William Braddy III is a CFP® with 22 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC since 2025. He previously worked at BrightChoice Financial, LLC and Kraft Asset Management, LLC, accumulating nearly a decade at each firm. Outside of advisory roles, Mr. Braddy holds minority ownership interests in several businesses, including a property and casualty insurance agency and a flexible workspace company. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning services. The firm applies a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, offering both discretionary and non-discretionary portfolio management with diversified allocations.

Patrick Zumbusch is a CFP® professional with 18 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC since 2026. He previously worked with Wellspring Financial Partners from 2011 to 2026 and Wellspring99 LLC from 2012 to 2016. Parkwoods Wealth Partners works with individuals, qualified retirement plans, nonprofits, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning. The firm follows a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

Terence Donahe is a CFP® and ChFC® credentialed financial advisor with 20 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC, where he has worked since 2026, following a 13-year tenure at Springwater Wealth Management, LLC. He is also the managing member of Cascade Wealth Management, providing financial planning and investment advice to individuals, families, small businesses, and trusts. Parkwoods Wealth Partners serves high-net-worth individuals, qualified retirement plans, nonprofit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, using diversified allocations including mutual funds, ETFs, and fixed-income ladders.

Robert French is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at Parkwoods Wealth Partners, LLC and has previously worked at Retirement Researcher, LLC, Mclean Asset Management Corp, and InStream Solutions. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm’s long-term investment approach is based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds and ETFs, and includes both discretionary and non-discretionary portfolio management.

Michelle Gessner is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Parkwoods Wealth Partners, LLC, where she has worked for one year, following eleven years leading Gessner Wealth Strategies, LLC. She is also a licensed insurance agent. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, offering both discretionary and non-discretionary portfolio management along with employee financial-wellness services.

Edward Lux is a financial advisor at Parkwoods Wealth Partners, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Shoreline Asset Management, LLC, Engineered Facades, and Sullivan Commercial Supply, LLC. Outside of his advisory role, he is a member of an LLC that owns a retail store, from which he receives rental income through a triple net lease arrangement. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly through mutual funds, ETFs, and fixed-income ladders.

Timothy Fleshman is a financial advisor at Parkwoods Wealth Partners, LLC in Tucson, AZ, holding a Series 65 designation with one year of industry experience. He previously worked at Wellspring Financial Partners and Brandvia Alliance. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm applies a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders, and offers both discretionary and non-discretionary portfolio management.

April Mueller is a financial advisor at Parkwoods Wealth Partners, LLC in Clayton, MO, holding a Series 65 designation with five years of industry experience. She previously worked at FMF&E Wealth Management, LLC for over a decade in various roles. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not‑for‑profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm follows a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and conservative fixed-income ladders.

Jacob Edwards is a financial advisor at Parkwoods Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Wellspring Financial Partners, Liquitech Fire Solutions, Frontline Wildfire Defense, and UC Davis. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm follows a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders. Parkwoods is also affiliated with an accounting firm and operates an educational media platform, extending its advisory and education capabilities beyond typical portfolio management.

Vicki Kelsey is a financial advisor at Parkwoods Wealth Partners, LLC with 18 years of industry experience. She holds a Series 65 credential and has worked at Shoreline Asset Management, LLC and Shore & Company, P.C. She also operates Kelsey Accounting & Tax, a tax and accounting consulting firm, and serves as Director of Estates & Trusts at Shore & Company, P.C. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations, offering investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

Robert Bumbalough is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds the PFS™ and Series 65 designations. He is also co-owner of Shore & Company, P.C., an accounting practice in New Castle, Indiana, where he has been involved since 2001. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm’s investment approach is grounded in Modern Portfolio Theory and efficient-market principles, emphasizing diversified allocations and disciplined portfolio management.

Jeffrey Campbell is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FMF&E Wealth Management, LLC and Pyramid Management Group. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning services. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly through mutual funds, ETFs, and fixed-income ladders.

Mark Lux is a financial advisor with Parkwoods Wealth Partners, LLC in Carmel, IN, holding a ChFC® designation and Series 63 and 65 licenses, with 18 years of industry experience. He previously worked for Shoreline Asset Management, LLC for 10 years and has operated Mark E Lux Insurance Inc. since 1988. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm’s long-term investment approach is based on Modern Portfolio Theory and efficient-market principles, utilizing diversified portfolios primarily composed of mutual funds, ETFs, and fixed-income ladders.

James Corbeau is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Parkwoods Wealth Partners, LLC and previously spent 13 years at Springwater Wealth Management, LLC. He is also president of Raven Wealth Management, Inc., where he provides financial planning and investment advice to individuals, families, small businesses, and trusts. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, offering diversified portfolios primarily through mutual funds, ETFs, and fixed-income ladders.

Joshua Schlagel is a financial advisor at Parkwoods Wealth Partners, LLC with a Series 65 credential. He has industry experience beginning in 2025 and previously worked at Shore & Company, P.C. and Whitinger & Company. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, utilizing diversified allocations primarily in mutual funds, ETFs, and fixed-income ladders.

Dustin Vincent is a financial advisor with Parkwoods Wealth Partners, LLC, holding a Series 65 designation and currently based in New Castle, Indiana. He has seven years of experience, including time at Brady Ware and a background with Focal Point Business Coaching and Greenville University. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning services. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, using diversified allocations in mutual funds, ETFs, and fixed-income ladders, and extends its capabilities through an affiliation with an accounting firm, an educational media offering, and a packaged employee financial-wellness program.

