Jacob Hart

Scott Clampitt is the sole advisor at Scott Clampitt, Registered Investment Advisor, located in New Castle, IN. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Prior to founding his independent firm in 2012, he worked with Highland Financial Management, American Equity Investment Corp, and Comprehensive Financial Consultants Institutional. His firm provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and corporate entities. The firm employs a long-term investment strategy incorporating both fundamental and technical analysis, developing Investment Policy Statements and conducting regular account reviews.

Jason White is the principal advisor at Dynamic Legacy Planning in Greenfield, IN, holding Series 63 and Series 65 licenses with seven years of industry experience. He also owns and practices at Dickmann Reason Bogigian & White, where he provides estate planning and elder law services. Dynamic Legacy Planning serves individual and high-net-worth clients, offering discretionary and non-discretionary asset management alongside comprehensive and project-based financial planning. The firm customizes investment strategies based on client objectives, time horizons, and risk tolerance, incorporating fundamental and technical analysis with a variety of investment approaches.

Keely Butrum is a financial advisor with Lion Quest LLC in Greenfield, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Raymond James & Associates and Hancock County Government. Outside of finance, she is a co-owner of Elegance Outdoor, a landscaping business. Lion Quest LLC provides portfolio management and financial planning primarily to individuals and high-net-worth clients, as well as corporations and charitable organizations. The firm employs a multi-method investment approach and offers tailored programs with regular account reviews and reporting.

Richard Graham is a CFP® professional with 15 years of industry experience, currently serving at LifeCare Retirement Solutions Inc. He has held roles at firms including Gradient Advisors, LLC and Vantage Advisors LLC. Outside of financial advising, he operates Redclaw Crayfish USA, LLC, a crayfish hatchery supplying the restaurant industry. LifeCare Retirement Solutions is a fee-based financial planning firm that serves individual clients through customized planning engagements and referrals to third-party investment managers. The firm does not manage client portfolios directly but supports clients with ongoing planning, performance monitoring, and liaison services.

Robert Caird is a CFP® and Series 66 credentialed advisor with two years of industry experience. He is the principal of Caird Family Wealth Management, an independent advisory firm based in Greenfield, IN. Prior to founding his current firm, he spent nine years at GBC Wealth Management. Caird Family Wealth Management is a fee-only, independent firm providing wealth management and written financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers comprehensive planning services and acts as a discretionary portfolio manager, integrating modern portfolio theory with fundamental and technical analysis through a combination of passive and active investment strategies.

Linda Zimmermann is a CFP® professional with 19 years of experience, operating Linda Zimmermann Financial Planning and Counseling in Greenfield, IN as a sole practitioner since 1985. In addition to her financial advisory work, she manages a 465-acre farm in Illinois, dedicating part of her time to farm-related responsibilities. Her firm provides financial planning and discretionary investment management services to individuals, couples, and trusts, focusing on retirement income planning, education funding, debt reduction, and budgeting. The practice is noted for its hourly billing combined with discretionary management and uses personalized asset-allocation models with a preference for no-load mutual funds in smaller accounts.