Financial Enhancement Group

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.

Richard Middleton is a financial advisor with Financial Enhancement Group, holding a Series 65 designation and 10 years of industry experience. He has been involved with National Brokers Alliance since 1998, where he recruits agents and manages insurance product sales. Financial Enhancement Group offers discretionary asset management and financial planning to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm utilizes a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, and employs specialized sub-advisors and AI tools to support its investment strategies.

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.

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.

Michele Grant is a CFP® professional with 25 years of industry experience, currently serving at Financial Enhancement Group. Her prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. Outside of her advisory work, she is a distributor for Water4Wellness, providing water filtration and hydration systems to her community. 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 employs a blend of fundamental and technical analysis, proprietary research models, and tactical overlays, and integrates AI tools to support its multi-advisor platform.

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.

Aaron Rheaume is a financial advisor at Financial Enhancement Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Enhancement Group since 2015. Outside of his advisory role, he is also involved in insurance sales, primarily life, variable life and annuities, and accident and health products. 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, and uses specialized sub-advisors and AI tools in its investment approach.

Paul Karshner is a financial advisor with Financial Enhancement Group, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been self-employed since 2016 and is involved with ULTRA Estate Planning, where he assists Southern California clients with the signing of estate documents. In addition to his advisory role, he works as an insurance agent providing term life, universal life, and fixed annuity products. 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 employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays to manage asset allocations, and incorporates AI tools and specialized sub-advisors to support its investment strategies.