William Braddy III is a CFP® with 22 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC, where he has worked since 2025. His prior experience includes roles at BrightChoice Financial, LLC and Kraft Asset Management, LLC. Outside of his advisory work, Mr. Braddy holds a minority ownership interest in a property and casualty insurance agency in Nashville. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, providing investment management, financial planning, retirement plan consulting, and employee financial wellness training. The firm employs a Modern Portfolio Theory-based investment approach and uses tools such as Monte Carlo analysis and model portfolios, supporting independent RIAs through a shared services platform.

Patrick Zumbusch is a CFP® and holds a Series 65 license with 18 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC and previously worked at Wellspring99 LLC and Wellspring Financial Partners. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm follows a long-term, asset-allocation approach grounded in Modern Portfolio Theory and offers investment management, financial planning, retirement plan consulting, and employee financial wellness services.

Terence Donahe is a CFP® and ChFC® with 20 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC, where he has worked since 2026, following 13 years at Springwater Wealth Management, LLC. He is also the managing member of Cascade Wealth Management, providing financial planning and investment advice to individuals, families, and small businesses. Parkwoods Wealth Partners serves individuals, retirement plans, nonprofits, foundations, and corporations. The firm employs a long-term, asset-allocation focused investment approach grounded in Modern Portfolio Theory, using mutual funds, ETFs, and DFA strategies, with customized fixed-income solutions when needed.

Robert French is a CFA® charterholder with 14 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC and previously worked at Retirement Researcher, LLC, Mclean Asset Management Corp, and InStream Solutions. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm focuses on long-term asset allocation grounded in Modern Portfolio Theory and employs a variety of investment vehicles and tools, including mutual funds, ETFs, DFA strategies, and fixed-income securities, while providing a range of financial planning and consulting 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 advising, he is a member of an LLC that owns a retail store, acting as a landlord under a triple net lease. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory and utilizes mutual funds, ETFs, and DFA strategies, along with fixed-income securities tailored to client needs.

Timothy Fleshman is a financial advisor at Parkwoods Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Wellspring Financial Partners and Brandvia Alliance. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm emphasizes a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory, utilizing mutual funds, ETFs, and DFA strategies, along with fixed-income solutions tailored to client needs.

April Mueller is a financial advisor at Parkwoods Wealth Partners, LLC with five years of industry experience. She holds a Series 65 designation and previously worked for FMF&E Wealth Management, LLC for ten years. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations. The firm’s investment approach emphasizes Modern Portfolio Theory and long-term asset allocation, using mutual funds, ETFs, and DFA strategies, supported by portfolio construction tools and ongoing account monitoring.

Jacob Edwards is a financial advisor at Parkwoods Wealth Partners, LLC with one year of industry experience. He previously worked at Wellspring Financial Partners and has a background that includes roles outside finance, such as positions at Liquitech Fire Solutions and Frontline Wildfire Defense. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, offering investment management, financial planning, retirement plan consulting, and employee financial wellness services. The firm emphasizes a long-term, asset-allocation investment approach based on Modern Portfolio Theory and utilizes various portfolio construction tools and strategies.

Vicki Kelsey is a Series 65-credentialed financial advisor with 18 years of industry experience. She currently works at Parkwoods Wealth Partners, LLC and has a long-term association with Shoreline Asset Management and Shore & Company PC. In addition to her advisory work, she owns and operates Kelsey Accounting & Tax, a tax and accounting consulting firm, and serves as Director of Estates & Trusts at Shore & Company PC. Parkwoods Wealth Partners serves individuals, retirement plans, nonprofits, foundations, and corporations with investment management, financial planning, and retirement consulting. The firm emphasizes a long-term asset allocation strategy based on Modern Portfolio Theory and utilizes mutual funds, ETFs, and other investment tools tailored to client preferences.

Robert Bumbalough is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds the PFS™ and Series 65 credentials and co-owns Shore & Company, P.C., an accounting practice unrelated to investments. Bumbalough has worked at Shore & Company, P.C. and Shoreline Asset Management, LLC since 2001. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm focuses on investment management and financial planning using Modern Portfolio Theory and long-term asset allocation, employing tools such as Monte Carlo analysis and model portfolios.

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, nonprofit organizations, foundations, and corporations with investment management, financial planning, retirement plan consulting, and employee financial wellness services. The firm emphasizes a long-term, asset-allocation approach based on Modern Portfolio Theory and uses a combination of mutual funds, ETFs, DFA strategies, and fixed-income securities tailored to client needs.

Mark Lux is a financial advisor at Parkwoods Wealth Partners, LLC in Carmel, IN, with 18 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes ten years at Shoreline Asset Management, LLC, and he has also operated Mark E Lux Insurance Inc., a non-investment related business, since 1988. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm emphasizes a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory and offers services including investment management, financial planning, retirement plan consulting, and employee financial wellness training.

James Corbeau is a CFP® with 24 years of industry experience, currently serving as an advisor at Parkwoods Wealth Partners, LLC. He previously worked for Springwater Wealth Management, LLC for 13 years. Corbeau 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, not-for-profit organizations, foundations, and corporations, offering investment management, financial planning, retirement plan consulting, and employee financial wellness training. The firm’s investment approach emphasizes long-term asset allocation based on Modern Portfolio Theory and utilizes tools such as Monte Carlo analysis and model portfolios.

Joshua Schlagel is a financial advisor at Parkwoods Wealth Partners, LLC with a Series 65 credential and several years of experience in the industry. He previously worked at Shore & Company, P.C. for seven years and has been with Parkwoods Wealth Partners since 2025. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, offering investment management, financial planning, retirement plan consulting, and employee financial wellness services. The firm employs a Modern Portfolio Theory-based investment approach focused on long-term asset allocation, using mutual funds, ETFs, and DFA strategies, supplemented by fixed-income securities when appropriate.

