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 III is a financial advisor at Capital Advisor Network with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Center Street Securities and Brookstone Capital Management. Outside of his advisory role, Mr. Evans is involved in independent insurance sales, owns Granite 401k Advisors which provides administrative and consulting services for employer-sponsored retirement plans, and participates in consulting activities with Appalachian Strategy Group, LLC, where he assists with tax equity and planning services and makes client referrals to a law firm. Capital Advisor Network serves a diverse client base including individual and high-net-worth investors, institutions, charitable organizations, trusts, and retirement plans. The firm employs a data-driven, tactical approach to asset allocation and offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to private investment opportunities.

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 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.

Michael Niemczyk is a financial advisor with Capital Advisor Network, holding Series 63 and Series 66 designations and 26 years of industry experience. He has operated Michael Niemczyk Associates, Inc. since 2001 and is also involved with MLN Retirement Planning & Tax Planning, Inc. In addition to his advisory roles, Niemczyk participates as a member and educator with the nonprofit Society of Financial Awareness, providing financial education through community classes and workshops. Capital Advisor Network serves individual and high-net-worth investors, institutions, charitable organizations, trusts, and employer-sponsored retirement plans. The firm applies a tactical investment approach utilizing data analytics and algorithmic signals, offering both discretionary and non-discretionary management across various asset classes while accommodating client-specific restrictions.

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.