Marcus Miller is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Deerfield Financial Advisors since 2012 and previously spent a year at Edward Jones. Marcus is based in Indianapolis, IN, and is part of a seven-advisor team at Deerfield. Deerfield Financial Advisors provides wealth management, discretionary investment management, financial planning, and retirement plan consulting services to individuals, trusts, estates, business entities, and retirement plan sponsors. The firm uses a model-based, modified passive investment approach focused on diversification, low-cost funds, and tax efficiency, primarily implementing client accounts through Schwab Advisor Services.

Nathan Melchi is a financial advisor with Deerfield in Indianapolis, holding a Series 66 designation and three years of industry experience. He has worked at several firms including LPL Enterprise and The Prudential Insurance Company of America before joining Deerfield in 2025. Deerfield Financial Advisors serves individuals, retirement plan sponsors, trusts, estates, and business entities with wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm employs model-based strategies managed by an internal CIO cabinet, focusing on diversification, low-cost funds, and tax efficiency primarily through the Schwab Advisor Services platform.

Aidan Finet is a CFP® with five years of industry experience, currently serving at Deerfield Financial Advisors since 2018. Prior to this, he worked at Kilroy's on Kirkwood and Galecki Financial Management, Inc., and has experience from his time at Indiana University. Deerfield Financial Advisors provides wealth management, discretionary investment management, financial planning, and retirement plan consulting to individuals, retirement plan sponsors, trusts, estates, and business entities. The firm employs model-based strategies with a modified passive approach focused on diversification, low-cost funds, and tax efficiency, primarily utilizing Schwab Advisor Services platforms.

Bradley Cougill is a CFP® with 27 years of industry experience, currently serving at Deerfield Financial Advisors, Inc. since 2009 and previously at Deerfield from 1999 to 2003. He is based in Indianapolis, IN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages a family farming business separate from his financial work. Deerfield Financial Advisors serves individuals, retirement plan sponsors, trusts, estates, and business entities with wealth management, investment management, financial planning, and retirement plan consulting. The firm employs model-based strategies with a modified passive, asset-class approach emphasizing diversification, low-cost funds, and limited trading for tax efficiency.

Kent Delph is a CFP® professional with eight years of industry experience. He currently serves as an advisor at Deerfield in Indianapolis, where he has worked since 2026. His prior experience includes roles at Facet Wealth, Evans May Wealth, Integrated Planning and Wealth Management, and Charles Schwab. Deerfield Financial Advisors provides wealth management, investment management, financial planning, and retirement plan consulting services to individuals, trusts, estates, business entities, and retirement plan sponsors. The firm uses a model-based, modified passive investment approach focused on diversification, low-cost funds, and tax-efficient trading, primarily implementing client accounts through Schwab platforms.

Susan Steel is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with Deerfield Financial Advisors, Inc. in Indianapolis, IN since 1991. Deerfield Financial Advisors serves individuals, retirement plan sponsors, trusts, estates, and business entities with wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes model-based strategies overseen by an internal CIO cabinet and a modified passive, asset-class approach focusing on diversification, low-cost funds, and limited trading for tax efficiency.

Matthew Roop is a CFP® with 14 years of experience in financial advising. He has worked at Deerfield Financial Advisors, Inc. since 2015 and previously held positions at Catalyst Financial Consulting, LLC, Bedel Financial Consulting Inc, and Charles Schwab. He is based in Indianapolis, IN. Deerfield Financial Advisors serves individuals, retirement plan sponsors, trusts, estates, and business entities, providing wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm uses model-based investment strategies focused on diversification, low-cost funds, and tax efficiency, primarily implementing client accounts through the Schwab Advisor Services platform.