Blake Scheer is a financial advisor with CX Institutional, LLC, holding a Series 66 designation and one year of industry experience. He has previously worked at Osaic Wealth, Inc. and Miller Christian and Zwiebel Asset Management Corp. 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 and integrates third-party technology to provide consolidated reporting and tax-efficient asset location.

Braeden Hall is a financial advisor at CX Institutional, LLC with a Series 65 credential and no prior industry experience. His background includes roles with the Indianapolis Colts, Fort Wayne Tincaps, and Escuela Universitaria Real Madrid, among others. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with 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 offers access to thematic investment strategies, structured products, and specialized private funds.

Brian Neal is a financial advisor at CX Institutional, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Personal Wealth Partners, LLC, LPL Financial, and Hefty Wealth Partners, Inc. Mr. Neal has been involved in client transition services between CX Institutional and Personal Wealth Partners. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside custom solutions.

William Ternet is a financial advisor at CX Institutional, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining CX Institutional, he served in roles with the City of Auburn and the County of DeKalb. 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 using fundamental, quantitative, and technical analysis across various asset classes and offers specialized thematic strategies including artificial intelligence, blockchain, and electric vehicle portfolios.

Elizabeth Tulloch is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. Her prior experience includes roles at Galecki Financial Management and Lincoln Financial Group, among others. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and utilizes both model portfolios and custom strategies.

Dustin Tirpak is a financial advisor at CX Institutional, LLC with a Series 65 designation and over a decade of industry experience. His prior roles include positions at Rothberg Logan Warsco, LLP and Lincoln Financial Group. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that includes both wrap and non-wrap program structures. The firm employs a combination of fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and integrates financial planning with technology tools to support client portfolios.

Diedre Matheny is a financial advisor at CX Institutional, LLC with five years of industry experience. She holds the Series 65 designation and has worked at Credent Wealth Management since 2020. Outside of her advisory role, she is involved with Bryler Lane Winery as a shift manager and server. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach utilizing fundamental, quantitative, and technical analysis, and offers specialized investment strategies alongside technology-enabled reporting and account management.

David Wellsand is a financial advisor at CX Institutional, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Lake City Bank and SAC Finance. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across various asset classes, supported by third-party technology and a range of specialized strategy portfolios.

Douglas Lockwood is a CFP® professional with 26 years of industry experience, currently serving at CX Institutional, LLC since 2018. He previously worked at Hefty Wealth Partners, Inc. and LPL Financial, accumulating extensive experience across these firms. Lockwood is also involved with Vespro, a business entity related to CX Institutional for tax and legal purposes. 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 integrates fundamental, quantitative, technical, and cyclical analysis across a diverse set of asset classes and strategy portfolios.

Wade Miller is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. Prior to joining CX Institutional, he spent three years at Trine University and held roles at Glen Darin and Messenger LLC. 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 includes fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and offers specialized portfolios alongside traditional models.

Edison Byzyka is a CFA® charterholder with 13 years of industry experience. He is currently with CX Institutional, LLC, where he has worked since 2018, and previously held roles at CXI Advisors, LLC, LPL Financial, LLC, and Hefty Wealth Partners, 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 incorporating fundamental, quantitative, and technical analysis across various asset classes and provides technology-enabled consolidated reporting and tax-efficient asset location.

Sydney Kissel is a financial advisor at CX Institutional, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining CX Institutional, Kissel held roles at Hormel Foods, Caterpillar, and John Deere, and is also involved in education as a grader and teaching assistant for an agricultural law course at Purdue University. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy asset allocation approach that integrates fundamental, quantitative, and technical analysis across various asset classes.

Layton Ginder is a CFP® professional with 10 years of industry experience currently with CX Institutional, LLC. He previously worked at LPL Financial and Raymond James Financial Services, among other firms. Outside of advising, he is a partner in a family farm operation. 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 across various asset classes and incorporates third-party technology to enhance reporting and tax efficiency.

Bo Potter is a financial advisor with CX Institutional, LLC, holding a Series 65 license and beginning his industry experience in 2026. His prior work includes roles in packaging, education, and golf club operations. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach that integrates fundamental, quantitative, and technical analysis across various asset classes, supported by third-party technology for reporting and tax-efficient asset management.

Ross Hutton is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Ball State University and Lake City Bank, as well as experience in education and the restaurant industry. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis. The firm offers specialized strategy portfolios and integrates third-party technology while managing a diverse range of asset classes.

Eli Smith is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Vestil Manufacturing, Messenger LLC, and Four Seasons Landscaping Inc. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by offering discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, quantitative, technical, and cyclical analysis across various asset classes and integrates financial planning into select client offerings.

Erik Herstad is a financial advisor at CX Institutional, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at CX Institutional since 2018, with prior roles at CXI Advisors, LPL Financial, and Hefty Wealth Partners. Outside of his advisory work, he is a commissioned notary. 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 that integrates fundamental, quantitative, and technical analysis across various asset classes and offers specialized strategies including artificial intelligence, blockchain, and electric vehicle portfolios.

Kentrina Mapes is a financial advisor at CX Institutional, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and Hefty Wealth Partners. Outside of her advisory role, she serves as a notary and client service manager. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by offering 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 integrates financial planning into select client offerings.

Sarah Southworth is a financial advisor with CX Institutional, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining CX Institutional, she worked at Cambridge Investment Research and Prospera Financial Services. Outside of advising, she is a sales associate at Under Armour and serves as a notary in Fort Wayne, Indiana. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analyses across a range of asset classes and specialized portfolios.

David Scott is a Series 65-licensed financial advisor with CX Institutional, LLC, based in Auburn, Indiana. He has four years of industry experience, including prior roles at Miller Private Wealth, Old National Bank, and American Equipment Group. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across various asset classes and includes specialized strategy portfolios alongside traditional models.