Dustin Meyer is a CFP® with 10 years of experience in the financial services industry. He is currently with Parkwoods Wealth Partners, LLC and previously worked at Buckingham Asset Management, LLC, Focus Partners Wealth, LLC, and The Colony Group, LLC. Parkwoods Wealth Partners serves high-net-worth individuals, retirement plans, nonprofits, foundations, and corporations, offering investment management, financial planning, and employee financial-wellness services. The firm’s investment approach follows Modern Portfolio Theory and efficient-market principles, emphasizing diversified portfolios with mutual funds, ETFs, and fixed-income ladders.

David Nash is a Wealth Advisor at Parkwoods Wealth Partners, a fiduciary, fee-only financial planning firm. He works with tech employees, executives, and high-earning families to bring clarity and confidence to their financial lives. Drawing on a wide range of experience — from earning his MBA in Finance at UCLA Anderson to roles in investment banking at Barclays and as a Regional Director at Dimensional Fund Advisors — David helps clients make informed, thoughtful decisions about their wealth. His background allows him to understand the complex benefits and financial opportunities that come with working at innovative companies. David’s planning focuses on what matters most to busy professionals and growing families: optimizing taxes for retirement, making the most of equity compensation, and building strong estate and education plans. His approach is personal and practical, meeting each client where they are and helping them move toward their long-term goals with confidence. Above all, David believes financial advice should be clear and empowering. He takes time to explain options, guide decisions, and provide support as life and wealth evolve.

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 co-owns Shore & Company, P.C., an accounting practice. Shore serves as a director of Citizens State Bank and is on the board of the Earlham College Foundation, in addition to chairing the Finance Committee of the Henry County Community Foundation. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning services. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly through mutual funds, ETFs, and fixed-income ladders.

Christopher Gardner is a CFP® professional with 15 years of industry experience. He joined Parkwoods Wealth Partners, LLC in 2024 after a 23-year tenure at Fmf&E Wealth Management, LLC. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations in mutual funds, ETFs, and fixed-income ladders.

John Resurreccion is a CFP® professional with 13 years of industry experience. He currently serves at Parkwoods Wealth Partners, LLC and previously worked at Dimensional Fund Advisors, LPL Financial, and Index Fund Advisors, Inc. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm follows a long-term, Modern Portfolio Theory-based investment approach and offers employee financial-wellness services as well as discretionary and non-discretionary portfolio management.

Ryan Furlong is a CFP® with nine years of industry experience, currently serving at Parkwoods Wealth Partners, LLC. His prior roles include positions at PurposePath Capital, Facet Wealth, and Buckingham Wealth Management. He is also a licensed insurance agent. Parkwoods Wealth Partners serves individuals, high-net-worth clients, retirement plans, nonprofits, and corporations with investment management, retirement plan consulting, and financial planning. The firm emphasizes long-term, diversified investment strategies based on Modern Portfolio Theory and offers extended advisory and educational services beyond typical portfolio management.

Joshua Brumbaugh is a financial advisor with Parkwoods Wealth Partners, LLC in Carmel, Indiana. He holds a Series 65 credential and has 11 years of industry experience. In addition to his advisory role, he is an accountant for a technology company focused on graphene development and co-owns a business services firm. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning. The firm employs a long-term, Modern Portfolio Theory-based investment approach emphasizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

Michael Kochanski is a financial advisor at Parkwoods Wealth Partners, LLC in Tucson, AZ. He holds the Series 65 designation and has recently begun his advisory career. His prior experience includes roles at Modern Wealth Management and Yuma and Imperial Valley Wealth Management, as well as teaching positions at the University of Arizona and other educational institutions. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm’s long-term investment approach is based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

Jacob Lingard is a CFP® and ChFC® with five years of industry experience. He currently works at Parkwoods Wealth Partners, LLC and previously held roles at Investment Metrics, Inc dba Wellspring Financial Partners and Deseret Mutual Benefit Advisors. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations by providing investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly through mutual funds, ETFs, and fixed-income ladders.

Cole Wheeler is a financial advisor at Parkwoods Wealth Partners, LLC in Houston, TX. He holds the CFP® designation and Series 65 license and has seven years of industry experience. Prior to joining Parkwoods Wealth Partners in 2026, he worked at Linscomb and Williams Inc. from 2019 to 2026 and has additional experience at Texas A&M and Fluid Sealing Products. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, using diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

Justin Cox is a financial advisor with Parkwoods Wealth Partners, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at The Colony Group, Buckingham Strategic Wealth, Wells Fargo Clearing Services, and Edward Jones, among others. Prior to entering financial services, he served three years in the United States Army. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations, offering investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, with diversified asset allocations and tailored client strategies.

Deirdre Kochanski is a financial advisor at Parkwoods Wealth Partners, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wellspring Financial Partners and Wellspring99, LLC. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm’s long-term investment approach is based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly in mutual funds, ETFs, and fixed-income ladders.

Eric Lane is a CFP® with 28 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC since 2025. His prior roles include positions at Dimensional Fund Advisors for nine years, as well as shorter tenures at Cetera and 4 Life Wealth Advisors. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.