, Lafayette Family YMCA, and Tippecanoe School Corporation. FORUM Private Client Group offers wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, and trusts. The firm combines customized financial planning with diverse portfolio construction strategies, employing mutual funds, ETFs, individual securities, and third-party sub-advisers.

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 at IPI Wealth Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IPI Wealth Management since 2021. Prior to that, he was employed at Blackbaud, Inc. and Blackbaud Europe from 2016 to 2021. Outside of his advisory role, 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 offers a variety of proprietary risk-based portfolios alongside active manager oversight and tax-aware strategies.

Mark Miracle is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including long-term roles at LaSalle St. Investment Advisors since 2015 and LaSalle St. Securities since 2002. Outside of advisory work, he is involved in insurance sales through Miracle Insurance Source Inc. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and utilizes a broad asset mix that emphasizes non-discretionary management, serving a diverse client base with tailored investment solutions.