Vicki Kelsey

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.

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 Bumbalough is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. He is also co-owner of Shore & Company, P.C., an accounting practice in New Castle, Indiana. Parkwoods Wealth Partners provides investment management and retirement plan consulting to individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm employs a buy-and-hold investment strategy based on Modern Portfolio Theory, utilizing diversified asset allocation primarily through no-load mutual funds and ETFs.

Joshua Schlagel is a financial advisor at Parkwoods Wealth Partners, LLC with a Series 65 designation and over six years of experience in the industry. He previously worked at Shore & Company, P.C. and Whitinger & Company before joining Parkwoods Wealth Partners. Parkwoods Wealth Partners provides investment management and retirement plan consulting to individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified asset allocation primarily through no-load mutual funds and ETFs, supported by documented client objectives and ongoing portfolio monitoring.

Marion Shore Jr. is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds the PFS™ designation and has worked previously at Shoreline Asset Management, LLC and jointly owns Shore & Company, P.C., an accounting practice. Shore serves as a director of Citizens State Bank and the Earlham College Foundation and is chairman of the finance committee for the Henry County Community Foundation. Parkwoods Wealth Partners provides investment management and retirement plan consulting to individuals, qualified retirement plans, nonprofits, foundations, and corporations. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified asset allocation primarily through no-load mutual funds and ETFs.

Amanda Norris is a financial advisor at Harbour Investments, Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked in education at Rushville Consolidated Schools and Shelbyville Central Schools. Outside of advising, she is an independent insurance agent affiliated with Norris Insurance Agency and Ted Norris Agency. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using a variety of investment vehicles, and offers model-based solutions through a subscription platform.