Blue Ash, OH Office

Jacob Walker is a CFP® with nine years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. His prior roles include positions at LPL Financial, Clarify Wealth Management, and Fidelity Brokerage Services. Outside of his advisory work, he manages an Airbnb investment on a part-time basis. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management alongside 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 offers specialized portfolios including ESG and blockchain-focused options.

Aubrey Ramey is a CFP® professional with 27 years of industry experience. He is currently with CX Institutional, LLC and previously worked at Clarify Wealth Management and LPL Financial. 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 approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios and customized solutions.

Joshua Feld is a financial advisor with CX Institutional, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Western & Southern Life and internships during his time at the University of Cincinnati. Feld has managed a self-directed stock portfolio since 2020. 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 combining fundamental, quantitative, and technical analysis, supplemented by third-party technology platforms and specialized investment strategies including thematic portfolios and cryptocurrency exposure.

Chad Baxter is a CFP® and ChFC® with nine years of industry experience. He is currently with CX Institutional, LLC and previously worked at Clarify Wealth Management, Inc., LPL Financial, LLC, and The Ayco Company, L.P./Mercer Allied. 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 across a range of asset classes.

Nicholas D'andrea is a CFP® with 10 years of industry experience. He currently works at CX Institutional, LLC and has prior experience at Bartlett Wealth Management and Fidelity Investments. CX Institutional serves individuals—including high-net-worth clients—charitable organizations, business entities, and retirement plan sponsors, providing portfolio management, financial planning, and retirement plan consulting through its multi-strategy platform. The firm combines fundamental, quantitative, and technical analysis across various asset classes and offers specialized thematic strategies alongside technology-enabled reporting and tax-efficient asset location.