Charles Davis II is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. He has been with Oxford Financial Group, Ltd since 2007. Mr. Davis serves on the Board of Directors and is Vice Chair Emeritus of AAA Hoosier Motor Club, including its affiliated insurance agencies. 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 chief investment officer 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.

Jacqueline Armstrong is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Ameriprise. Outside of her advisory role, she is the business manager for The Sax Guy, a professional music business, where she handles marketing, booking, and accounting. Oxford Financial Group serves ultra high-net-worth individuals, families, and institutional clients by offering family office services, 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.

Melia Krumm is a financial advisor at Oxford Financial Group, Ltd with 21 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Baker Hill, ACA Compliance, Sanctuary Wealth, and Merrill. Oxford Financial Group, Ltd. 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 asset allocation approach across public and alternative asset classes.

Kristina Baron is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Oxford since 2016. Outside of her advisory role, she serves as Vice President of the Valiant Foundation, a charitable giving organization. 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 multi-team, diversified asset allocation approach.

Nicholas Detmer is a CFA® charterholder currently with Oxford Financial Group, Ltd., where he has worked since 2026. He has three years of prior experience at Aksia LLC and spent nine years with the Indiana Public Retirement System. 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 emphasizes diversified asset allocation across public and alternative assets, supported by dedicated investment teams and customized solutions.

Tania De Vries is a financial advisor at Oxford Financial Group, Ltd with one year of industry experience. She holds a Series 65 designation and has prior experience at Innovia Wealth, PNC Bank, and Huntington National Bank. Outside of her advisory role, she serves on advisory committees for nonprofit organizations including The Legal Assistance Center of West Michigan and Guiding Light Ministries, and she is a licensed attorney involved in estate planning. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, providing 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 assets and manages a large asset base with both discretionary and non-discretionary arrangements.

Michelle Reichert is a CERTIFIED FINANCIAL PLANNER™ at Oxford Financial Group, Ltd. with three years of industry experience. She previously worked at Fifth Third Bank for three years and has been with Oxford Financial Group in two separate periods since 2008. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, offering family office services, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and manages both discretionary and non-discretionary portfolios with customized investment policy statement-driven solutions.

Peter Reist is a financial advisor at Oxford Financial Group, Ltd in Carmel, IN, with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. He has been with Oxford Financial Group since 2010. Outside of his advisory work, he serves on the board of the Indiana Repertory Theatre and works as a self-employed CPA providing tax preparation services. 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 asset allocation approach and dedicated investment teams.

Robert Ramsey III is a CFA® charterholder with five years of industry experience. He has worked at Oxford Financial Group, Ltd since 2021, following four years at Pendyne Capital LLC and five years at the Indiana Public Retirement System. Outside of his advisory role, he serves on the boards of several non-investment related businesses and nonprofit organizations, including the Indianapolis Symphony Orchestra Foundation, and is CEO and Secretary of Baseline Fitness, LLC and its 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, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, employing a diversified asset allocation strategy that includes public and alternative asset classes.

Robert Webb is a CFA® charterholder and financial advisor with Oxford Financial Group, Ltd in Carmel, IN, where he has worked since 2021. He has 5 years of industry experience and previously spent 18 years at State Farm. Webb serves on Limited Partner Advisory Committees for certain underlying investment funds as part of his role at Oxford Financial Group, without compensation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, 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, employing a diversified approach across public and alternative asset classes.

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, Ltd. 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, employing a diversified approach across public and alternative asset classes.

Joseph Mitchell is a financial advisor at Oxford Financial Group, Ltd with 16 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Bessemer Trust, Cresset Asset Management, Berman Capital Advisors, Crawford Investment Counsel, and Charles Schwab. 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 CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, with an investment approach that emphasizes diversified asset allocation across public and alternative asset classes.

Michael Larson is a CFP® with 17 years of experience in financial advising. He is currently with Oxford Financial Group, Ltd and has previously worked at Spectrum Wealth Management and Charles Schwab. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, and institutional clients, offering family office and CIO services, comprehensive financial and estate planning, and access to private market investments and manager-of-managers solutions. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages both discretionary and non-discretionary portfolios through dedicated investment teams.

James Wright is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Oxford Financial Group, Ltd. since 2014. He holds Series 63 and Series 66 licenses. Outside of finance, he is involved in small business ownership, managing several non-investment-related ventures including Silver Creek Shop. Oxford Financial Group serves ultra high-net-worth individuals, families, 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 multi-team approach emphasizing diversified asset allocation across public and alternative asset classes.

Zachary Littleton is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Chase Bank, NA. 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 through a diversified asset allocation approach that includes public and alternative assets.

Charles Carter is a CFP® with 11 years of industry experience, currently serving as an advisor 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, providing family office, CIO, and fiduciary trust services, along with access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages a substantial asset base with both discretionary and non-discretionary investment arrangements.

Henry Rosser is a CFP® professional with four years at Oxford Financial Group, Ltd. and two years of overall industry experience. His prior roles include work at Scannell Properties, Ryan, Moore, Cook, Triplett & Albertson, LLP, Dentons Bingham Greenebaum, Indiana University Robert H. McKinney School of Law, and First Merchants Bank. Oxford Financial Group, Ltd. 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, emphasizing diversified asset allocation across public and alternative assets with dedicated investment teams.

