Oxford Financial Group, Ltd.™ is a registered investment adviser founded in 1981 by Jeffrey H. Thomasson. The firm operates as a fee-only financial and investment advisory firm, focusing on enhancing clients' financial lives and legacies. Services include family office services, Chief Investment Officer (CIO) services, and tailored services like M25 Counsel and Swindon Transition Counsel®. The firm offers a wide range of services, access to global investment opportunities, and multi-generational estate and financial planning strategies. For family office services, clients engage in financial planning, investment planning for family wealth, and family strategic planning. The CIO services include developing Investment Policy Statements, investment manager search and selection, and performance monitoring. The firm does not participate in wrap-fee programs and has assets under management of $19.65 billion as of December 31, 2024. Fees for CIO services vary based on the type of assets managed, with fees ranging from 0.20% to 2.00% based on the asset value. The firm does not charge performance-based fees. Oxford does not participate in soft dollar arrangements and has a policy to correct trade errors to ensure clients are not harmed. The firm offers discretionary and non-discretionary investment services, with discretionary services allowing Oxford to make adjustments to client portfolios without seeking client approval each time. Oxford does not exercise proxy voting authority over client securities. Clients receive quarterly account statements and periodic reviews of their accounts. Oxford has not had any adverse financial conditions affecting its ability to meet commitments.

Winthrop Capital Management, LLC, established in Carmel, IN, offers investment advisory, sub-advisory, and consulting services to various clients, including high net worth individuals and institutional entities. The firm primarily serves clients through financial intermediaries and provides investment management services to clients of other advisors. Winthrop Capital Management offers investment advisory services, portfolio models, sub-advisory services, unified management account programs, private placements, and specialty services tailored to meet client goals and objectives. The firm charges investment advisory fees ranging from 0.10% to 1.50% per annum based on the account size and management strategy employed. Clients have the option for discretionary or non-discretionary management, with a minimum account size generally set at $500,000. Winthrop Capital Management acts as a fiduciary, providing investment advice in the best interest of clients. The firm has a Code of Ethics in place and offers proxy voting services to ensure client interests are prioritized. Additionally, the firm does not accept compensation for the sale of securities and has procedures in place to address trade errors and class action lawsuits.

ProCourse Fiduciary Advisors, LLC, operating as MJ Retirement, is an SEC-registered investment adviser founded in May 2012. The firm specializes in providing customized advisory services to retirement plan sponsors, foundations, corporations, and individual investors. As of December 2024, MJ Retirement manages over $1.6 billion in client assets on a discretionary basis and over $3.4 billion on a non-discretionary basis. The firm offers services such as investment policy statement development, asset allocation analysis, investment manager search and due diligence, and fiduciary training for retirement plan clients. Additionally, MJ Retirement provides wealth management services, including financial planning and investment advisory services based on clients' goals and risk tolerance. The firm acts as a co-fiduciary under ERISA and is a wholly-owned subsidiary of MJ Insurance, Inc. The Chief Executive Officer and Chief Investment Officer is Douglas G. Prince, and the Chief Operations Officer is Brea Dantin. MJ Retirement does not charge performance-based fees, manages accounts on a discretionary basis, and does not accept authority to vote client securities. The firm's fee structure for institutional clients is negotiable, while wealth management clients are charged a percentage of assets under advisement. MJ Retirement maintains a relationship with Stifel, Nicolaus & Company, Incorporated, and has adopted a Code of Ethics to ensure client interests are prioritized. The firm does not have any reportable legal or disciplinary actions.

Indie Asset Partners, LLC is a financial advisory firm based in Carmel, Indiana. It currently has approximately $725,036,045 of assets under management and employs about 14 people. Indie Asset Partners, LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and asset-based percentage or hourly fees for family office services.

Archer Investment Corporation, established in 2005, manages The Archer Funds and separately managed accounts. The firm offers comprehensive or limited scope investment advisory services tailored to individual needs, encompassing asset allocation, risk control, and tax considerations. Clients can opt for discretionary or non-discretionary management on a fee-only basis, with fees ranging from 0.50% to 1.00% based on account size. The firm's investment strategy involves a diversified selection of assets, including equities, fixed income instruments, mutual funds, and options. Archer manages approximately $900 million on a discretionary basis as of December 31, 2024. The firm does not engage in performance-based fees and generally serves investment companies, trusts, pension plans, individuals, and corporations with a minimum account size of $25,000 for separately managed accounts. Investment decisions are made based on risk tolerance, time horizon, and liquidity needs. Clients have the option to impose restrictions on investing in certain securities. Archer operates under a fiduciary duty when providing investment advice for retirement accounts. The firm's investment analysis considers various risks, including market volatility, liquidity, and cybersecurity. Archer's personnel do not accept compensation for the sale of securities and are primarily compensated through client fees. The firm actively reviews client accounts quarterly and offers discretionary investment management services. Archer's brokerage practices involve recommending specific broker-dealers for transactions, with the option for clients to direct brokerage. The firm does not have custody of client accounts and provides investment discretion for securities transactions. Archer's internal manager votes on proxies for pooled investments, while clients can direct voting for individual securities. The firm discloses potential conflicts of interest related to proprietary funds and affiliated companies. Archer's employees adhere to a Code of Ethics and maintain high ethical standards in their professional conduct. The firm also engages in client referrals with written agreements and supervises its employees to ensure compliance with regulations.

