Erin Palmer is a financial advisor at CX Institutional, LLC with four years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Edward Jones, FirstBank Southwest, and operated BE Chic, LLC DBA Real Deals. 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, supported by third-party technology for reporting and tax-efficient asset management.

Nelson Arrington III is a CFA® charterholder with 32 years of industry experience. He is currently with CX Institutional, LLC and was previously at V. M. Manning & Co., Inc. for 30 years. 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 supplements its services with third-party technology for reporting and tax-efficient asset management.

Thomas Knippa is a CFP® with 27 years of industry experience, currently serving as an advisor at CX Institutional, LLC. His prior roles include positions at Personal Wealth Partners, LLC, CXI Advisors, LLC, Vestpro Financial Partners, Inc., LPL Financial, LLC, and CPF Texas. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment process combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, offering both model portfolios and custom strategies.

Bo Potter is a financial advisor with CX Institutional, LLC, holding a Series 65 license and beginning his industry experience in 2026. His prior work includes roles in packaging, education, and golf club operations. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach that integrates fundamental, quantitative, and technical analysis across various asset classes, supported by third-party technology for reporting and tax-efficient asset management.

Ross Hutton is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Ball State University and Lake City Bank, as well as experience in education and the restaurant industry. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis. The firm offers specialized strategy portfolios and integrates third-party technology while managing a diverse range of asset classes.

Eli Smith is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Vestil Manufacturing, Messenger LLC, and Four Seasons Landscaping Inc. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by offering discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, quantitative, technical, and cyclical analysis across various asset classes and integrates financial planning into select client offerings.

Erik Herstad is a financial advisor with CX Institutional, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at CXI Advisors, LPL Financial, Hefty Wealth Partners, and Everence Trust Company. Outside of his advisory work, he is a commissioned notary. 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 incorporating fundamental, quantitative, and technical analysis across various asset classes and offers specialized strategies including artificial intelligence, blockchain, and electric vehicle portfolios.

Kentrina Mapes is a financial advisor at CX Institutional, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and Hefty Wealth Partners. Outside of her advisory role, she serves as a notary and client service manager. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by offering 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 integrates financial planning into select client offerings.

Sarah Southworth is a financial advisor with CX Institutional, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining CX Institutional, she worked at Cambridge Investment Research and Prospera Financial Services. Outside of advising, she is a sales associate at Under Armour and serves as a notary in Fort Wayne, Indiana. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, offering 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 analyses across a range of asset classes and specialized portfolios.

David Scott is a Series 65-licensed financial advisor with CX Institutional, LLC, based in Auburn, Indiana. He has four years of industry experience, including prior roles at Miller Private Wealth, Old National Bank, and American Equipment Group. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with 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 various asset classes and includes specialized strategy portfolios alongside traditional models.

Laura Chinander is a CFP® professional at CX Institutional, LLC in Bloomington, MN, with three years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2022 to 2024. 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 combining fundamental, quantitative, and technical analysis, and offers thematic and specialized investment strategies including artificial intelligence and blockchain portfolios.

Chad Baxter is a CFP® and ChFC® with nine years of industry experience. He is currently with CX Institutional, LLC and previously worked at Clarify Wealth Management, Inc., LPL Financial, LLC, and The Ayco Company, L.P./Mercer Allied. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes.

Travis Glassley is a Series 65-licensed financial advisor at CX Institutional, LLC with one year of industry experience. Prior to joining CX Institutional, he worked at Parkview Health for three years and held legal positions at Barnes & Thornburg, LLP and Beers Mallers, LLP. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy asset allocation approach incorporating fundamental, quantitative, and technical analysis across various asset classes, supported by third-party technology for reporting and tax-efficient asset management.

Brian Davis is a CFP® certified financial advisor with 27 years of industry experience. He has been with CX Institutional, LLC since 2019 and previously worked at LPL Financial, 9012 Perspective Financial Group, and Raymond James Financial Services. 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 includes wrap and non-wrap program structures and sub-advisory arrangements. The firm’s investment process integrates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and employs specialized strategy portfolios alongside custom mixes.

Gabriel Wyatt is a financial advisor at CX Institutional, LLC with four years of industry experience. He holds a Series 65 credential and previously worked at Miller Private Wealth and spent time at Ball State University and Richmond High School. 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 types and integrates financial planning with technology-driven account management tools.

Nicholas D'andrea is a CFP® with 10 years of industry experience. He currently works at CX Institutional, LLC and has prior experience at Bartlett Wealth Management and Fidelity Investments. CX Institutional serves individuals—including high-net-worth clients—charitable organizations, business entities, and retirement plan sponsors, providing portfolio management, financial planning, and retirement plan consulting through its multi-strategy platform. The firm combines fundamental, quantitative, and technical analysis across various asset classes and offers specialized thematic strategies alongside technology-enabled reporting and tax-efficient asset location.

Brad Michels is a CFP® with 21 years of industry experience, currently serving at CX Institutional, LLC since 2022. His prior experience includes roles at Financial Architects Inc and Wealthcare Capital Management Inc. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with 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 range of asset classes and utilizes both model portfolios and custom strategies.

William Mitchell III is a financial advisor with CX Institutional, LLC in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked for V.M. Manning for 10 years before joining CX Institutional in 2026. CX Institutional provides portfolio management, financial planning, and retirement plan consulting services to individuals, charitable organizations, business entities, and retirement plan sponsors. The firm uses a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, supplemented by third-party technology for consolidated reporting and tax-efficient asset location.

Albert Kaufman is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with CX Institutional, LLC and has previously worked at ADK Wealthcare LLC, Wealthcare Advisory Partners LLC, and LPL Financial. Outside of his advisory work, Kaufman operates a small hobby farm that includes livestock projects and a garden. 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 that integrates fundamental, quantitative, and technical analysis across a variety of asset classes and utilizes third-party technology for consolidated reporting and tax-efficient asset management.