Carl Jackson is a CFA® charterholder with five years of industry experience. He currently works at Oxford Financial Group, LTD and has previously held roles at Training the Street, the Indiana Public Retirement System, and Indiana University. Jackson serves on Limited Partner Advisory Committees for certain underlying investment funds affiliated with Oxford without receiving compensation. Oxford Financial Group, LTD serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm provides family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach and dedicated investment teams.

Jeffery Stroman is a financial advisor at Oxford Financial Group, LTD in Carmel, IN, holding a Series 63 designation with 27 years of industry experience. He has been with Oxford Financial Group since 1988. Oxford Financial Group serves ultra-high-net-worth individuals and institutional clients, providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management, along with access to private market and alternative investments.

Ryan Shidler is a CFA® charterholder with five years of experience at Oxford Financial Group, LTD, where he has worked continuously since 2015. He serves on Limited Partner Advisory Committees for certain investment funds affiliated with Oxford as part of his role as an Oxford Investment Fellow, without receiving compensation for this service. Oxford Financial Group, LTD provides family office and chief investment officer services to ultra-high-net-worth individuals, families, and institutional clients. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management, supported by in-house private investment platforms and affiliated fiduciary services.

Cameron Johnson is a CFA charterholder with 14 years of experience in financial advising. He 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 construction, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, operating primarily on a non-discretionary basis while also managing private pooled vehicles and direct-investment programs.

Christian Nallenweg is a CFP® with 11 years of industry experience, currently serving at Oxford Financial Group, Ltd. since 2022. His prior roles include positions at Nallenweg Financial, LLC, Schwab Private Client Investment Advisory, Charles Schwab, and Angie's List. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and institutional clients, offering family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes, managing approximately $23.3 billion with both discretionary and non-discretionary solutions.

Adam Ward is a financial advisor with Oxford Financial Group, LTD, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at The Huntington Investment Company, TIAA-CREF, and PNC Financial Services. 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, and written Investment Policy Statements, offering both discretionary and non-discretionary management alongside private market investment opportunities.

Jared Nishida is a CFA® charterholder with 22 years of industry experience, currently serving as an advisor at Oxford Financial Group, LTD since 2010. He holds the Series 66 designation and is based in Minneapolis, MN. Outside of his advisory role, Mr. Nishida serves on the Board of Managers for Baseline Fitness Holdings, LLC. 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 alongside private investment platforms.

Jacquelyn Nolan is a CFP® professional with four years of industry experience, currently serving as an advisor at Oxford Financial Group, LTD. She previously worked at PNC Financial Services for five years. Oxford Financial Group, LTD serves ultra high-net-worth individuals, families, institutions, 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, with an investment approach focused on diversified asset allocation across public and alternative asset classes.

Dustin Brown is a financial advisor at Oxford Financial Group, LTD with nine years of industry experience and holds a Series 66 designation. He previously worked at JP Morgan Private Bank and Equitable Advisors, and also spent two years at Crust Pizzeria Napoletana. Oxford Financial Group serves ultra high-net-worth individuals, families, and institutional clients, offering family office and CIO services, financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages both discretionary and non-discretionary portfolios through dedicated investment teams.

Jarret Blum is a financial advisor at Oxford Financial Group, LTD with 24 years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, Charles Schwab Bank, Charles Schwab & Co., Inc., and Morgan Stanley. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, chief investment officer (CIO) functions, investment planning, and fiduciary support. The firm’s investment approach emphasizes asset allocation, diversification across public and private markets, and written Investment Policy Statements, with a focus on both discretionary and non-discretionary management.

Jeffrey Thomasson is a CFP® professional with 26 years of industry experience, currently serving at Oxford Financial Group, LTD since 1984. He holds the Series 63 designation and is based in Carmel, IN. Thomasson is involved in several nonprofit and operational boards, including serving as chairman of the board for Baseline Fitness Holdings LLC and holding leadership roles with multiple family foundations. 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 written Investment Policy Statements while offering both discretionary and non-discretionary management.