Caleb Jones

Elaine Schamber is a CFP®-certified financial advisor with 25 years of industry experience. She is the principal of The Schamber Group, Inc., where she has worked since 2013, following a 16-year tenure at Cambridge Investment Research. Outside of her advisory role, she serves as a board member of the YMCA Foundation of Greater Lafayette and is a notary public. The Schamber Group, Inc. provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, corporations, and pension or profit-sharing plans. The firm’s investment approach is tailored to client objectives and risk tolerance, employing techniques such as asset allocation and technical analysis, with a focus on non-discretionary account management.

Daniel Suiter is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The Schamber Group, Inc. in Lafayette, IN. He has worked at The Schamber Group since 2013 and previously held roles at Cambridge Investment Research Advisors, Inc. from 2009 to 2022. The Schamber Group, Inc. serves individuals, high-net-worth clients, corporations, and pension or profit-sharing plans, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored advice based on client objectives and risk tolerance, managing primarily non-discretionary accounts and utilizing techniques such as asset allocation and dollar-cost averaging.

Gayle Ross is a financial advisor at Fiat Wealth Management with three years of industry experience. She holds a Series 65 designation and has previously worked at Brookstone Wealth Advisors and Ross Financial Alliance. Outside of her advisory role, she is involved with LegalShield as a Sales and Business Solutions Specialist. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses by providing financial planning, discretionary portfolio management, and pension consulting. The firm manages approximately $370 million in client assets through a model-driven advisory program and emphasizes tax-aware planning and tailored investment strategies.

Jessica Bokhart is a CFP® professional with 11 years of industry experience, currently serving at Market Street Wealth Management Advisors, LLC since 2006. She holds several community roles, including Treasurer of the Montgomery County Carnegie Museum Board of Directors, Vice President of the Women's Legacy Fund at the Montgomery County Community Foundation, and a paid board member of Crawfordsville Electric Light & Power. She also serves on the Investment Committee for the Montgomery County Community Foundation. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, businesses, foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets across a nine-advisor team and emphasizes asset-allocation-driven portfolios using mutual funds and ETFs, ongoing monitoring, and a range of service options including wealth management and retirement planning.

Loyd Timmons is a financial advisor with Asset Management Strategies, Inc. in Frankfort, IN, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Edward Jones, LPL Financial, and the Center for Wealth Planning. He operates a sole proprietorship, Timmons Financial Services, which involves annuity and health insurance business. Asset Management Strategies, Inc. provides financial planning and investment management services to a diverse client base, including individuals, pension plans, trusts, and institutional clients. The firm’s investment approach focuses on asset allocation with a trend-following framework, primarily using passive index funds and ETFs.

Lori Calloway is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her prior roles include positions at Principal Life Insurance Company, Principal Securities Inc., Miller Howard Investments Inc., Foreside Fund Services, and Voya Investment Management. At Principal Advised Services, she provides one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is affiliated with Principal Financial Group, providing integrated access to affiliated products and services through a multi-team structure.