Capital Advisor Network

Marion Fleshman is a financial advisor at Capital Advisor Network with six years of industry experience. She holds the Series 65 designation and has worked at Capital Advisor Network since 2019. In addition to her advisory role, she serves as a bookkeeper for the Rye Valley Water Authority and is a 5% owner of Duchess Dairy Products. Capital Advisor Network is a six-advisor team providing investment management, financial planning, and retirement plan advisory services to individuals, institutions, and other entities. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, utilizing a range of investment vehicles and technology tools to support portfolio monitoring and reporting.

William Evans is a financial advisor with Capital Advisor Network who holds Series 63, 65, and 66 licenses and has 15 years of industry experience. His prior work includes positions at Center Street Securities and Brookstone Capital Management, and he has operated Evans Financial since 2010. Outside of advising, he owns Granite 401k Advisors, providing administrative and consulting services for employer-sponsored retirement plans, and is involved with Appalachian Strategy Group, a consulting firm focused on AI-driven information management and tax equity planning. Capital Advisor Network is a six-advisor team offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, institutions, and other entities. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, integrating third-party money managers and technology tools to monitor and manage approximately $99.5 million in client assets.

James Moerdyk is a Series 65-credentialed advisor with 11 years of industry experience. He is currently with Capital Advisor Network, where he has worked since 2019, and previously worked at Brookstone Capital Management. Moerdyk is also the owner of Bills Sharpening, LLC, a blade sharpening service unrelated to investment advisory. Capital Advisor Network is a six-advisor team that manages approximately $99.5 million in client assets, serving individuals, institutions, charitable organizations, government entities, and trusts. The firm employs data-driven, algorithmic investment strategies with a focus on tactical asset allocation, utilizing a range of investment vehicles and technology tools to support portfolio management and consulting services.

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.

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.

William Johnson is a financial advisor at Capital Advisor Network with Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Shirleys Market for over two decades. Capital Advisor Network is a six-advisor team managing approximately $99.5 million in client assets, serving individuals, institutions, charitable organizations, government entities, and trusts. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, integrating third-party money managers and technology tools to support portfolio management and financial planning.