Dustin Vincent is a financial advisor at Parkwoods Wealth Partners, LLC with a Series 65 credential. He has seven years of industry experience, including prior roles at Brady Ware and Focal Point Business Coaching. Vincent is based in New Castle, Indiana. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm focuses on investment management, financial planning, retirement plan consulting, and employee financial wellness training, using a long-term, asset-allocation approach grounded in Modern Portfolio Theory.

Dustin Meyer is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Parkwoods Wealth Partners, LLC. His prior roles include positions at Buckingham Asset Management, LLC, The Colony Group, LLC, and Focus Partners Wealth, LLC. He is based in Fort Lauderdale, FL. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, and employee financial wellness services, using a long-term, asset-allocation approach grounded in Modern Portfolio Theory.

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 PFS™ credentialed advisor with 23 years of industry experience. He currently works at Parkwoods Wealth Partners, LLC and has previously been involved with Shoreline Asset Management, LLC and Shore & Company, P.C., where he is a co-owner of the accounting practice. Shore serves as a director of Citizens State Bank and holds an unpaid director position with the Earlham College Foundation; he is also chairman of the Finance Committee for the Henry County Community Foundation. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profits, foundations, and corporations, providing investment management, financial planning, retirement plan consulting, and employee financial wellness services. The firm employs a long-term, asset allocation approach grounded in Modern Portfolio Theory, utilizing mutual funds, ETFs, DFA strategies, and fixed-income securities, and supports independent RIAs through a shared services platform.

Christopher Gardner is a CFP® professional with 15 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC and previously worked at Fmf&E Wealth Management, LLC for 23 years. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, offering investment management, financial planning, retirement plan consulting, and employee financial wellness services. The firm’s investment approach focuses on Modern Portfolio Theory and long-term asset allocation, utilizing mutual funds, ETFs, and DFA strategies with ongoing portfolio monitoring and rebalancing.

John Resurreccion is a CFP® certificant with 13 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC. He previously worked at Dimensional Fund Advisors for eight years. Parkwoods Wealth Partners serves individuals, including high-net-worth clients, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm offers investment management, comprehensive financial planning, retirement plan consulting, and employee financial wellness training, using a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory.

Ryan Furlong is a CFP® with nine years of industry experience and is currently with Parkwoods Wealth Partners, LLC. His prior roles include positions at Buckingham Wealth Management, Facet Wealth, and PurposePath Capital. He is also a licensed insurance agent. Parkwoods Wealth Partners serves individuals, retirement plans, nonprofits, foundations, and corporations, offering investment management, financial planning, retirement plan consulting, and employee financial wellness services. The firm’s approach is based on Modern Portfolio Theory and long-term asset allocation, utilizing mutual funds, ETFs, and DFA strategies with ongoing portfolio monitoring and rebalancing.

Joshua Brumbaugh is a financial advisor with Parkwoods Wealth Partners, LLC in Carmel, IN, holding a Series 65 credential and 11 years of industry experience. His prior experience includes roles at NovustERRA, Inc and Shoreline Asset Management LLC. Outside of his advisory work, he is involved in accounting for a technology company focused on producing graphene from carbon-based waste. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations, offering investment management, financial planning, retirement plan consulting, and employee financial wellness services. The firm’s investment approach centers on Modern Portfolio Theory and long-term asset allocation, utilizing mutual funds, ETFs, and DFA strategies with ongoing monitoring and rebalancing.

Jacob Lingard is a CFP®, ChFC®, and Series 66-licensed advisor at Parkwoods Wealth Partners, LLC with five years of industry experience. He previously worked at Investment Metrics, Inc dba Wellspring Financial Partners and Deseret Mutual Benefit Advisors. Parkwoods Wealth Partners serves individuals, including high-net-worth clients, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, and employee financial wellness training, utilizing a Modern Portfolio Theory-based, long-term asset allocation approach implemented through mutual funds, ETFs, and other strategies.

Cole Wheeler is a CFP® with seven years of industry experience, currently serving as an advisor at Parkwoods Wealth Partners, LLC. Prior to joining Parkwoods, he worked at Linscomb and Williams Inc. for seven years and held roles at Texas A&M and Fluid Sealing Products. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm emphasizes a Modern Portfolio Theory-based, long-term asset allocation approach, utilizing mutual funds, ETFs, DFA strategies, and fixed-income securities, supported by portfolio construction tools and ongoing monitoring.

Justin Cox is a financial advisor with Parkwoods Wealth Partners, LLC, holding Series 63 and Series 65 designations and five years of industry experience. His previous roles include positions at The Colony Group, Buckingham Strategic Wealth, Wells Fargo Clearing Services, and Edward Jones. Cox served three years in the United States Army before beginning his financial advisory career. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, offering investment management, financial planning, retirement plan consulting, and employee financial wellness services. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory and uses various portfolio construction tools, including Monte Carlo analysis, model portfolios, and sub-advisors, with a multi-office presence and a shared services platform supporting independent RIAs.

Deirdre Kochanski is a financial advisor at Parkwoods Wealth Partners, LLC in Tucson, AZ, holding Series 63 and Series 65 licenses with 28 years of industry experience. Her previous roles include positions at Wellspring Financial Partners and Wellspring99, LLC. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, DFA strategies, and fixed-income securities, supported by portfolio construction tools and ongoing account monitoring.

Eric Lane is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC, where he has worked since 2025. His prior experience includes roles at Resaca Quant Investments, 4 Life Wealth Advisors, Cetera, and Dimensional Fund Advisors. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm emphasizes a long-term, asset-allocation investment approach based on Modern Portfolio Theory and employs tools such as Monte Carlo analysis, model portfolios, and ongoing account monitoring.