FI3 Financial Advisors, LLC

Nathan Kinney is a financial advisor at FI3 Financial Advisors, LLC in Indianapolis, IN, with five years of industry experience. He holds a Series 65 designation and has previously worked at The National Bank of Indianapolis, Capital Cities, L.L.C., and Commonwealth Bank & Trust. FI3 Financial Advisors is a fee-only multi-family office serving high-net-worth individuals, families, and select institutional clients, offering investment management, comprehensive wealth planning, and pension consulting. The firm combines traditional portfolio management with family leadership services and operates with explicit valuation and conflict-management procedures for private holdings.

Amy Hlavacek is a CFP® professional with six years of industry experience. She has been with FI3 Financial Advisors, LLC since 2019 and previously worked at BMO from 2015 to 2019. FI3 Financial Advisors is a fee-only multi-family office serving high-net-worth individuals, families, and select institutional and retirement-plan clients. The firm provides investment management, comprehensive wealth planning, and pension consulting, with a focus on an integrated Family CFO approach that includes asset allocation, manager selection, and family governance.

Kirstyn Simon is a CFP® with nine years of industry experience, currently serving as a financial advisor at FI3 Financial Advisors, LLC. She previously worked at JPMorgan Securities LLC and Range Finance, Inc. Outside of her advisory role, she is a partner and owner of Clementine Properties, LLC, where she maintains a residential rental property. FI3 Financial Advisors is a fee-only multi-family office serving high-net-worth individuals, families, and select institutional clients. The firm provides comprehensive wealth planning, investment management, and pension consulting, with a focus on an integrated Family CFO approach that includes asset allocation, manager selection, and family governance services.

Dylan Hamerin is a financial advisor at FI3 Financial Advisors, LLC in Indianapolis, holding a Series 65 designation. He joined the firm in 2022 and has prior work experience including roles at the University of Indianapolis, Cracker Barrel, and Western Boone Jr/Sr High School. Outside of his advisory role, he serves as a seasonal high school tennis coach in Thorntown, IN. FI3 Financial Advisors is a fee-only multi-family office serving high-net-worth individuals, families, and select institutional clients. The firm offers investment management, comprehensive wealth planning, and a Family Chief Financial Officer service tailored to multi-generational households, integrating asset allocation, manager selection, and family governance with coordination among other professional advisors.

Robert Schaefer is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at FI3 Financial Advisors, LLC. He previously worked at Oxford Financial Group, Ltd. for 27 years. FI3 Financial Advisors is a fee-only multi-family office that serves high-net-worth individuals, families, and select institutional clients, offering investment management, comprehensive wealth planning, and pension consulting. The firm integrates asset allocation, manager selection, liquidity and liability management, and family governance with coordination among professional advisors, and provides specialized Family CFO services tailored to multi-generational households.

Alexander Alessia is a CFP® professional with five years of industry experience. He is currently with FI3 Financial Advisors, LLC and has previously worked at Securities America Advisors, Securities America, Inc., The Spectrum Financial Group, Inc., Probo Medical, and Hanover College. FI3 Financial Advisors is a fee-only multi-family office serving high-net-worth individuals, families, and select institutional clients, offering investment management, wealth planning, and pension consulting. The firm provides integrated Family CFO services, combining asset allocation, manager selection, and family governance with coordination among professional advisors.

John Sauder is a financial advisor at FI3 Financial Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with FI3 since 2017. In addition to his advisory role, he provides business and tax consulting services through his separate firm, JDS Advisory LLC. FI3 Financial Advisors is a fee-only multi-family office serving high-net-worth individuals, families, and select institutional clients. The firm offers comprehensive wealth planning, investment management, and a Family Chief Financial Officer service tailored to multi-generational households.

Garrett Kern is a CFP® professional with five years of experience at FI3 Financial Advisors, LLC in Indianapolis, IN. Prior to joining FI3 Advisors, he studied at Butler University. FI3 Financial Advisors is a fee-only multi-family office serving high-net-worth individuals, families, and select institutional clients. The firm offers investment management, comprehensive wealth planning, and a Family Chief Financial Officer service that integrates asset allocation, manager selection, and family governance with coordination among professional advisors.

Thays Rodrigues Cardoso is a CFP® professional with six years of industry experience, currently serving at FI3 Financial Advisors, LLC. Prior to joining FI3, Thays worked at Westpoint Financial Group and has a background that includes completing an MBA and serving as an assistant coach at Hanover College. FI3 Financial Advisors is a fee-only multi-family office serving high-net-worth individuals, families, and select institutional clients. The firm offers comprehensive wealth planning, investment management, and pension consulting, with a focus on a Family CFO approach that integrates asset allocation, manager selection, and family governance alongside coordination with other professional advisors.

Samuel Muse is a CFP® professional with 10 years of industry experience, currently serving as an advisor at FI3 Financial Advisors, LLC since 2015. He holds the Series 65 license and participates in nonprofit governance as a board director for the Presbyterian Foundation and as Treasurer and board member of the Penrod Society. FI3 Financial Advisors is a fee-only multi-family office serving high-net-worth individuals, families, and select institutional clients. The firm provides investment management, comprehensive wealth planning, and pension consulting, emphasizing an integrated Family CFO approach that includes asset allocation, family governance, and coordination with other professional advisors.

Matthew Simpson is a CFP® professional with 22 years of experience in financial advising. He has been with FI3 Financial Advisors, LLC since 2016 and previously worked at Oxford Financial Group, Ltd from 2004 to 2016. He holds a Series 65 license and is based in Indianapolis, IN. FI3 Financial Advisors is a fee-only multi-family office that serves high-net-worth individuals, families, and select institutional and retirement-plan clients. The firm provides investment management, comprehensive wealth planning, and pension consulting, with a focus on an integrated Family CFO approach that includes asset allocation, manager selection, and family governance.

Ivan Hoffman is a CFP® with 22 years of industry experience and has been with FI3 Financial Advisors, LLC since 2013. He serves on the investment committees of the Lawrence Township School Foundation and the Central Indiana Community Foundation. He is also a minority owner and investor in Ardlussa Capital, LLC, a private equity firm. FI3 Financial Advisors is a fee-only multi-family office serving high-net-worth individuals, families, and select institutional clients. The firm offers comprehensive wealth planning, investment management, and pension consulting, emphasizing an integrated Family CFO approach that includes asset allocation, manager selection, and family governance combined with coordination among professional advisors.