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Jason M. Gust, CPA, MST

ekiser on June 12, 2026

Jason Gust serves as a Managing Director and Family Office Fellow at Oxford Financial Group, Ltd. In this role, he draws on more than a decade of progressive financial leadership and advanced tax planning expertise to assist affluent families, multi-generational trusts and business owners with sophisticated wealth preservation and capital deployment strategies. Jason brings a comprehensive, holistic approach to client relationships, helping clients navigate family dynamics, liquidity expectations and asset protection needs.

Before joining Oxford, Jason was Director of Finance at VA Enterprises LLC, where he led tax strategy, treasury functions and wealth operations for an ultra-high-net-worth single-family office. Prior to that, he served as Controller at Buttonwood Capital Management LLC, overseeing accounting and compliance for complex multi-entity family structures while modernizing enterprise technology to improve consolidated reporting.

Jason earned his Bachelor of Science in Administration and Accounting (BSBA), magna cum laude, from Aquinas College and his Master of Science in Taxation (MST) from Grand Valley State University. He holds a Certified Public Accountant (CPA) certificate. His advanced tax studies focused on estate, gift, individual and complex entity-level compliance.

Jason resides in Ada, Michigan, with his wife Melissa, their two children and their Golden Retriever. Outside of work, he enjoys golf, collecting mechanical watches, cast-iron cooking and World War II history.

Ashlee D. Walton, CFP®

ekiser on April 7, 2026

About Ashlee D. Walton, CFP®

Ashlee Walton is a Managing Director at Oxford Financial Group, Ltd., where she advises multigenerational families on holistic wealth planning, governance and legacy strategies. She coordinates estate and tax planning, business succession, philanthropic strategy and trust administration, translating complex concepts into clear, actionable plans. She also collaborates with outside counsel, tax advisors and investment professionals to deliver cohesive plans tailored to each family’s values.

Previously, Ashlee served as Senior Advisor and Tax Strategist at Goldstone Financial Group, where she developed and maintained client partnerships through relationship-driven growth and client education, and provided comprehensive tax planning and multiyear strategic reviews for high-net-worth clients. Prior to that, she was a Senior Financial Planner at James Investment Research, where she developed the firm’s financial planning framework and fee model and served as lead advisor on complex client relationships, integrating tax, estate, retirement, investment and charitable strategies in collaboration with CPAs and attorneys.

Ashlee holds a Bachelor of Science in Financial Services from Wright State University and is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional.

A frequent presenter and educator, Ashlee has led seminars and classes on tax planning, retirement strategies and wealth management for clients, professional groups and community organizations. She has also appeared on broadcast and digital platforms and has been quoted in print on personal finance and tax topics.

Ashlee’s primary focus is her family. She and her husband and daughter have several pets and enjoy outdoor activities such as Jeep outings, hiking and camping, but they also value quiet time at home. In her spare moments, Ashlee is an avid reader.

Ryan M. Grand, MBA

ekiser on February 23, 2026

About Ryan M. Grand, MBA

Ryan Grand serves as Managing Director, Mayfair Capital Partners and is an Oxford Investment Fellow® with Oxford Financial Group, Ltd. In this role, Ryan leads the deal origination efforts within Mayfair Capital Partners through building and maintaining relationships with intermediaries, executives and key stakeholders across the North American mergers and acquisitions (M&A) ecosystem. Mayfair Capital Partners focuses on making direct private equity investments in middle market companies.

Most recently, Ryan served as Head of Business Development at Red Arts Capital, where he led the firm’s investment sourcing efforts. He has spent the bulk of his career in private equity through holding various roles at EO Capital Partners and Hammond, Kennedy, Whitney & Company, Inc. Ryan began his career in municipal finance at Mesirow Financial before moving to Jefferies LLC.

Ryan graduated summa cum laude from Wabash College and earned his MBA from the University of Chicago Booth School of Business.

Beyond his role at Oxford, Ryan is actively involved in his local community through serving on the board of Little Red Door Cancer Agency and has served in similar roles with Happy Hollow Children’s Camp and Brebeuf Jesuit Preparatory School in the past.

Outside of work, Ryan enjoys spending time on the golf course, appreciating both the constant challenge of the game and the opportunity to connect with others. He also loves traveling internationally and exploring new cultures and food. Ryan lives in Indianapolis with his wife, Alison, and their two daughters.

Neal G. Davis, CFA, CFP®

ekiser on December 19, 2025

About Neal G. Davis, CFA, CFP®

Neal Davis serves as Managing Director at Oxford Financial Group, Ltd., where he leads client relationships by providing tailored investment advice and integrating Oxford’s comprehensive offerings into customized solutions that address each client’s unique needs.

