Brian Neal is a financial advisor with CX Institutional, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Personal Wealth Partners, LLC, LPL Financial, Hefty Wealth Partners, Inc., and Edward Jones. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis, supplemented by third-party technology platforms for consolidated reporting and tax-efficient asset management.

William Ternet is a financial advisor at CX Institutional, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining CX Institutional, he served in roles with the City of Auburn and the County of DeKalb. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across various asset classes and offers specialized thematic strategies including artificial intelligence, blockchain, and electric vehicle portfolios.

Elizabeth Tulloch is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. Her prior experience includes roles at Galecki Financial Management and Lincoln Financial Group, among others. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and utilizes both model portfolios and custom strategies.

Scott Mc Candless is a CFP®, CFA®, and holds Series 66 licenses with 14 years of industry experience. He is currently with CX Institutional, LLC and previously worked at Mariner Wealth Advisors, Personal Capital Advisors Corporation, Edward Jones, TD Ameritrade, and Merrill. CX Institutional serves high-net-worth individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis across various asset classes and supplements investment management with third-party technology for consolidated reporting and tax-efficient asset location.

Dustin Tirpak is a financial advisor at CX Institutional, LLC with a Series 65 designation and over a decade of industry experience. His prior roles include positions at Rothberg Logan Warsco, LLP and Lincoln Financial Group. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that includes both wrap and non-wrap program structures. The firm employs a combination of fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and integrates financial planning with technology tools to support client portfolios.

Diedre Matheny is a financial advisor at CX Institutional, LLC with five years of industry experience. She holds the Series 65 designation and has worked at Credent Wealth Management since 2020. Outside of her advisory role, she is involved with Bryler Lane Winery as a shift manager and server. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach utilizing fundamental, quantitative, and technical analysis, and offers specialized investment strategies alongside technology-enabled reporting and account management.

Timothy Atkinson is a financial advisor at CX Institutional, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tfg Advisers LLC and Tfg Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside custom solutions.

David Wellsand is a financial advisor at CX Institutional, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Lake City Bank and SAC Finance. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across various asset classes, supported by third-party technology and a range of specialized strategy portfolios.

Lucille Satterwhite is a CFP® with seven years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. She has previously worked at CD Wealth Management, Morgan Stanley, and Fidelity Brokerage Services. Before her finance career, she was employed by Baptist Church Loan Corporation and Baylor University. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across various asset classes and offers specialized thematic investment strategies including artificial intelligence and blockchain portfolios.

James Priebe is a financial advisor at CX Institutional, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach incorporating fundamental, quantitative, and technical analysis across various asset classes and offers specialized strategies including artificial intelligence, blockchain, and electric vehicle portfolios.

Austin Houle is a financial advisor with CX Institutional, LLC in Tulsa, OK, holding a Series 65 credential. He has been with CX Institutional since 2026 and previously worked at Bank of America and several other firms in various roles. His diverse background includes experience in financial wellness and lending, as well as some entrepreneurial ventures. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across a range of investment types, supplemented by third-party technology for consolidated reporting and tax-efficient asset management.

Brian Remson is a CFP® professional with 13 years of experience in the financial services industry. He is currently with CX Institutional, LLC, where he has worked since 2019. His prior experience includes roles at LPL Financial, Raymond James Financial Services, and Ferguson-Davis Wealth Management Group. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that integrates fundamental, quantitative, and technical analysis across various asset classes.

Douglas Lockwood is a CFP® professional with 26 years of industry experience, currently serving at CX Institutional, LLC since 2018. He previously worked at Hefty Wealth Partners, Inc. and LPL Financial, accumulating extensive experience across these firms. Lockwood is also involved with Vespro, a business entity related to CX Institutional for tax and legal purposes. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across a diverse set of asset classes and strategy portfolios.

Owen Crabtree is a financial advisor at CX Institutional, LLC with one year of industry experience. He holds a Series 65 designation. His prior roles include positions at TFG Advisers and The Heathers Club of Bloomfield Hills, as well as experience in various other industries. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized strategy portfolios including ESG and blockchain-focused options.

Wade Miller is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. Prior to joining CX Institutional, he spent three years at Trine University and held roles at Glen Darin and Messenger LLC. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized portfolios alongside traditional models.

Edison Byzyka is a CFA® charterholder with 13 years of experience in the financial services industry. He is currently with CX Institutional, LLC, where he has worked since 2018, and previously held roles at CXI Advisors, LPL Financial, and Hefty Wealth Partners. CX Institutional serves high-net-worth individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach that combines fundamental, quantitative, and technical analysis across various asset classes and supplements investment management with third-party technology to enhance reporting and tax efficiency.

Sydney Kissel is a financial advisor at CX Institutional, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining CX Institutional, Kissel held roles at Hormel Foods, Caterpillar, and John Deere, and is also involved in education as a grader and teaching assistant for an agricultural law course at Purdue University. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy asset allocation approach that integrates fundamental, quantitative, and technical analysis across various asset classes.

Joshua Feld is a financial advisor with CX Institutional, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Western & Southern Life and internships during his time at the University of Cincinnati. Feld has managed a self-directed stock portfolio since 2020. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, supplemented by third-party technology platforms and specialized investment strategies including thematic portfolios and cryptocurrency exposure.

Layton Ginder is a CFP® professional with 10 years of industry experience currently with CX Institutional, LLC. He previously worked at LPL Financial and Raymond James Financial Services, among other firms. Outside of advising, he is a partner in a family farm operation. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy asset allocation approach across various asset classes and incorporates third-party technology to enhance reporting and tax efficiency.

Marques Glaze is a financial advisor at CX Institutional, LLC in Dallas, TX, holding a Series 65 license with seven years of industry experience. His career includes roles at Fisher Investments and PNC Capital Advisors LLC. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis, supplemented by third-party technology platforms to support reporting and tax-efficient asset management.