ARGI Investment Committee

ARGI Financial Group has an internal Investment Committee (IC) who meets formally on a quarterly basis. The IC has a wide range of professionals who each bring a unique viewpoint to the table. The IC has over 110 years of combined professional investment experience which helps guide our firm and clients through various market cycles. Some members of our IC hold one or more of the following credentials: PhD, J.D., MBA, CIMA®, CFP®, and ChFC®.


The IC is responsible for the creation, maintenance, and monitoring of ARGI's proprietary investment portfolios. The IC's prime core value is to strive for World Class Investment Management, and secondly, to offer flexibility to clients and advisors alike. ARGI's IC can accommodate unique situations into model portfolios such as maintaining an individual stock position or purchasing a unique security. The IC uses among the most advanced technological systems and is constantly pursuing more optimal software and research platforms to enable better service.

Investment Committee Members

Ron Butt, CFP®

Senior Partner, Financial Planner

Jeffrey Sexton, MBA, JD, CIMA®

Managing Partner, Delux Capital Group,
Advisor to the Investment Committee

Joe Tichenor, CFP®

Partner, Financial Planner

Adam Hornek

Senior Financial Associate

Dr. Indu Chhachhi

Financial Planner, Investment Specialist


Dan Cupkovic, CFP®


Manager of Investment Services


Mike Waldridge, ChFC®

Financial Planner

Matt Westfall

Financial Associate

Kevin Lynch, JD, CFP®

Financial Planner


The return and principal value of equities will fluctuate with changes in market conditions. When redeemed, share may be worth more or less that their original cost. Investments seeking to achieve higher rates of return generally involve a higher degree of risk of principal. Neither diversification nor rebalancing can ensure a profit or protect against a loss. The strategies mentioned may differ significantly from the securities held in the comparable benchmark of index. An index is unmanaged and no available for direct investment; therefore its performance will not reflect the expenses and costs associated with active management of actual portfolio. In general the bond market is volatile, and fixed income securities carry interest rate, inflation, credit and default risks. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss. ETFs will fluctuate with changes in market conditions. Since ETFs trade like stocks, they are subject to brokerage feeds and trading spreads. ETFs do not necessarily trade at the net asset values of their underlying holdings, meaning an ETF could potentially trade above or below the value of the underlying portfolio.

Advisory services offered through ARGI Investment Services, LLC, a Registered Investment Adviser.