Michael Meador

Philip Puetz is the sole advisor at Lifelong Investments in Lafayette, IN, with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lifelong Investments since 2003. Outside of advisory services, he is also licensed as an insurance agent and has experience as a bank employee. Lifelong Investments provides general financial planning and investment advice primarily to individuals, families, and trusts. The firm offers hourly and flat-fee consulting and recommends independent third-party money managers rather than managing client assets directly.

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 at Capital Advisor Network with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Kennedy Wealth Group and Center Street Advisors. Outside of his advisory role, he is involved with Appalachian Strategy Group, a consulting firm that uses AI technologies for information and workflow management, where he also assists with tax equity and planning services. Capital Advisor Network is a six-advisor team providing discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, institutions, and charitable organizations. The firm uses data-driven, algorithmic investment strategies combined with tactical asset allocation and integrates technology platforms for portfolio monitoring and reporting.

Fred Brockman is a financial advisor with Capital Advisor Network in Jasper, IN, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked at Capital Advisor Network since 2020 and previously at Estate Wealth Advisors, LLC and Center Street Securities, Inc. Outside of his advisory role, Brockman has operated Brockman Realty/Auction since 1990, providing real estate sales, education, and auction services. Capital Advisor Network is a six-advisor team managing approximately $99.5 million in client assets, offering discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services to a diverse client base. The firm employs data-driven, algorithmic investment strategies and integrates technology and third-party managers in its portfolio management approach.