Susan Isaacson is a CFP® and PFS™ credentialed advisor at CX Institutional, LLC with 15 years of industry experience. She previously worked at Personal Wealth Partners LLC and LPL Financial. Isaacson is also a commissioned notary for the state of Minnesota. 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 across a variety of investment types, supplemented by third-party technology for reporting and tax management.

Daniel Steichen is a financial advisor with CX Institutional, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Personal Wealth Partners LLC and LPL Financial, LLC. 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 combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized strategy portfolios alongside custom solutions.

Gregory Betlach is a CFP® and ChFC® with 19 years of industry experience. He is currently with CX Institutional, LLC and previously worked for 12 years at Allianz Life Financial Services LLC and Allianz Life Insurance Company of North America. 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 incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Laura Chinander is a financial advisor at CX Institutional, LLC with three years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for one year each before joining CX Institutional. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, and provides access to thematic and specialized investment strategies as well as technology-enabled consolidated reporting and tax-efficient asset location.