Jason Ryan Gregory

Philip Puetz is the sole advisor at Lifelong Investments with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lifelong Investments since 2003, including prior roles at Wrp Investments, Inc. and FFP Advisory Services Inc. He is also licensed as an insurance agent and has experience in banking. Lifelong Investments provides financial planning and investment advice to individuals, families, and trusts, beginning relationships with a free initial consultation. The firm primarily recommends independent third-party money managers and offers hourly and flat-fee planning using Money Guide Pro software without directly managing client assets.

Michael Reffeitt is the sole advisor at Integrated Capital Management Company, Inc. in Lafayette, Indiana, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been affiliated with Integrated Capital Management since 1996 and has served as a lecturer at Purdue University since 2002, teaching finance, economics, and accounting. Integrated Capital Management provides discretionary investment supervisory services to a small client base of individuals, trusts, and corporations, focusing on asset allocation, portfolio monitoring, and financial analysis. The firm emphasizes a personalized approach based on detailed fact-finding and risk tolerance, maintaining long-term investment strategies supplemented by technical analysis and regular account reviews.

Mark Lorenz is the sole advisor at Lorenz Financial in West Lafayette, Indiana. He holds a Series 65 designation and has 10 years of industry experience, including his current role at Lorenz Financial Services since 2016. Lorenz Financial serves individual clients and couples, primarily those in or nearing retirement and working individuals seeking management or rollover of employer retirement plans. The firm offers investment coaching for employer-sponsored plans and discretionary portfolio management through a single wrap fee program, using a long-term, low-cost, tax-efficient investment approach focused on index funds, sector ETFs, and selected managed mutual funds.

Daniel Phelps is a financial advisor at Oxford Capital with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Foster Phelps Asset Management PLLC, FIFTH THIRD SECURITIES, Chase Investment Services Corp., and Merrill. Oxford Capital Management LLC serves individual and high-net-worth clients by providing investment coaching for employer-sponsored retirement plans alongside comprehensive financial planning services. The firm manages portfolios through a single wrap-fee program with assets custodied at Charles Schwab, employing asset-allocation strategies based on Modern Portfolio Theory that combine passive and active investment vehicles.

I’m Cody Lachner, a financial planner and outdoor enthusiast who loves helping individuals live more intentional lives. Not everyone strives for the traditional retirement where you work a 9-5 until 65, but, much of the financial services industry is built around this old goal. There’s been a lack of advice & guidance for folks who want to do things their own way. Maybe you aim to take a mid-career sabbatical, or live in an RV travelling 6+ months per year, or retire early to spend more time outdoors, or simply reduce the amount of time you spend worrying about money… Whatever your goal, I’m here to serve as your financial guide to help you prepare and navigate your way to & through your goals. As your financial guide, I also help reduce your time spent on financial decisions so you have more time to devote towards the things you love. I use technology to work with individuals virtually, throughout the country. As long as you have internet, we can work together to plan for your dream life! Personally: My wife and I love the outdoors! We spend our time hiking, camping/backpacking, mountain biking, packrafting, and literally anything else outdoors. Our favorite place in the world is Alaska. We find ourselves going back again and again. My favorite trip was hiking the Stampede Trail in 2021 (this trail was made famous by the book & movie – Into the Wild).

Khalil Williams is a financial advisor at Omni Wealth Planning, LLC in West Lafayette, IN, with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates and Northwestern Mutual in various capacities. Outside of his advisory role, Williams serves on the board and finance committee of the Lafayette Transitional Housing Center and owns Omni Growth Systems, where he develops and delivers workshops on personal development. Omni Wealth Planning LLC is a fee-only, state-registered advisory firm serving individuals, high-net-worth clients, business owners, and corporations. The firm offers comprehensive financial planning, educational seminars, and project-based engagements, focusing on fundamental and modern portfolio theory without charging asset-based fees or managing client assets directly.