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.

Peter Johnson is a financial advisor with Capital Advisor Network in Lafayette, IN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at CAN Wealth Management, Kennedy Wealth Group, Brookstone Capital Management, and Center Street Advisors. Outside of advisory services, he is involved with Appalachian Strategy Group, a consulting firm focused on AI-driven information and relationship management, and participates in tax equity and planning services with client referrals to a law firm. Capital Advisor Network is a six-advisor team managing approximately $99.5 million in assets across over 1,150 client relationships. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services, emphasizing data-driven, algorithmic investment strategies and tactical asset allocation.

James Schumaker is a financial advisor with Optivise Advisory Services LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Cambridge Investment Research and OneAmerica Securities, and also operates Schumaker Financial, LLC as an independent insurance agent. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios using various investment vehicles and is noted for its subscription-based co-advisory services and compliance consulting for other advisers.

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.

Ritchie Hoffman is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Lafayette, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Berthel Fisher since 2009 and also leads Hoffman Financial, providing financial planning and life and disability insurance services. Berthel Fisher & Company Financial Services offers investment advisory and financial planning primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of tailored investment management and consulting approaches.

Lori Calloway is a financial advisor at Principal Advised Services with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience at firms including Miller Howard Investments and Voya Investment Management. In addition to her advisory role, she serves as a Retirement Consultant providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services mainly to retirement plan participants and retail IRA clients, combining third-party and proprietary methodologies to deliver both non-discretionary recommendations and discretionary investment management programs. The firm operates as part of the Principal Financial Group family, providing integrated access to affiliated products and services.

Sheree Reeling is a financial advisor at The Fiduciary Alliance with Series 66 credentials and one year of industry experience. She previously worked at LPL Financial LLC and Washoe Wealth Advisors. Outside of finance, she has been involved with Mini Melody Makers for seven years and has experience with music-related community activities and education. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning. The firm employs a mix of fundamental, technical, cyclical, and charting analysis and offers discretionary portfolio management, estate and business planning, and risk management services.

Robert Caplinger Jr. is a financial advisor with Thurston Springer Advisors in Lafayette, IN, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Thurston Springer Miller Herd & Titak, Inc. since 2016, following prior roles at StoneX Advisors Inc., Wrp Investments, Inc., and FFP Advisory Services Inc. Caplinger also owns Landmark Financial Services, LLC, which focuses on insurance and Medicare supplements. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs both fundamental and technical investment analysis methods and provides a range of management approaches tailored to client goals.

Richard Quirk is a financial advisor at StoneX Advisors Inc. with 47 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2015, with prior roles at StoneX Securities Inc., Wrp Investments, Inc., and FFP Advisory Services Inc. Outside of his advisory work, he owns Quirk Investments, a business involved in the sale of investment and insurance products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple investment platforms and offers both proprietary and third-party model solutions.

David Sharp is a financial advisor at Calton & Associates, Inc. in Lafayette, IN, with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial before joining Calton & Associates in 2019. Outside of his advisory role, he is involved in sports management businesses, including ownership and financial management of local sports leagues and tournaments. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment programs and combines fee-based services with commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and broker-dealer.

Stephen Barrett is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2024. His prior experience includes roles at Sii Investments Inc for nine years and StrategIQ Financial Group, LLC for 17 years. He is also a member of IQ Companies, LLC, which owns StrategIQ Financial Group. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management and a range of financial planning, retirement consulting, and multi-family office services.

Brianna Madren is a CFP® with 10 years of industry experience currently with The Fiduciary Alliance. She previously worked at Invst, LLC and Edward Jones, and began her career at Faith Christian School. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers with investment management and comprehensive financial planning services. The firm combines fundamental, technical, cyclical, and charting analysis to build individualized investment policies and may use third-party managers as part of implementation.

Steven Loveless is a financial advisor with United Advisor Group based in Cincinnati, OH. He holds a Series 66 designation and has eight years of industry experience. Prior to joining United Advisor Group, he worked at Cambridge Investment Research and Protiviti. Loveless is also CEO and CIO of Ironside Strategies, an investment management firm focused on a team-based, long-term approach. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios and a combination of fundamental, technical, and asset allocation strategies.

Jeremy Stackhouse is a ChFC® credentialed financial advisor with 14 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His career includes roles at Prosperity Financial Group LLC and Wabash City Schools. He serves as a board member for the Indiana chapter of NAIFA and Junior Achievement Greater Wabash, organizations focused on professional development and financial literacy. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm emphasizes tailored solutions and offers a range of programs delivered primarily on a non-discretionary basis through its integrated New York Life affiliate structure.

Douglas Holder is a CERTIFIED FINANCIAL PLANNER™ with 27 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Advantage Investment Management LLC, National Planning Corporation, and Walnut Street Advisers Inc. His business activities have included managing certain insurance products and operating a business entity for tax purposes related to his LPL work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm follows a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while collaborating with third-party managers and strategists.