Michael Lynn Meador

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.

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.

Frank Turpin is the sole advisor at Turpin & Associates Inc in Lafayette, IN, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has been associated with Turpin & Associates Inc. since 1978 and has concurrent roles at Eneric Financial Services and F&J, INS. INC. since the late 1970s and 1980s. Turpin & Associates Inc. provides discretionary investment management and specialized financial advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and pension plans. The firm employs a research-driven investment approach that integrates technical and fundamental analysis, offering a range of services from portfolio management to retirement and employee benefits planning, with a distinctive focus on charitable organizations and pension plans.

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.

Jared Wickes is a financial advisor with Capital Advisor Network in Lafayette, IN, holding a Series 65 registration and bringing 11 years of industry experience. His work history includes roles at CAN Wealth Management, Kennedy Wealth Group, Center Street Advisors, Inc., and Brookstone Capital Management. Outside of his advisory work, Mr. Wickes is involved with Appalachian Strategy Group, LLC, a consulting firm specializing in AI technologies and project management, through which he may assist in tax equity and planning services and refer clients to a law firm. Capital Advisor Network serves a diverse client base that includes individuals, high-net-worth investors, institutions, charitable organizations, trusts, and retirement plans. The firm employs a tactical investment approach that integrates data analytics and algorithmic signals across various asset classes, offering both discretionary and non-discretionary wealth management and financial planning services.

Fred Brockman is a financial advisor at Capital Advisor Network with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Advisor Network since 2020. In addition to his advisory role, he operates Brockman Realty/Auction, a real estate sales and auction business he has owned since 1990. Capital Advisor Network serves a diverse client base including individuals, institutions, trusts, and retirement plans, offering investment and wealth management along with financial planning and consulting. The firm uses a data-driven, tactical investment approach and supports a multi-office team managing approximately $124 million in assets.