FI3 Financial Advisors, LLC

Michael Emerson is a CFP® and Series 65 credentialed advisor at FI3 Financial Advisors, LLC with 10 years of industry experience. He worked at RMB Capital Management from 2014 to 2017 before joining Dimeo Schneider & Associates, LLC in 2017. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families through a multi-family office model, providing comprehensive wealth planning, investment management, and Family CFO services. The firm manages both public and private assets and offers proprietary private funds alongside integrated financial planning.

Nathan Kinney is a financial advisor at FI3 Financial Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including The National Bank of Indianapolis, Capital Cities, L.L.C., and Commonwealth Bank & Trust. Kinney is based in Indianapolis, IN. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families through multi-family office services, including comprehensive wealth planning, tax and estate coordination, and investment management. The firm combines active and passive portfolio management with integrated financial planning and offers private investment vehicles to accredited investors.

Kirstyn Simon is a CFP® and Series 63 credentialed advisor with nine years of industry experience. She is currently with FI3 Financial Advisors, LLC and previously worked at JPMorgan Securities LLC and Range Finance, Inc. Outside of her advisory role, she is an owner and partner of Clementine Properties, LLC, a business that manages rental property. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families as a multi-family office, offering comprehensive wealth planning, investment management, and Family Chief Financial Officer services. The firm’s investment approach combines active and passive management across public and private asset classes, with an emphasis on private investment vehicles and collaboration with external consultants for customized solutions.

Alexander Alessia is a CFP® with five years of industry experience, currently serving at FI3 Financial Advisors, LLC. He has previously worked at Securities America Advisors, Securities America, Inc., The Spectrum Financial Group, Inc., and Probo Medical. Alessia’s background also includes four years at Hanover College. FI3 Financial Advisors, LLC acts as a multi-family office primarily serving high-net-worth individuals and multi-generational families, providing comprehensive wealth planning, investment management, and coordination of tax and estate services. The firm combines active and passive portfolio management across a broad range of public and private asset classes and collaborates with external consultants for manager due diligence and customized allocation development.

Garrett Kern is a CFP® professional with three years of industry experience, currently serving at FI3 Financial Advisors, LLC. He has been with Fi3 Advisors since 2021 and previously worked at Butler University. FI3 Financial Advisors, LLC is a multi-family office serving high-net-worth individuals and multi-generational families, providing comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management with integrated financial planning and offers proprietary private funds along with consolidated reporting across public and private holdings.

Thays Rodrigues Cardoso is a CFP® professional with six years of industry experience, currently serving at FI3 Financial Advisors, LLC. Prior to this, she held positions at Westpoint Financial Group and pursued an MBA while also working as an assistant coach at Hanover College. FI3 Financial Advisors, LLC operates as a multi-family office primarily serving high-net-worth individuals and multi-generational families. The firm offers comprehensive wealth planning, investment management, and private investment vehicles, combining active and passive portfolio management with integrated financial planning across a broad range of public and private asset classes.

Samuel Muse is a CFP® professional with 11 years of industry experience, currently serving at FI3 Financial Advisors, LLC. He holds the Series 65 designation and has been with FI3 Financial Advisors since 2015. Outside of his advisory role, Muse serves as a director on the board of the Presbyterian Foundation and as treasurer and board member for the Penrod Society, where he participates in governance and financial management. FI3 Financial Advisors, LLC operates as a multi-family office, primarily serving high-net-worth individuals and multi-generational families with comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management across public and private asset classes and offers proprietary private investment funds to accredited investors.

Matthew Simpson is a CFP® with 23 years of industry experience, currently serving at FI3 Financial Advisors, LLC since 2016. Based in Indianapolis, IN, he is part of an eight-advisor team. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families as a multi-family office, providing comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management across public and private asset classes and collaborates with trusted professionals to implement family-level financial strategies.

Ivan Hoffman is a CFP® and Series 65 credentialed financial advisor with 22 years of industry experience. He has been with FI3 Financial Advisors, LLC since 2013. Hoffman serves on the investment committee of the Lawrence Township School Foundation and is a member of the Joint Investment Board for the Central Indiana Community Foundation. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families as a multi-family office, offering comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm combines active and passive portfolio management with integrated financial planning across a broad range of public and private asset classes, including proprietary private funds with carried-interest arrangements.