Previously, Neal held the role of Vice President and Senior Portfolio Manager in the Private Client Group at Fort Washington Investment Advisors, Inc. There, he oversaw investment strategy, portfolio management and the supervision of assets for ultra-high-net-worth families and institutions. Earlier in his career, Neal spent nine years at Buckingham Advisors as a Senior Portfolio Manager, where he managed client assets, conducted equity research and developed operational efficiencies across the firm.

Neal earned his Bachelor of Science in Family Financial Management from The Ohio State University. He holds the Chartered Financial Analyst (CFA) designation, is a CERTIFIED FINANCIAL PLANNER (CFP®) certificant and has a Series 65 license.

Dedicated to service beyond his professional responsibilities, Neal is a member of the Cincinnati CFA Society and volunteers with Adopt A Class and the Boys & Girls Club of Cincinnati, promoting financial literacy among local youth.

Neal resides in Cincinnati with his fiancée, Chelsea, and their French Bulldog, Cookie. He is passionate about travel, is an avid aviation enthusiast who earned his private pilot license and enjoys supporting The Ohio State Buckeyes, cycling, fitness and reading.

Russell G. DeLibero, PHD, CFP®, CHFC®, CLU®, AEP®

ekiser on October 10, 2025

About Russell G. DeLibero, PHD, CFP®, CHFC®, CLU®, AEP®

Russ DeLibero is the Chief Wealth Planning Officer at Oxford Financial Group, Ltd. In this role, he leads complex and sophisticated estate and wealth planning initiatives while providing strategic direction to the Family Office Services Technical (FOST) team. He is also a member of Oxford’s Senior Leadership Team.

With more than 20 years of experience in financial planning, Russ brings deep expertise and perspective to his work with ultra‐high‐net‐worth families. Before joining Oxford, he served as a Vice President in the Asset and Wealth Management division of Goldman Sachs, where he advised families on trust and estate, tax, retirement, philanthropic and insurance planning. He also led the firm’s Private Placement Insurance efforts. Prior to Goldman Sachs, Russ was a Vice President in Merrill Lynch’s Wealth Structuring Group, where he led a team focused on trust, estate and insurance planning.

Russ earned a Bachelor of Science degree in Finance from Rutgers University and a Master of Science degree in Financial Services from The American College. He later earned his Doctor of Philosophy (PhD) in Financial and Retirement Planning from The American College.

Russ holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Accredited Estate Planner (AEP®) designations. A recognized thought leader, Russ is a national speaker and author, presenting at leading institutions such as Heckerling, National Association of Estate Planners & Councils (NAEPC), USC and Emory. He is also a member of the Atlanta Estate Planning Council.

Russ resides in Marietta, Georgia, with his wife, Jenn, and their son. Outside of his professional work, he enjoys motorsports racing, traveling and running.

Michael E. Larson, MBA, CFP®

ekiser on September 17, 2025

About Michael E. Larson, MBA, CFP®

Michael Larson is a Wealth Advisor at Oxford Financial Group, Ltd. Having more than 20 years of experience serving individuals and their families in financial and wealth planning, he works to help grow and expand relationships with the clients and multi-generational families he serves. In this role, he consults and advises clients in all aspects of the financial planning process, including cash flow management, investment management and tax and estate planning.

Michael originally joined Oxford in 2016 as a Relationship Manager where he worked closely with clients to gain a deep understanding of their financial objectives. He also partnered with Managing Directors to determine the best solutions and services to help clients achieve their goals.

Prior to joining Oxford, Michael served as an Associate Portfolio Consultant at Charles Schwab & Co., Inc. In that role, he worked with high-net-worth clients to identify deficiencies in their portfolio allocation and overall investment strategy. He also provided education to clients and their families on various wealth management strategies to help them meet their long-term goals and objectives.

Michael earned his bachelor of arts degree in english literature from Indiana University and his master’s degree in business administration from the University of Phoenix. Michael is a Certified Financial Planner™ professional and currently maintains his Series 65 Investment Advisor Registration.

Michael has a unique aptitude and passion for facilitating clients in identifying their financial planning goals. His ability to assist clients in navigating challenges during their various stages of life make him an excellent partner to the clients he serves.

Michael, his wife Holly and their three children reside in Fishers, Indiana. During their free time they enjoy traveling and spending time in the great outdoors.

James R. Wright, CFP®, CMFC®

ekiser on September 17, 2025

About James R. Wright, CFP®, CMFC®

James Wright is a Wealth Advisor at Oxford Financial Group, Ltd. With more than 20 years of experience in the financial services industry, James seeks to maintain, deepen and expand relationships with the existing clients and multi-generational families he serves. His responsibilities include all aspects of the financial planning process, including cash flow management, investment management and tax and estate planning.

James originally joined Oxford in 2014 as a Client Service Manager. Along his path of career advancement, James was promoted on multiple occasions, first to the role of Client Relationship Strategist, then to Senior Relationship Manager and on to Client Service Supervisor.

