Charles Davis II is a CFP® and Series 65-registered financial advisor with 18 years of industry experience. He has been with Oxford Financial Group, LTD since 2007. Outside of his advisory role, he serves on the Board of Directors and is Vice Chair Emeritus of AAA Hoosier Motor Club and related entities. 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 along with access to private investment platforms.

Jacqueline Armstrong is a financial advisor at Oxford Financial Group, LTD with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley for five years before joining Oxford Financial Group in 2021. Outside of her advisory role, she is the business manager for The Sax Guy, a professional music enterprise. Oxford Financial Group serves ultra high-net-worth individuals, families, and institutional clients with family office and CIO services, comprehensive financial and estate planning, and access to private market investments. The firm’s investment approach emphasizes diversified asset allocation across public and alternative asset classes, combining discretionary and non-discretionary solutions supported by dedicated investment teams.

Melia Krumm is a financial advisor at Oxford Financial Group, LTD with 21 years of industry experience. She holds the Series 66 designation and has worked with firms including Baker Hill, ACA Compliance, Sanctuary Wealth, and Merrill. Oxford Financial Group, Ltd. 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 CIO services, comprehensive planning, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative assets.

Kristina Baron is a financial advisor at Oxford Financial Group, LTD with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oxford Financial Group since 2016. Outside of her advisory role, she serves as Vice President of the Valiant Foundation, a charitable giving foundation. Oxford Financial Group serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, comprehensive financial and estate planning, and access to private market investments through a diversified asset allocation approach.

Nicholas Detmer is a CFA® charterholder based in Carmel, IN, currently with Oxford Financial Group, LTD. He has prior experience at Aksia LLC and the Indiana Public Retirement System, totaling over a decade in the industry. Oxford Financial Group, LTD serves ultra high-net-worth individuals, families, and institutional clients by offering family office and chief investment officer services, financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation and operates dedicated investment teams to source and monitor managers across public and alternative asset classes.

Tania De Vries is a financial advisor at Oxford Financial Group, LTD with a Series 65 designation and experience in the financial services industry beginning in 2024. Prior to joining Oxford, she worked at Innovia Wealth, PNC Bank, and Huntington National Bank. She is also a licensed attorney with involvement in nonprofit advisory roles, including committee and board positions at The Legal Assistance Center of West Michigan, Guiding Light Ministries, and West Catholic High School. 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, offering both discretionary and non-discretionary management alongside private investment platforms and affiliated trust services.

Michelle Reichert is a CFP®-certified financial advisor with three years of industry experience. She has worked at Oxford Financial Group, LTD since 2008, with a three-year period at Fifth Third Bank from 2019 to 2022. Reichert holds a Series 63 designation and is based in Carmel, IN. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, chief investment officer support, and fiduciary functions. 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 investments through affiliated private-investment platforms.

Peter Reist is a financial advisor at Oxford Financial Group, Ltd. with 23 years of industry experience. He holds the PFS™ and Series 65 designations and has been with Oxford Financial Group since 2010. In addition to his advisory role, Reist serves as a board member of the Indiana Repertory Theatre. 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, multi-team investment approach.

Robert Ramsey III is a CFA® charterholder with five years of industry experience, currently serving at Oxford Financial Group, LTD since 2021. His prior roles include positions at Pendyne Capital LLC and the Indiana Public Retirement System. Outside of his advisory work, he holds leadership roles in several non-investment businesses, including CEO and secretary positions at Baseline Fitness, LLC and related entities, and serves on the boards of the Indianapolis Symphony Orchestra Foundation and multiple private companies. Oxford Financial Group serves ultra-high-net-worth individuals, families, 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, providing both discretionary and non-discretionary management alongside private pooled vehicles and direct-investment programs.

Robert Webb is a CFA® charterholder with five years of experience at Oxford Financial Group, LTD in Carmel, IN. Prior to joining Oxford in 2021, he worked at State Farm for 18 years. He serves on Limited Partner Advisory Committees for certain underlying investment funds associated with Oxford, without compensation, as part of his role as an Oxford Investment Fellow. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing 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, offering both discretionary and non-discretionary management alongside private pooled vehicles and direct-investment programs.

Timothy Wittenbrook is a CFP® with 11 years of industry experience, currently serving at Oxford Financial Group, LTD since 2014. He holds a Series 63 license and is based in Carmel, Indiana. Oxford Financial Group serves ultra-high-net-worth individuals, families, 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.

Joseph Mitchell is a financial advisor at Oxford Financial Group, LTD with 16 years of industry experience. He holds the CFP® and CFA® designations, along with Series 66 and Series 63 licenses. Prior to joining Oxford Financial Group in 2023, he worked at Bessemer Trust, Cresset Asset Management, LLC, and Berman Capital Advisors, LLC. Oxford Financial Group serves ultra high-net-worth individuals and 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 spanning public and alternative asset classes.

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.

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.

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.

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.

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.

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.

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.

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.

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.