Indianapolis, IN E 96th St Office

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.

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.

Andrew Renz is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Invst, LLC. His prior experience includes roles at Indiana University Health and RSM US LLP. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting for 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 team of 33 advisors, using a combination of fundamental, technical, and cyclical analysis to build diversified portfolios.

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 nine years of experience in financial advising. He has been with Valeo Financial Advisors since 2015. Invst, LLC offers 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 and employs a team of 33 advisors serving over 2,000 clients, utilizing a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Ryan Averett is a financial advisor with Invst, LLC in Indianapolis, IN, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Brandon Halverson, and Shane Waller. Outside of advisory work, he has experience with Vision Real Estate. 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 employs a multi-faceted investment approach combining fundamental, technical, and cyclical analysis, and manages approximately $1.565 billion in assets for over 2,100 clients.

Peter Welsh is a financial advisor at Invst, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thurston Springer and OneAmerica Securities. In addition to his advisory role, he serves as Managing Director of Retirement and Wealth at Ispira Financial in a management capacity. 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 manages approximately $1.565 billion in assets and employs a team of 33 advisors, utilizing a combination of fundamental, technical, and cyclical analysis to build diversified portfolios.

Edward Gill III is a financial advisor with Invst, LLC, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining Invst in 2024, he worked at Northwestern Mutual Wealth Management Company, Mark Wise, and Wells Fargo Advisors. Outside of finance, he owns and manages All Out Training, a basketball skill development business, and serves as a basketball analyst for Fox Sports. 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 employs fundamental, technical, and cyclical analysis to build diversified portfolios and serves over 2,000 clients with more than $1.5 billion in assets under management.

Nathaniel White is a financial advisor with Invst, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Spectrum Wealth Management, Oxford Financial Group, and Stifel. 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 uses 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.

Joshua Peters is a financial advisor at Invst, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Boston Mountain Money Management, Cephas Fiduciary Investments, and Cloud Capital LLC. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting services 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 through a team of 33 advisors, utilizing fundamental, technical, and cyclical analysis to construct diversified portfolios and employing model portfolios and third-party strategists where appropriate.