Deerfield

Marcus Miller is a CFP® with 14 years of experience in the financial advisory industry, currently serving at Deerfield Financial Advisors since 2012. He holds a Series 66 license and is based in Carmel, Indiana. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm manages approximately $958.7 million in client assets, emphasizing diversified, asset-class-focused portfolios with a modified passive management style that uses low-cost funds and periodic rebalancing.

Nathan Melchi is a financial advisor at Deerfield with Series 66 credentials and approximately one year of experience in the industry. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and State Bank. Outside of finance, his work history includes diverse roles at companies such as Doordash and Pure Edible Oils. Deerfield is a mid-sized advisory team serving individuals, plan sponsors, trusts, and other private clients with wealth management, investment management, financial planning, and retirement-plan services. The firm employs a diversified, asset-class-focused investment approach with a modified passive management style, supported by an internal CIO Cabinet and fundamental equity and fixed-income analysis.

Aidan Finet is a CFP® professional with eight years of experience at Deerfield Financial Advisors. Prior to joining Deerfield, he worked at Kilroy's on Kirkwood and Galecki Financial Management, Inc., and has a background that includes time at Indiana University. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm manages approximately $958.7 million in client assets and employs a modified passive management style focused on diversified, asset-class portfolios using low-cost funds and periodic rebalancing.

Bradley Cougill is a CFP® with 26 years of industry experience and has been with Deerfield Financial Advisors, Inc. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Cougill manages farming activities through a family LLC located at his residence. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm employs a diversified, asset-class-focused investment approach with a modified passive management style, utilizing low-cost funds and periodic rebalancing.

Susan Steel is a CFP® professional with 26 years of experience in the financial advisory industry. She has been with Deerfield Financial Advisors, Inc. since 1991. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm manages approximately $958.7 million in client assets and employs a modified passive investment approach focused on diversified, asset-class portfolios using low-cost funds and periodic rebalancing.

Matthew Roop is a CFP® with 14 years of industry experience and has been with Deerfield Financial Advisors, Inc. since 2015. He holds Series 63 and Series 65 licenses and is based in Carmel, IN. Deerfield provides wealth management, investment management, financial planning, and retirement-plan services to individuals, plan sponsors, trusts, and other private clients. The firm manages approximately $958.7 million in assets and employs a diversified, asset-class-focused investment approach with a modified passive management style.