Avalon Wealth Advisory, Inc.

Nolan Clay is a CFP® professional with three years of experience at Avalon Wealth Advisory, Inc. in Indianapolis, IN. Prior to joining Avalon, he completed his education at Ball State University. Avalon Wealth Advisory is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm focuses on personalized financial planning and investment advice, emphasizing asset allocation and third-party portfolio manager selection while maintaining policies such as not accepting discretionary authority or custody of client assets.

Jason Armbrust is a CFP® professional with 10 years of industry experience. He has worked at Avalon Wealth Advisory, Inc. since 2021 and previously spent five years with Oxford Financial Group, Ltd. Avalon Wealth Advisory is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm focuses on personalized financial and investment planning, emphasizing asset allocation and third-party portfolio manager selection while monitoring performance and conducting regular reviews.

Jeffrey Moheban is a CFP® professional with 26 years of experience in financial advising. He has been with Avalon Wealth Advisory, Inc. since 1999. Avalon Wealth Advisory is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm focuses on personalized financial planning and investment advice, emphasizing asset allocation and third-party portfolio manager selection while maintaining policies such as no discretionary authority and no custody of client assets.

Matthew Eckert is a CFP® professional with 25 years of industry experience, currently serving at Avalon Wealth Advisory, Inc. in Indianapolis, IN, where he has worked since 2000. He holds Series 63 and Series 65 licenses and is part of a six-advisor team. Avalon Wealth Advisory is a fee-only registered investment adviser that provides personalized financial planning and investment advice to individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm emphasizes collaborative asset allocation and investment policy development, monitoring third-party portfolio managers without exercising discretionary trading authority.

Crystal Jacquay is a financial advisor at Avalon Wealth Advisory, Inc. in Indianapolis, IN, holding a Series 65 designation with four years of industry experience. She has been with Avalon Wealth Advisory since 2020 and previously worked at Oxford Financial Group from 2011 to 2020. Avalon Wealth Advisory is a fee-only registered investment adviser that provides personalized financial planning, investment advice, and consultative services to individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm focuses on developing asset allocation and investment policy with clients, recommending third-party portfolio managers, and conducts formal reviews at least quarterly while maintaining policies such as not accepting discretionary authority or voting client proxies.

Nicole Yankauskas is a CFP® professional with 11 years of industry experience. She has been with Avalon Wealth Advisory, Inc. since 2011. Avalon Wealth Advisory is a fee-only registered investment adviser that provides personalized financial and portfolio planning to individuals, trusts, estates, charitable organizations, and pension plans. The firm emphasizes client collaboration in asset allocation and investment policy and primarily recommends third-party portfolio managers, maintaining a policy of no discretionary trading authority or client asset custody.