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 as the sole advisor at LifeCare Retirement Solutions Inc. His prior roles include positions at Gradient Advisors, LLC and Vantage Advisors LLC. Outside of financial advising, he operates a crayfish hatchery business serving the restaurant industry. LifeCare Retirement Solutions is an independent advisory practice focused on retirement-related financial planning and consulting for individual clients. The firm provides comprehensive planning services and refers clients to third-party money managers for investment management, maintaining ongoing oversight and client liaison functions.

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.

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.

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.

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.

Cameron Brummett is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked at Greenline Financial Services and Eco Engineering Inc. Outside of his advisory role, he is the Administrative Director at Forever Debt Free, a life insurance business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisors. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing a range of investment strategies including ETFs, mutual funds, and options.

Erika Gilman is a CFP® professional with over 23 years of experience at Edward Jones, where she has worked since 2002. She holds Series 63 and Series 66 licenses and is based in New Castle, Indiana. Outside of her advisory role, she is connected to a family-owned Edward Jones office through her spouse. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets across a broad network of advisors and offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds.

Lee Hartman is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Simon Property Group, Brooksource, UPS, Manchester Farms, and Legends Hospitality, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Stinson is a Series 66 licensed financial advisor with 11 years of industry experience. He has been with Edward Jones in Rushville, IN since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and managed strategies, supported by a large nationwide network of advisors and branch offices.

Kendall Manlief is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Kendall worked at the Moosmann Training Center and Debrooke Equine Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Jacob Hart is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at multiple firms including Avantax Insurance Agency LLC and Winters CPA Group LLC. Hart also serves as Vice President of the Lions Club of Carthage, a local organization that raises funds for community projects. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ryan Lawson is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with Cetera, where he has worked since 2018, including roles at Cetera Investment Services LLC and affiliated entities. Prior to that, Lawson held positions at Regions Bank, OneAmerica Securities, American United Life, and Money Concepts Capital Corp. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, with access to both affiliated and third-party money managers and various program structures.

Michelle Frazier is a financial advisor with Edward Jones in New Castle, Indiana, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is a member of Kiwanis International and serves as a voting member of the New Castle School Corporation Building LLC, which manages school facilities during bond issues. Additionally, she is a partner in The Rink, a local skating center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Devon Niehoff is a Series 66 licensed financial advisor with Edward Jones in Rushville, Indiana. He has eight years of industry experience, including roles at Rush County Feed, Rush County Schools, and Fraley & Schilling Inc before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Marrisa Taylor is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior roles include positions at Flagstar Bank, Infinex Investments, and Wells Fargo. Outside of her advisory work, she operates a hobby farm where she raises and sells rabbits, goats, poultry, and eggs, and she serves as president of the Breakfast Optimist Club of Rushville. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of advisors. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and technology-driven strategies.

Tony Fudge is a financial advisor with Edward Jones in Rushville, Indiana, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Fudge serves as a special deputy for armed security at the Rush County Sheriff's Department and is a member of the Richland Township Advisory Board, which manages local community assistance programs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of more than 23,000 advisors.

Erika Hayes is a financial advisor with Edward Jones in New Castle, IN, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.