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.

Troy Hartman is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Wells Fargo Advisors and Edward D. Jones & Co., L.P. He also serves as President of TCHB, LLC, a non-investment-related business. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs through both proprietary and third-party platforms.

Travis Glassley is a Series 65-licensed financial advisor at CX Institutional, LLC with one year of industry experience. Prior to joining CX Institutional, he worked at Parkview Health for three years and held legal positions at Barnes & Thornburg, LLP and Beers Mallers, LLP. 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 uses a multi-strategy asset allocation approach incorporating fundamental, quantitative, and technical analysis across various asset classes, supported by third-party technology for reporting and tax-efficient asset management.

Gabriel Wyatt is a financial advisor at CX Institutional, LLC with four years of industry experience. He holds a Series 65 credential and previously worked at Miller Private Wealth and spent time at Ball State University and Richmond High School. 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 types and integrates financial planning with technology-driven account management tools.

Brad Michels is a CFP® with 21 years of industry experience, currently serving at CX Institutional, LLC since 2022. His prior experience includes roles at Financial Architects Inc and Wealthcare Capital Management Inc. 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 that integrates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes and utilizes both model portfolios and custom strategies.

Joshua Robinson is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Pepsi MidAmerica, Dollar General, and Coca-Cola. Outside of AE Wealth Management, he is also involved in insurance sales and services through Runestad Financial Services. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered investment approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Ronald Neuenschwander is a financial advisor with TLG Advisors, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 credentials and over 51 years of industry experience. His prior roles include positions at Wells Fargo Advisors, LLC and FSG, LLP, where he currently works as a wholesaler presenting insurance concepts to financial advisors. He serves as treasurer for the South Bay Condo Association, managing its budget and financial obligations. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that utilizes fundamental analysis and Modern Portfolio Theory in its investment approach.

Wade Ritchie is a financial advisor at AE Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Great Lakes Legacy Group, LLC and operated as a sole proprietor. Ritchie is also involved in insurance sales through Runestad Financial Services, LTD. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses, offering services such as model portfolio solutions, discretionary asset management, financial planning, and plan services. The firm employs a platform-centered approach that combines internally managed models, third-party strategies, and advisor-tailored portfolios.

Matthew Ramer is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering. This program uses algorithm-driven model strategies with discretionary portfolio management, primarily serving PNC employees through an invitation-only pilot.

Richard Runestad is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at CoreCap Advisors and Financial Partners Federal Credit Union, and he has operated Runestad Financial since 2000, where he serves as president and is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting a large client load across its 435 advisors.