Julia Weaver is a financial advisor with Oxford Financial Group, Ltd. She holds a Series 65 designation and has two years of industry experience. Her prior experience includes a one-year role at Regions Private Wealth Management and multiple years at Oxford Financial Group in different capacities. 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 financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach across public and alternative asset classes.

Russell Delibero is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Goldman Sachs Wealth Services/Mercer Allied for 11 years. In addition to his advisory role, he serves as a professor at The American College of Financial Services, lecturing in the graduate program. 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 CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, with an investment approach that emphasizes diversified asset allocation across public and alternative asset classes.

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., having joined the firm in 2025 after four years at Fort Washington Investment Advisors, Inc. and eight years at Buckingham Capital Management, Inc. 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 financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified approach including public and alternative asset classes.

Kevin Coquillette is a financial advisor at Oxford Financial Group, Ltd with 11 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Goldman Sachs & Co. from 2015 to 2023. Oxford Financial Group serves ultra high-net-worth individuals, families, and institutional clients by providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm employs a diversified investment approach across public and alternative asset classes and manages a significant asset base with both discretionary and non-discretionary arrangements.

Ashlee Walton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Oxford Financial Group, Ltd. Her prior experience includes roles at Goldstone Financial Group, ALPS Distributors, James Investment Research, and Buckingham & Company. 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 business owners, providing family office and CIO services, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets, managing both discretionary and non-discretionary portfolios through specialized investment teams.

Richard Hall is a CFP® with 13 years of industry experience, currently serving at Oxford Financial Group, Ltd where he has worked since 2014. He holds the 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, multi-asset investment approach.

Scott Ryan is a CFA® charterholder with Series 63 and Series 66 licenses and has over 12 years of experience in finance. 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 and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer 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.

Robert Twitchell is a CFA® charterholder with 22 years of industry experience. He has been with Oxford Financial Group, Ltd. since 2009. Oxford Financial Group serves ultra high-net-worth individuals and families, as well as institutional clients, offering family office and CIO services, 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 assets through an integrated operating model with affiliated entities.

Terilyn Schwartz is a financial advisor at Oxford Financial Group, Ltd with 12 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Oxford Financial Group in 2022, she worked at Northwestern Mutual Investment Management and affiliated entities from 2014 to 2022. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners, providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm employs a diversified asset allocation approach across public and alternative asset classes and manages both discretionary and non-discretionary capital, with a distinctive integrated model that includes in-house direct investment capabilities.

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, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners, providing 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 assets, utilizing dedicated investment teams and offers both discretionary and non-discretionary investment arrangements.

Jennifer Hammel is a financial advisor at Oxford Financial Group, Ltd in Carmel, IN, holding a Series 65 credential with four years of industry experience. She has worked at Oxford Financial Group since 2021 and previously spent nine years at Beacon Credit Union. 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 chief investment officer services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments and manager-of-managers solutions.

Carl Jackson is a CFA® charterholder with five years of industry experience. He has worked at Oxford Financial Group, Ltd. since 2021 and previously held roles at Training the Street, Indiana Public Retirement System, and Indiana University. Jackson serves on Limited Partner Advisory Committees for certain investment funds related to Oxford’s private funds, a role for which he receives no compensation. Oxford Financial Group, Ltd. 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 approximately $23.3 billion, providing both discretionary and non-discretionary solutions through dedicated investment teams.

Jeffery Stroman is a financial advisor at Oxford Financial Group, Ltd with 27 years of industry experience. He holds the Series 63 designation and has been with Oxford Financial Group since 1988. Oxford Financial Group 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 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.

Ryan Shidler is a CFA® charterholder with five years of experience at Oxford Financial Group, Ltd, where he has worked since 2015. He serves as an Oxford Investment Fellow and is a member of Limited Partner Advisory Committees for certain underlying investment funds, a role for which he receives no compensation. 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 provides family office and chief investment officer services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments and manager-of-managers solutions.

Adam Ward is a financial advisor at Oxford Financial Group, Ltd with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company, The Huntington National Bank, TIAA-CREF, and PNC Financial Services, Inc. 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, team-based investment approach.

Jacquelyn Nolan is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Oxford Financial Group, Ltd. She previously worked at PNC Financial Services for five years. 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, emphasizing diversified asset allocation across public and alternative asset classes.

Dustin Brown is a Series 66-licensed financial advisor with nine years of experience, currently at Oxford Financial Group, Ltd. He previously worked at JP Morgan Private Bank and Equitable Advisors, and also spent time in the food service industry at Crust Pizzeria Napoletana. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, offering family office services, fiduciary trust administration, and access to private market investments. The firm’s investment approach includes diversified asset allocation across public and alternative assets, with specialized teams sourcing and monitoring managers and managing both discretionary and non-discretionary client portfolios.

Jeffrey Thomasson is a CFP® with 27 years of industry experience and has been with Oxford Financial Group, Ltd since 1984. He serves as Chairman of the Board of Managers for Baseline Fitness Holdings LLC and holds board positions with multiple nonprofit foundations, including the Cook Family Foundation and the Valiant Foundation. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held businesses. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and private market investment access, with a focus on diversified asset allocation and extensive manager oversight.