Nelson Arrington III is a CFA® charterholder with 33 years of industry experience. He currently serves as an advisor at CX Institutional, LLC, where he has worked since 2026. Prior to that, he dedicated 30 years to V. M. Manning & Co., Inc. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach, integrating fundamental, quantitative, and technical analysis across various asset classes and utilizes third-party technology for consolidated reporting and tax-efficient asset management.

William Mitchell III is a financial advisor with CX Institutional, LLC in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked for V.M. Manning for 10 years before joining CX Institutional in 2026. CX Institutional provides portfolio management, financial planning, and retirement plan consulting services to individuals, charitable organizations, business entities, and retirement plan sponsors. The firm uses a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, supplemented by third-party technology for consolidated reporting and tax-efficient asset location.