In his prior position as Client Service Supervisor, James oversaw Oxford’s team of Relationship Managers, serving as a technical resource to ensure the seamless coordination and implementation of the financial needs and goals of Oxford’s clients.

Prior to joining Oxford, James was a financial planner for a fee-only financial planning and investment management firm where he worked closely with high-net-worth clients in all aspects of financial planning and wealth management.

James holds a Certified Financial Planner™ designation as well as a Chartered Mutual Fund Counselor℠ (CMFC®) designation.

James earned a Bachelor of Science degree in Finance with a concentration in Financial Planning and minor in Insurance from Ball State University.

James and his wife live in north Indianapolis with their two sons. They enjoy sports, spending time with family and being outdoors.

Jacque M. Nolan, CFP®, CIMA®

ekiser on September 17, 2025

About Jacque M. Nolan, CFP®, CIMA®

Jacque Nolan is a Wealth Advisor at Oxford Financial Group, Ltd. With nearly 10 years of experience serving individuals and their families in financial and wealth planning, she works to help grow and expand relationships with the clients and multigenerational families she serves. In this role, she consults and advises clients in all aspects of the financial planning process, including cash flow management, investment management and tax and estate planning. 

Jacque joined Oxford in 2021 as a Relationship Manager where she worked closely with clients to gain a deep understanding of their financial objectives. She also partnered with Managing Directors to determine the best solutions and services to help clients achieve their goals.

Prior to joining Oxford, Jacque served as an Associate Relationship Strategist in PNC’s Wealth Management department. In this role, she acted as the main point of contact for her clients and helped provide financial planning services to meet their needs.

Jacque earned her Bachelor of Science degree in Finance and Technology Management from Indiana University’s Kelley School of Business. Additionally, she is a Certified Financial Planner™ professional and holds the Certified Investment Management Analyst® (CIMA®) designation.

Jacque is originally from the Indianapolis area and currently resides in a northern suburb with her husband, Will. In her free time, Jacque enjoys being active, spending time with family and friends and traveling to new places.

Jacque has the unique ability to understand her clients’ distinctive situations and recognizes that tailoring customized financial solutions and investment strategies is of the upmost importance when assisting them to achieve their long-term goals.

Christopher B. Gioia

ekiser on August 27, 2025

About Christopher B. Gioia

Chris Gioia is a Managing Director at Oxford Financial Group, Ltd., where he leverages his extensive investment experience across asset classes to help multi-generational families and business owners navigate the complexities of wealth. Chris focuses on deeply understanding each client’s needs, goals and values—translating them into a comprehensive plan developed in close collaboration with Oxford’s Family Office Services and Investment teams.

Prior to Oxford, Chris worked within a single-family office, giving him firsthand insight into the nuanced needs, dynamics and aspirations of multi-generational families. This perspective informs his commitment to building enduring client relationships and delivering strategies that align wealth with purpose, preserve legacy and create clarity across generations.

Chris began his career in the Investment Banking Division at Cowen and Company, where he advised business owners in the Aerospace and Defense sector on mergers, acquisitions and capital raising strategies. He spent over a decade in New York, primarily on the buy-side. At Ramius LLC—and later at ArmaVir Partners, a firm he co-founded with former Ramius colleagues—Chris focused on direct private equity and growth equity investments across a range of industries.

Chris holds a bachelor’s degree in English Literature from Princeton University. He serves on the Board of Directors of Bassett Mirror Company, a privately held multigenerational business and is also a member of the Audit Committee at Palm Beach Day Academy.

A native of Nashville, Tennessee, he now resides in West Palm Beach with his wife, Liza, and their two children. In his free time, Chris enjoys tennis, golf, traveling, staying active and spending time with his family.

Alexandra L. Neff

ekiser on March 25, 2025

About Alexandra L. Neff

Alexandra (Alex) Neff is Chief Marketing Officer for Oxford Financial Group, Ltd. She is responsible for marketing strategy and growing awareness for the Oxford brand. In this role, Alex utilizes her over 15 years of experience driving innovative brand marketing, public relations and strategic initiatives to lead transformative marketing of the Oxford brand to create lasting impact and drive the growth of the firm.

Known for a unique blend of creativity, data-driven insights and leadership, Alex has played a pivotal role in elevating brand identities, crafting compelling narratives and driving revenue growth across multiple markets. Throughout her career, Alex has honed her expertise in developing high-impact marketing strategies that resonate with diverse consumer segments. With a deep understanding of both traditional and digital marketing, Alex has successfully led cross-functional teams to launch integrated campaigns that connect with audiences, build brand loyalty and increase market share.

Prior to her current role as Chief Marketing Officer, Alex oversaw the global marketing strategy for Brizo®, a luxury fittings brand, where her leadership led to numerous award-winning campaigns and partnerships.

Alex is a graduate of DePauw University and prefers to spend her free time with her German Shorthair Pointer, Mojo, or with friends and family over a nice glass of wine.