Oxford Financial Group, Ltd.(TM) expands investment platform with two Managing Director appointments. Oct 07, 2026, 09:00 ET Scott K. Ryan and Nicholas O. Detmer bring institutional investment leadership from endowment, public pension and consulting roles to Oxford's private markets team CARMEL, Ind., Oct. 7, 2026 /PRNewswire/ - Oxford Financial Group, Ltd., one of the largest independent RIA firms in the country, has appointed Scott K. Ryan, MBA, CFA, and Nicholas O. Detmer, MBA, CFA, CAIA, as Managing Directors and partners of the firm. Ryan and Detmer join Regent Street, Oxford's private markets team, where they will lead the sourcing, due diligence and monitoring of primary fund commitments and co-investments, including opportunities with emerging managers. Together, they bring institutional investment experience from the Indiana University Foundation, the Indiana Public Retirement System and Aksia. Both will also serve as Oxford Investment Fellows(R), fully dedicated to the firm's investment work. Oxford Investment Fellows hold senior investment leadership roles within the firm and bring institutional-grade expertise across family offices, foundations, endowments, pension plans and insurance companies. "We made private markets a core part of how we invest for clients more than 25 years ago, well before it was common for firms like ours," said Jeffrey H. Thomasson, MBA, CFP(R), CEO and Managing Director of Oxford Financial Group, Ltd. "Many of the families who come to Oxford have recently sold a business, and they're looking for a thoughtful way to put that capital back to work in private companies. Scott and Nick have spent their careers making exactly those decisions for an endowment and a state pension fund, and we're fortunate to have them bringing that institutional discipline to the families Oxford serves." Ryan spent more than 11 years as Senior Director of Investments at the Indiana University Foundation, where he helped oversee a meaningful share of the Foundation's approximately $3.8 billion endowment. He led sourcing, in-house due diligence and general partner relationships across global buyouts, early-stage venture capital, real assets and hedge fund strategies, completing numerous fund and co-investment commitments over his tenure. Ryan holds a Bachelor of Science and a Master of Business Administration from Indiana University, is a CFA charterholder and serves as Chair of the Institutional Advisory Panel of the CFA Society Indianapolis. Detmer joins Oxford from Aksia, where he was a Managing Director advising several large institutional investors as an alternatives-focused investment consultant. He previously spent nearly a decade with the Indiana Public Retirement System in a range of investment and team leadership roles, including Deputy Chief Investment Officer, Director of Private Equity and Director of Fixed Income & Credit. Detmer holds a Master of Business Administration with Distinction in Finance and Entrepreneurship & Innovation from Northwestern University's Kellogg School of Management and is both a CFA charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. ABOUT OXFORD FINANCIAL GROUP, LTD. Oxford Financial Group, Ltd.(TM) is one of the largest independent RIA firms in the country with oversight of more than $38 billion in assets under advisement* (which includes assets under management). Oxford has 25 Managing Directors** in seven market offices who serve family and institutional clients across the country, with offices in Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis and Palm Beach. Oxford has provided multigenerational estate planning advice and forward-thinking investment solutions to families and institutions for more than 45 years. To learn more or explore career opportunities at Oxford, visit www.ofgltd.com or our Careers Page. *As of [12.31.24] **As of [4.1.26] Oxford Financial Group, Ltd. ("Oxford") is a Registered Investment Advisor ("RIA") with the U.S. Securities and Exchange Commission ("SEC"). Registration with the SEC does not imply a certain level of skill or training. For full disclosures and disclaimers, including our Form ADV and Privacy Policy, please visit (INSERT link to disclaimers) SOURCE Oxford Financial Group

Genstar Capital makes growth investment in Richey May. SAN FRANCISCO and DENVER, September 14, 2026 - Genstar Capital and Aksia today announced a strategic growth investment in Richey May, a Top 50 accounting and advisory firm. The investment will accelerate Richey May's organic growth and M&A strategy, supporting the Company's continued expansion as a national platform. Genstar and Aksia join existing investor F3 Partners and Richey May management, who are retaining significant ownership stakes. Guggenheim Securities, LLC served as financial advisor to Richey May and F3 Partners and BMO Capital Markets served as financial advisor to Genstar. About Richey May. Richey May is a full-service firm providing accounting, tax, and advisory services to clients across diverse industries and geographic markets. For over 40 years, the firm has combined deep technical expertise with a responsive, client-focused approach, serving clients nationwide from its Denver, Colorado headquarters and offices across eight states."Richey May" is the brand name under which Richey, May & Co., LLP and RM Advisory LLC provide professional services. Richey, May & Co., LLP, a licensed independent CPA firm, provides attest services to its clients, and RM Advisory LLC and its subsidiary entities provide tax and business consulting services to their clients. To learn more, visit www.richeymay.com. About Genstar Capital. Genstar Capital (www.gencap.com) is a leading private equity firm that has been actively investing in high-quality companies for over 30 years. Based in San Francisco, Genstar works in partnership with its management teams and its network of strategic advisors to transform its portfolio companies into industry-leading businesses. Genstar currently has approximately $51 billion of assets under management and targets investments focused on targeted segments of the financial services, software, healthcare, and industrials industries. About Aksia. Aksia (www.aksia.com) is a global pan-alternatives solutions provider for institutional investors, headquartered in New York. Aksia's private equity, private credit and real assets co-investment teams invest alongside leading sponsors. Aksia has nine offices across North America, Europe, the Middle East and Asia. About F3 Partners. F3 Partners (www.f3partnersllc.com) is an investment firm focused on helping families and founders grow their businesses into leading middle market companies. Based in New York City, F3 invests $10-100 million into consumer, business services, healthcare, and software businesses across North America. Media contacts. For Richey May Felicia Mullison, Chief Marketing Officer [email protected]