Grant Evans is a financial advisor at True North Wealth with eight years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Edward Jones, Charles Schwab, and ALPS Company. Outside of finance, he owns Evans Basketball Academy, providing basketball lessons and fitness coaching. True North Wealth serves individual clients and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting as a 3(21) fiduciary, and educational seminars. The firm employs an investment approach based on asset allocation and modern portfolio theory, utilizing both passive and active vehicles, and is notable for providing pension consulting and educational services uncommon among similar independent advisors.

Treavor Dodsworth is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Sycomore Financial, an independent advisory firm based in Anderson, IN. In addition to his advisory work, he owns and operates Monthly Financial Coaching LLC, a financial coaching business. Prior to his current roles, he has worked at NorthWest Financial Services and held various positions including at Uber and Premier Accounting Services. Sycomore Financial provides investment advisory and financial planning services to individual clients, focusing on retirement planning, tax considerations, estate planning, and small-business planning. The firm emphasizes passive, diversified portfolios with factor tilts and manages accounts on a non-discretionary basis, offering clients ongoing comprehensive planning or project-based engagements.

John Grimaldi is the sole advisor at Grimaldi Investment Services, LLC in Yorktown, Indiana, with 34 years of industry experience. He holds a Series 63 designation and has worked at Sycamore Financial Group since 1989. Grimaldi Investment Services provides discretionary investment management to individual investors, trusts, estates, nonprofit corporations, and corporate accounts, as well as pension and profit-sharing plans. The firm uses an eclectic investment approach emphasizing value and contrarian styles, combining proprietary fundamental models and technical analysis to build individually managed portfolios.

Douglas Poling is the sole advisor at Poling Capital Management, LLC, an independent firm based in Yorktown, Indiana. He holds a Series 65 designation and has 24 years of industry experience, having led Poling Capital Management since its founding in 2001. Poling Capital Management provides fee-based portfolio and investment management services to individual and high net worth investors, retirement and charitable accounts, and trusts. The firm employs a long-term, risk-adjusted investment approach focused on traditional security analysis, minimizing turnover, and managing investments on a non-discretionary basis with client direction.

Charles Werckenthien is a ChFC® credentialed financial advisor with 35 years of industry experience. He is currently a principal at SecurEstate Financial Services Inc., where he has worked since 2020, following five years at Cambridge Investment Research. Werckenthien is also the owner and president of SecurEstate Financial Services, an RIA focused on investment advice, asset management, and financial planning. SecurEstate Financial Services provides advisory services to individual and high-net-worth clients, offering ongoing portfolio management, financial planning, and the selection of third-party advisers. The firm employs a long-term investment approach that integrates fundamental analysis, modern portfolio theory, and quantitative analysis across various asset classes.

David Gilliam is a financial advisor at David P. Gilliam & Associates, Inc. in Muncie, IN, with 39 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 1994 before founding his own firm in 2016. His outside activities include operating his advisory business as a hybrid RIA and offering financial plans on an hourly basis. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines custom discretionary strategies with third-party advisory programs through LPL Financial, employing technical analysis and allowing clients to impose written investment restrictions.

Samuel Campbell is a financial advisor at David P. Gilliam & Associates, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Thrivent Financial. Outside of his advisory role, he serves on the boards of the Martin Riverside Society and Sigma Phi Epsilon AVC in Muncie, Indiana. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines custom discretionary strategies with LPL-managed programs and employs technical analysis in security selection, offering both discretionary and non-discretionary portfolio management options.

Lauren Werckenthien is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She is currently with SecurEstate Financial Services, Inc., where she has worked since 2016, including roles at affiliated entities and prior positions at Cambridge Investment Research. She serves on the investment committee of the South Madison Community Foundation, a nonprofit community foundation in Madison County, Indiana. SecurEstate Financial Services provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and third-party adviser selection. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative analysis to guide its long-term investment approach.

Sarah Mccord is a financial advisor at Cardinal Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cardinal Capital Management since 2011. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm uses a combination of tactical asset allocation, fundamental and technical analysis, and may employ short-term trading and option strategies when appropriate.

Lee Snider is a financial advisor at Cardinal Capital Management, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Cardinal Capital since 2012. He also has a longstanding affiliation with Commonwealth Ins dating back to 1987. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, and other entities. The firm employs a mix of tactical asset allocation, fundamental and technical analysis, and may utilize short-term trading and option strategies.

Chad Gilliam is a financial advisor with David P. Gilliam & Associates, Inc. in Muncie, Indiana, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with David P. Gilliam & Associates since 2016 and also maintains an affiliation with LPL Financial dating back to 2010. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management services primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm employs a combination of custom discretionary strategies and LPL-managed programs, incorporating technical analysis and offering clients options for discretionary and non-discretionary portfolio management.

Grant Thompson is a CFP®-certified financial advisor with four years of industry experience, currently with Financial Enhancement Group. His prior roles include positions at Charles Schwab and Thrivent Investment Management. Financial Enhancement Group provides discretionary asset management and financial planning services to a diverse client base including individuals, families, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, supported by AI tools and sub-advisors for specialized strategies.

John Coffin is a financial advisor at Financial Enhancement Group with a Series 65 designation and two years of industry experience. His prior work includes roles at Alter Domus and Arbon Equipment, as well as five years at Purdue University. He has been affiliated with Fairfield Builders Supply Corp. since 2013. 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 with proprietary research models and tactical overlays, alongside the use of sub-advisors and AI tools, to offer a range of investment strategies and specialized services.

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 Series 65-licensed advisor with Financial Enhancement Group in Anderson, Indiana. He joined the firm in 2025 after working in education for seven years, including roles at Grace College and Shenandoah schools. 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 blend of fundamental and technical analysis with proprietary research and tactical overlays, along with AI tools and specialized sub-advisors, to manage portfolios across various asset classes.

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.

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.

Katrina Hoetmer is a financial advisor with Financial Enhancement Group holding a Series 65 designation and two years of industry experience. Her prior roles include positions at IUPUI, Ivy Tech, University of Evansville, and Options Charter School. 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 with proprietary research models and tactical overlays, alongside specialized strategies offered through sub-advisors and AI-supported research tools.

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.