Shepherd Financial Investment Advisory, LLC, established in September 2017, offers investment advisory services to ERISA-qualified and non-qualified retirement plans, individuals, and high-net-worth clients. The firm provides wealth management services tailored to clients' investment objectives, risk tolerance, and financial circumstances. Investment strategies include asset allocation, portfolio design, and independent investment manager selection. The firm's fee structure ranges from 0.50% to 1.20% annually based on the scope of services and client assets. Wealth planning services are available at no additional charge for clients with over $500,000 in assets under management. The firm may recommend no-load mutual funds, individual securities, and pooled investment vehicles. Clients receive quarterly account statements directly from the custodian. Shepherd does not charge performance-based fees and acts in clients' best interests. The firm's owners and advisors are registered representatives of Lincoln Investment, and may receive compensation for insurance product referrals. Clients may grant investment discretion to the firm, and voting of client securities is not conducted by Shepherd. The firm does not engage in soft dollar arrangements or directed brokerage practices.

CID Capital II, Inc. is a registered investment adviser specializing in private equity investments in lower middle market companies in the United States. Established in January 2007, the firm manages four funds and invests primarily in non-public companies through negotiated transactions. Their investment strategy targets high-quality, profitable companies with growth potential, typically with $3.0 to $10.0 million of EBITDA. CID Capital's services include identifying investment opportunities, negotiating terms, managing investments, and selling them. The firm's principal owners are Eric Bruun, Steve Cobb, Eric Derheimer, and Cory Heck. CID Capital charges management fees based on the Funds' limited partnership agreements, typically starting at 2.0% of aggregate limited partners' committed capital. The firm also receives performance-based fees known as carried interest, generally set at 20% of capital gains. Clients include high net worth individuals, institutional investors, and certain CID Capital employees. The firm's investment philosophy focuses on long-term commitments and managing risk factors, such as competition for investments, illiquidity of limited partnership interests, and cybersecurity risks. CID Capital's custody practices involve annual financial statement audits for the Funds and maintaining custodial accounts at various banks. The firm has discretionary authority to buy and sell securities on behalf of clients and vote proxies in the best interest of clients. CID Capital's financial information indicates a stable financial condition with no bankruptcy proceedings or financial commitments impairing its ability to meet obligations.

Halter Ferguson Financial, Inc. is a registered investment adviser founded in 1986 by Bradford S. Ferguson, CFA, based in Carmel, Indiana. The firm specializes in fee-only financial planning and investment advisory services for individuals and businesses, offering discretionary portfolio management services. Clients entrust Halter Ferguson Financial with the authority to buy and sell securities, select custodians, and manage their accounts within specified parameters. The firm also caters to "REBELLIONAIRES," clients with a non-diversified investment approach. Halter Ferguson Financial acts as a fiduciary, obligated to prioritize clients' best interests. The minimum client relationship size is typically $1,000,000 but negotiable. The fee structure for discretionary portfolio management services is tiered based on household assets, with fees assessed quarterly and billed based on the market value of assets. The firm uses fundamental analysis to select investments and offers financial planning services. Halter Ferguson Financial does not charge performance-based fees, engages in side-by-side management, or directly compensate for client referrals. The firm does not have physical custody of client funds and uses Charles Schwab & Co., Inc. or Fidelity Institutional Wealth Services as custodians. Clients receive regular account reviews and have the option to connect external accounts for management. Halter Ferguson Financial's professionals include Bradford S. Ferguson, Tiffany White, Matthew Smith, and Benjamin Weber, who provide advisory services under the supervision of Matthew Smith, the Chief Compliance Officer.

Monon Wealth Management is a financial advisory firm based in Carmel, Indiana. It currently has approximately $246,025,287 of assets under management and employs about 8 people. Monon Wealth Management uses a fee structure of a percentage of assets under your management and fixed fees.