Michael Larson is a CFP® certified financial advisor with 17 years of industry experience, currently with Oxford Financial Group, LTD. He has worked at Oxford Financial Group in two separate periods totaling eight years and spent one year at Spectrum Wealth Management. Oxford Financial Group, LTD serves ultra high-net-worth individuals, families, institutional clients, and closely held business owners, offering family office and CIO services, comprehensive planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages client portfolios using both discretionary and non-discretionary arrangements.

Natalie Bennett is a financial advisor at Oxford Financial Group, LTD with 19 years of industry experience. She holds the Series 66 designation and previously worked at Robert W. Baird for 17 years before joining Oxford in 2022. Oxford Financial Group serves ultra-high-net-worth individuals and institutional clients, offering family office services, CIO-led portfolio construction, and access to private market and alternative investments. The firm emphasizes asset allocation, diversification, and written Investment Policy Statements, operating with a fee-only model and affiliated fiduciary and private-investment capabilities.

James Wright is a CFP® professional with 15 years of industry experience, currently serving at Oxford Financial Group, LTD since 2014. Based in Carmel, IN, he holds Series 63 and Series 66 licenses. Outside of advising, he is involved in operating several non-investment-related businesses, including real estate ventures and a retail shop. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management, with access to private market and alternative investments.

Zachary Littleton is a financial advisor at Oxford Financial Group, LTD with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management alongside in-house private investment platforms.

Austin Carey is a CFP® professional with six years of industry experience, currently serving at Oxford Financial Group, LTD. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., with additional experience at Fidelity Brokerage Services LLC and Cadence Bank. Carey holds Series 63 and Series 65 licenses. Oxford Financial Group, LTD serves ultra high-net-worth individuals, families, institutions, trusts, foundations, and closely held businesses. The firm offers comprehensive family office, investment management, and fiduciary trust services, emphasizing diversified asset allocation across public and alternative investments, including private equity and hedge funds.

Charles Carter is a CFP® professional with 10 years of industry experience, currently advising at Oxford Financial Group, LTD since 2018. He previously worked at Investacorp, Inc. and Highland Capital Brokerage. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led investment planning, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management alongside access to private market investments.

Henry Rosser is a CFP® professional with four years at Oxford Financial Group, Ltd. and two years of industry experience. His background includes roles at Scannell Properties, Ryan, Moore, Cook, Triplett & Albertson, LLP, and Dentons Bingham Greenebaum, as well as teaching at Indiana University Robert H. McKinney School of Law. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients by providing family office and CIO services, fiduciary trust administration, and access to private market investments. The firm’s investment approach features diversified asset allocation across public and alternative assets with dedicated teams sourcing and monitoring managers, managing approximately $23.3 billion in assets.

Julia Weaver is a Series 65 licensed advisor at Oxford Financial Group, LTD with six years of industry experience. She has worked at Oxford Financial Group since 2015, with a one-year tenure at Regions Private Wealth Management in between. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, chief investment officer functions, investment planning, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and uses written Investment Policy Statements supported by in-house manager research and monitoring.

Russell Delibero is a CFP® and ChFC® with 18 years of industry experience. He currently works at Oxford Financial Group, LTD and previously spent 11 years at Goldman Sachs Wealth Services/Mercer Allied. He also lectures in the graduate program at The American College of Financial Services. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients, providing comprehensive family office services, CIO-led portfolio construction, and access to private market and alternative investments. The firm emphasizes asset allocation, diversification, and written Investment Policy Statements, with a fee-only model and affiliated fiduciary and private-investment platforms.

Neal Davis is a CFP®, CFA®, and holds a Series 65 license with 12 years of industry experience. He is currently with Oxford Financial Group, LTD and previously worked at Fort Washington Investment Advisors, Inc. and Buckingham Capital Management, Inc. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, chief investment officer functions, investment planning, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management alongside private market investment opportunities.

Kevin Coquillette is a financial advisor with Oxford Financial Group, LTD, holding Series 65 and Series 63 designations and 11 years of industry experience. He previously worked at Goldman Sachs & Co. for eight years before joining Oxford Financial Group in 2023. Oxford Financial Group serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach that includes both discretionary and non-discretionary portfolio management.

Ashlee Walton is a CFP® professional at Oxford Financial Group, LTD with eight years of industry experience. Her prior roles include positions at Buckingham & Company and Goldstone Financial Group, LLC. She is also a licensed insurance agent offering life and fixed annuity sales. Oxford Financial Group, LTD serves ultra high-net-worth individuals, families, institutional clients, and closely held business owners with family office and CIO services, comprehensive planning, and access to private market investments. The firm emphasizes diversified asset allocation and operates dedicated investment teams to source and monitor managers.

Emily Pattee is a financial advisor at Oxford Financial Group, LTD with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Northwestern Mutual Investment Services LLC. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management, alongside in-house private-investment platforms and affiliated trust services.

Richard Hall is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Oxford Financial Group, LTD since 2014. He holds a Series 63 designation and is based in Carmel, Indiana. Oxford Financial Group, LTD serves ultra high‑net‑worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified investment approach that includes both discretionary and non-discretionary solutions.

Scott Ryan is a CFA® charterholder with Series 63 and Series 66 licenses and has 12 years of financial industry experience. He has worked at Oxford Financial Group, LTD since 2026 and previously spent 11 years with the Indiana University Foundation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, fiduciary trust administration, and access to private market investments, with an investment approach focused on diversified asset allocation across public and alternative asset classes.

Robert Twitchell is a CFA® charterholder with 21 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2009. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients, providing family office services, chief investment officer functions, investment planning, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary portfolio management, supported by in-house private investment platforms and affiliated fiduciary services.

Terilyn Schwartz is a CFP® and ChFC® with 12 years of industry experience, currently advising at Oxford Financial Group, LTD since 2022. Prior to joining Oxford, she worked for eight years with Northwestern Mutual Investment Management and related entities. Oxford Financial Group, LTD serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes with both discretionary and non-discretionary investment solutions.

Laura Clark is a CFA® charterholder with 14 years of industry experience. She has been with Oxford Financial Group, LTD since 2011. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio management, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management, along with access to private market and alternative investments.

Christopher Mc Graw is a financial advisor at Oxford Financial Group, LTD, holding Series 66 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Wells Fargo, Fifth Third Bank, Cambridge Investment Research, and Adaptation Financial Advisors. Oxford Financial Group serves ultra high-net-worth individuals, families, and institutional clients by providing family office, CIO services, comprehensive financial and estate planning, and fiduciary trust administration, along with access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and operates dedicated teams to source and monitor investment managers.

Jennifer Hammel is a Series 65-licensed financial advisor with Oxford Financial Group, LTD, based in Carmel, IN. She has three years of industry experience, including roles at Oxford Financial Group and nine years at Beacon Credit Union. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm’s investment approach emphasizes asset allocation, diversification, and written Investment Policy Statements, with a focus on both public and private markets.