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.

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 credentials and has worked at Foster Phelps Asset Management PLLC since 2012. Oxford Capital Management LLC serves individual and high-net-worth clients, providing investment coaching for employer-sponsored retirement plans and comprehensive financial planning services. The firm manages portfolios through a Schwab-based wrap-fee program, combining passive and active investment strategies based on asset-allocation principles and fundamental analysis.

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.

Joshua Loggins is a financial advisor with Banker Investment Group in West Lafayette, IN, holding Series 63 and Series 65 designations and 18 years of industry experience. Prior to joining Banker Investment Group in 2016, he worked at The Prudential Insurance Company of America and Pruco Securities LLC from 2007 to 2016. Outside of his advisory role, he owns a baseball instruction business in Lafayette. Banker Investment Group provides investment supervisory services and portfolio management to individuals, charitable organizations, and small businesses, managing approximately $259.6 million in discretionary assets. The firm uses a combination of fundamental and technical analysis, employing long-term, short-term, and trading strategies tailored to client objectives, and incorporates borrowing, margin, short selling, and option writing in portfolio implementation when suitable.

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.

William Banker is a financial advisor at Banker Investment Group in West Lafayette, IN, with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Banker Investment Group since 1998. Banker Investment Group provides investment supervisory services and individual portfolio management to individuals, charitable organizations, and small businesses. The firm manages approximately $259.6 million in discretionary client assets and employs a combination of fundamental and technical methods, including options strategies, short sales, and margin transactions tailored to client objectives.

James Pechin is a CFP® with seven years of industry experience, currently serving at McLaughlin Asset Management, Inc. since 2026. His prior experience includes roles at Waverly Advisors, LLC and StrategIQ Financial Group, LLC, among others. Outside of advisory work, he manages J.T. Pechin Properties, LLC. McLaughlin Asset Management provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, corporate retirement plans, charitable institutions, foundations, endowments, and trust programs. The firm employs a combined top-down and bottom-up investment process incorporating thematic, fundamental, quantitative, and qualitative analysis, and is notable for accepting other investment-adviser clients and offering a distinctive option-writing strategy within its portfolio management.

James Keene is a financial advisor at McLaughlin Asset Management, Inc. with a Series 65 credential and one year of industry experience. Prior to joining McLaughlin Asset Management, he worked for over two decades at First Merchants Bank and also held a role as a self-employed contractor. McLaughlin Asset Management serves individuals, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, utilizing a blend of top-down and bottom-up analysis with a combination of active, passive, and options strategies tailored to client risk tolerance and long-term goals.

Seth Parker is a financial advisor at Banker Investment Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he assists family and friends with health insurance as an insurance agent. Banker Investment Group provides investment supervisory services and portfolio management to individuals, charitable organizations, and small businesses, managing approximately $259.6 million in discretionary assets. The firm employs a combination of fundamental and technical analysis, utilizing strategies such as options, short sales, and margin transactions tailored to client objectives.

William Gettings is a CFP® and ChFC® with 43 years of experience in financial advising. He is currently with Gettings Busch Wealth Management, a team of seven advisors based in Lafayette, IN. His prior experience includes roles at BCGM Wealth Management Group, Creative Financial Designs, and Gettings Reed Financial Services. He also serves as an adjunct professor at Purdue University. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans. The firm employs a research-driven investment approach combining active portfolio management with diversified holdings, and offers both discretionary and non-discretionary services including ERISA plan management and institutional consulting.

Reed Hubbert is a financial advisor at Gettings Busch Wealth Management with a ChFC® designation and two years of industry experience. He previously worked at BCGM Wealth Management LLC and has experience with Valparaiso University and the Kokomo Parks Department. Outside of his advisory role, he serves as a football coach at Western Middle School in Russiaville, IN. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans with a research-driven investment approach. The firm combines active portfolio management with diversification across mutual funds, ETFs, equities, and alternative investments, offering both discretionary and non-discretionary services.

William Cardwell is a CFP® with 17 years of industry experience, currently serving at Gettings Busch Wealth Management. His prior experience includes roles at Bcgm Wealth Management, LLC, CFD Investments, Inc., and Creative Financial Designs. Cardwell is also a licensed independent insurance agent offering life, health, and fixed annuities. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans, providing discretionary and non-discretionary investment management, financial planning, ERISA plan services, and institutional consulting. The firm employs a research-driven investment approach that combines active portfolio management with diversified assets, and it offers detailed performance reporting including firm-prepared and third-party reports.

Rishabh Goyal is an advisor at Gettings Busch Wealth Management with a Series 65 designation and one year of industry experience. His prior roles include positions at Strategic Wealth Group and Simple Mills. Gettings Busch Wealth Management provides investment advisory and wealth-planning services to individuals, foundations, retirement plans, trusts, and corporations. The firm employs an active, research-driven approach emphasizing asset allocation, diversification, and low-cost investment vehicles, supported by institutional research tools and technology platforms.

Scott Busch is a financial advisor at Gettings Busch Wealth Management with nine years of industry experience. He has worked at several firms including BCGM Wealth Management, CFD Investments, Creative Financial Designs, and Infosys Limited. Outside of advisory work, Busch volunteers on committees for local nonprofit organizations such as United Way of Greater Lafayette and the Tippecanoe Arts Federation. Gettings Busch Wealth Management provides investment advisory and wealth-planning services to individuals, foundations, retirement plans, trusts, and corporations. The firm employs an active, research-driven investment approach focused on asset allocation and diversification using low-cost ETFs, institutional mutual funds, and alternative investments.

Pierce Roe is a financial advisor with Gettings Busch Wealth Management holding a Series 66 designation and nine years of industry experience. Prior to joining Gettings Busch Wealth Management in 2026, he worked for Charles Schwab & Co., Inc. from 2017 to 2026 and has experience in education through Macbeth Education. Gettings Busch Wealth Management provides investment advisory and wealth-planning services to individuals, foundations, retirement plans, trusts, and corporations. The firm employs an active, research-driven investment approach emphasizing asset allocation, diversification, and the use of low-cost ETFs and institutional funds.