Invst, LLC

Geoffrey Thomas is a financial advisor with Invst, LLC in Indianapolis, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at Woodbury Financial Services, Skyway Capital Markets, and SC Distributors. Outside of advising, he hosts the podcast *Financial Views with Local Brews* and serves as Board Treasurer for the Indiana Diaper Bank. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and combines fundamental, technical, and cyclical analysis to construct diversified portfolios.

Thomas Cudahy is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Invst, LLC since 2019. Prior to joining Invst, he worked at NYLife Securities LLC and New York Life Insurance Co from 2013 to 2019. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Scott Jarred is a CFP® professional with 23 years of experience in the financial industry. He has worked at Invst, LLC since 2016 and also has roles with Horizon Planning Group and Guardian Life Insurance Co. of America. Outside of his advisory work, he is involved with Jarred Holdings LLC, which develops and operates real estate projects. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Deborah Darchi is a CFP® and holds a Series 65 license, with nine years of industry experience. She has worked at Invst, LLC since 2021 and previously spent six years at Provise Management Group, LLC. Outside of her advisory role, she owns Debbee Dee, LLC, providing paraplanning consulting and financial planning services to other financial advisors, and is involved with Simpli Be LLC for Habit Finders Coaching. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering financial planning, investment management, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages about $1.565 billion in assets for over 2,000 clients through a team of 33 advisors.

Ethan Aguilar is a financial advisor at Invst, LLC in Indianapolis, holding a Series 65 credential. He has been with Invst since 2024 and is early in his professional career following his studies at Ball State University. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets with a team of 33 advisors and employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Amanda Oakley is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Invst, LLC since 2019, following tenures at Commonwealth Financial Network and Ameriprise. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages about $1.565 billion in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios tailored to client needs.

Ben Duronio is a financial advisor at Invst, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Guardian Life Insurance and Park Avenue Securities. Outside of his advisory role, he serves as an assistant wrestling coach at Ocean Township High School. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis.

James Barnash is a CFP® with 31 years of experience in financial advising. He currently works at Invst, LLC and has held positions with multiple firms including Ns Capital, LLC, and Edelman Financial Services, LLC. He is also involved in tax accounting and insurance services outside of his advisory role. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual and institutional clients. The firm manages approximately $1.565 billion in assets, employs a team of 33 advisors, and utilizes a combination of fundamental, technical, and cyclical analyses to build diversified portfolios.

Lloyd Easters is a financial advisor at Invst, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jarred Bunch Consulting, LLC since 2016 and Guardian Life Insurance since 2014. Outside of advising, he is involved in business and financial coaching and offers online and virtual courses. Invst, LLC serves individual clients including high-net-worth individuals, as well as pension and profit-sharing plans, providing financial planning, investment management, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and utilizes model portfolios and third-party strategists to meet client needs.

Kristina Rodriguez is a financial advisor at Invst, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Jarred Bunch Consulting for nine years. Outside of her advisory role, she is a Certified Financial Therapist and professional speaker through her ownership of Money Clarity & Co., LLC, and she serves on multiple nonprofit boards including The Lakeland TigerTown Rotary Club and Love is Fur Ever Dog Rescue. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individual and institutional clients, managing approximately $1.565 billion in assets. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and employs model portfolios and third-party strategists when appropriate.

Andrew Renz is a CFA® charterholder with three years of experience advising clients at Invst, LLC in Indianapolis, IN. Prior to joining Invst, he worked at Indiana University Health and RSM US LLP. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individual and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Parker Snead is a financial advisor at Invst, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Globe American Income and a lengthy tenure at Tampa Bay Brewing Co. Outside of finance, he has experience in the brewing industry. Invst, LLC offers financial planning, consulting, investment management, and retirement plan consulting services to individual clients and institutional plans. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Phillip Clark is a financial advisor with Invst, LLC in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked with Jarred Bunch Consulting, LLC since 2016 and Sii since 2013. Outside of his advisory role, Phillip is also a personal trainer. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individuals—including high-net-worth clients—as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Kyle Riddle is a CFP® professional with 10 years of industry experience, currently serving at Invst, LLC in Indianapolis, IN. He previously worked for Valeo Financial Advisors from 2015 to 2025. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and serves over 2,000 clients with approximately $1.565 billion in assets under management.

Ryan Averett is a financial advisor with Invst, LLC in Indianapolis, holding Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Brandon Halverson. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual and institutional clients, managing approximately $1.565 billion in assets. The firm employs fundamental, technical, and cyclical analysis to construct diversified portfolios and offers ongoing account monitoring and client reporting through a dedicated portal.