James Leach is a CFA® charterholder and holds a Series 65 license, with 10 years of experience in the financial services industry. He is currently with Corient in Indianapolis, IN, where he has worked since 2023. Prior to joining Corient, he was employed at Windsor Wealth Management and Invesco. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates individual security strategies, third-party manager solutions, and advanced risk management tools to align portfolios with client objectives.

Mark Wittleder is a CFP® professional with 18 years of industry experience and currently serves at Corient. His prior roles include positions at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. Corient provides investment advisory and financial planning services to a broad range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and specialized private fund offerings.

Ryan Sperry is a financial advisor at Corient in Indianapolis, IN, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Charles Schwab and Column Capital Wealth Management (CAPTRUST). Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach utilizing both in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management tools.

Thomas Barrett is a financial advisor at Corient in Indianapolis, IN, holding a Series 66 designation with 23 years of industry experience. His prior roles include positions at Vivaldi Capital Management LP and Biechele Royce Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charities, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment opportunities.

Bret Horsfield is a CFP® professional with five years of industry experience, currently advising at Corient. He previously worked at Windsor Wealth Management and Oxford Financial Group. Outside of his advisory role, he provides occasional financial guidance for a family-run restaurant business in Carmel, IN. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house and third-party strategies and utilizes risk management tools and alternative investments as appropriate.

Brian Shupe is a CFA® charterholder and holds a Series 65 license with 27 years of industry experience. He has worked at Corient and Corient Services LLC since 2023 and previously spent over 30 years at Windsor Wealth Management. He is based in Indianapolis, IN. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Rachel Leahy is a CFP® professional with four years of industry experience, currently serving as an advisor at Corient. She previously worked at Vivaldi Capital Management LP and Biechele Royce Advisors, Inc. Since 2016, Leahy has also been the Director of Alternatives at Sunrise Capital Management LLC, where she performs fund accounting and clerical duties for several private funds. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house and third-party strategies, with a focus on risk management and the inclusion of alternative investments and private fund allocations where appropriate.

Sandra Villiger is a CFP® professional with 27 years of experience in the financial services industry. She has worked at Windsor Wealth Management for 34 years before joining Corient in 2023. Villiger is based in Indianapolis, IN. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and alternative investment options where appropriate.

Michael Shively is a financial advisor at Corient based in Indianapolis, IN, with six years of industry experience. He holds the Series 66 designation and has worked at firms including The Wellington Group LLC, Park Avenue Securities, and Charles Schwab & Co., Inc. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investment options where appropriate.

Andrew Schuler is a financial advisor at Corient with a Series 65 designation and three years of industry experience. His prior roles include positions at Vivaldi Capital Management LP, Biechele Royce Advisors, and Market Street Wealth Management. He also served in the Indiana Army National Guard for six years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Matthew Ulsas is a CFP® and holds a Series 65 license with 27 years of industry experience. He is currently with Corient, where he has worked since 2023, following a 29-year tenure at Windsor Wealth Management. Corient provides investment advisory and financial planning services to individual, high-net-worth, and institutional clients, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools. The firm offers a range of specialized services through affiliated entities, including private fund platforms and trust services.

Robert Kaspar is a financial advisor at Corient with 33 years of industry experience. He holds a Series 63 designation and has worked previously at Crown Capital Securities, LP and Windsor Wealth Management. He serves as a director for the Ball State University Foundation, where he participates in finance and investment committee leadership. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Randall Clark is a CFP® with 43 years of industry experience, currently serving at Corient since 2023. He previously worked at Crown Capital Securities, LP for 14 years and Windsor Wealth Management for 37 years. Outside of his advisory role, he is the owner of a property management business, SDC Property Management LLC. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools to align portfolios with client objectives.