CX Institutional, LLC

Matthew Redmond is a CFA® charterholder with eight years of industry experience. He is currently an advisor at CX Institutional, LLC and was previously with First State Investment Advisors Inc for eleven years. He also serves as vice president and director of First State Financial, Inc., a holding company unrelated to investment activities. 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. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside traditional models.

Michael Pepin is a financial advisor at CX Institutional, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Advisors, First Allied Advisory Services, and Edward Jones. In addition to his advisory role, he volunteers as an adult community education instructor on financial topics and serves on the board of a local nonprofit addressing homelessness and hunger. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, supported by third-party technology platforms for consolidated reporting and tax efficiency.

Andrew Renninger is a financial advisor at CX Institutional, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at ProFed Credit Union and served in educational roles at Purdue University as well as Norwell High and Middle Schools. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across a broad range of investment types and integrates third-party technology for consolidated reporting and tax-efficient asset management.

Joseph D'amico II is a CFP® professional with 26 years of industry experience. He currently works at CX Institutional, LLC and has held roles at firms including Empower Financial Services, Personal Capital, Fidelity Brokerage Services, LPL Financial, and Ameriprise. 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, supplemented by third-party technology for consolidated reporting and tax-efficient asset location.

Laken Lewis is a financial advisor at CX Institutional, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and Fidelity Investments. 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 incorporates fundamental, quantitative, technical, and cyclical analysis across diverse asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Susan Isaacson is a CFP® and PFS™ credentialed advisor at CX Institutional, LLC with 15 years of industry experience. She previously worked at Personal Wealth Partners LLC and LPL Financial. Isaacson is also a commissioned notary for the state of Minnesota. 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 combining fundamental, quantitative, and technical analysis across a variety of investment types, supplemented by third-party technology for reporting and tax management.

Jared Herndon is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. Prior to joining CX Institutional in 2025, he worked at Ash Brokerage for eight years. 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 across various asset classes, supplemented by third-party technology for reporting and tax-efficient asset location.

Nicholas Mc Kinley is a financial advisor at CX Institutional, LLC with a Series 65 license and no prior industry experience. His background includes roles in education, healthcare, and steel manufacturing before joining CX Institutional in 2026. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting through its multi-strategy platform that combines fundamental, quantitative, and technical analysis across various asset classes. The firm also offers specialized investment strategies and integrates third-party technology for consolidated reporting and tax-efficient asset management.

Anthony Picerni Jr. is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Capital Group for 10 years before joining CX Institutional. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing 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 more traditional investment options.

Christopher Lipper is a CFP® with 23 years of industry experience, currently serving at CX Institutional, LLC since 2018. His prior experience includes roles at CXI Advisors, LLC, Vestpro Financial Partners, Inc., LPL Financial, and CPF Texas. He serves as a volunteer board member for InTouch Credit Union and is a commissioned notary public in Texas. 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 process combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, offering specialized strategy portfolios and integrating third-party technology tools.

John Ruzza is a CFP® with 39 years of industry experience. He is currently with CX Institutional, LLC and previously worked for 18 years at Cambridge Investment Research Advisors, Cambridge Investment Research, and MainStreet Financial Advisors. 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 through a multi-strategy platform. The firm employs a combination of fundamental, quantitative, technical, and cyclical analysis to manage diversified portfolios that include equities, fixed income, ETFs, structured products, and private investment funds.

Paul Reile is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Tfg Advisers LLC and Tfg Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm utilizes a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes, and offers specialized portfolio options including ESG and blockchain-focused strategies.

Andrew Mayer is a financial advisor at CX Institutional, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Main Street Financial. 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. The firm combines fundamental, quantitative, technical, and cyclical analysis to allocate assets across various investment types, including individual equities, fixed income, ETFs, structured products, and private funds.

Adam Gottschalk is a CFP® professional at CX Institutional, LLC with three years of industry experience. Prior to joining CX Institutional in 2026, he worked at Passage Wealth for three years and held positions in education at Spring Arbor University and Concordia Lutheran High School. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors, offering portfolio management, financial planning, and retirement plan consulting through its CX Multi-Strategy Platform. The firm uses a combination of fundamental, quantitative, and technical analysis to implement multi-strategy asset allocation across a variety of investment vehicles while integrating third-party technology for reporting and asset management.

Thomas Williams is a CFP® and Series 65-registered financial advisor with six years of industry experience. He currently works at CX Institutional, LLC and previously held roles at Tfg Advisors, Jackson National Life Insurance, Michigan State University, and Farmington Public Schools. 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 its CX Multi-Strategy Platform. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across various asset classes and supplements investment management with third-party technology for consolidated reporting and tax-efficient asset location.