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.

Matthew Golliher is a financial advisor with Vista Investment Partners in Richmond, IN, holding Series 63 and Series 66 credentials and 12 years of industry experience. His work history includes roles at Cantella & Co., Inc., U.S. Bancorp Investments, and Cetera Investment Advisors. He is a part owner and consultant of a bitcoin-focused company and is involved with Orange Horizon Wealth, which provides wealth management and financial advice to investors who own bitcoin. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet an investable-asset threshold. The firm offers financial planning and both discretionary and non-discretionary portfolio management, emphasizing asset allocation and manager selection through fundamental analysis and a variety of investment products, including proprietary strategies and bitcoin integration.

Brett Guiley is a CFP® with 25 years of industry experience, currently serving as an advisor at Vista Investment Partners. His career includes roles at Raymond James & Associates, Cantella & Co., and Level Four Financial. He is involved in several nonprofit organizations, including serving as board president of the Triangle Therapy Association, which supports scholarships for disabled children. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, focusing on clients who meet its investable-asset threshold. The firm offers financial planning and portfolio management using asset allocation, manager selection, and proprietary strategies that include growth, income, balanced, and market-rotation approaches, with capabilities in bitcoin trading and custody.

Sarah Peacock is a financial advisor with Vista Investment Partners in Richmond, Indiana, holding a Series 66 designation and nine years of industry experience. Her career includes roles at Vista Investment Partners, Level Four Financial, Cantella & Co., Inc., and Raymond James & Associates. She is a minority owner and participates in administrative and bookkeeping functions for affiliated entities, including Orange Horizon Wealth, LLC and BTC Advisor, LLC. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through proprietary strategies and advanced analytical methods, including the use of covered-call overlays and bitcoin within client portfolios.

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.

William Harmon is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Vista Investment Partners. His prior roles include positions at Level Four Financial, Personal Capital Advisors Corporation, and The Vanguard Group. He serves on the board of directors for the United Way of Whitewater Valley and participates on the finance committee and board of Girls Inc., providing mentoring and support to girls in grades K-10. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet its investable-asset threshold. The firm provides financial planning and both discretionary and non-discretionary portfolio management, using asset allocation and manager selection strategies that incorporate proprietary approaches and may include covered-call overlays and bitcoin holdings.

Robert Bumbalough is a financial advisor at Parkwoods Wealth Partners, LLC with 24 years of industry experience. He holds the PFS™ and Series 65 designations and is co-owner of Shore & Company, P.C., an accounting practice unrelated to investments. He has been affiliated with Shore & Company since 2001 and joined Parkwoods Wealth Partners in 2025. 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’s investment approach emphasizes long-term, diversified portfolios based on Modern Portfolio Theory and efficient-market principles, and it offers additional services including employee financial-wellness programs and educational media.

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.

Stasia Veramallay is a financial advisor at Vista Investment Partners with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including J.P. Morgan Securities, Raymond James, and Cantella & Co., Inc. Outside of her advisory role, she is active in community organizations such as the Girl Scouts as a troop leader and serves on multiple nonprofit boards including the Indiana University East Chancellor’s Advisory Board and the Wayne County Indiana Foundation Finance Committee. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning and portfolio management, emphasizing asset allocation and manager selection through fundamental analysis and mean-variance optimization, with proprietary strategies that include growth, income, balanced, and market-rotation approaches.

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.

Anthony Talbert is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995 and holds Series 63 and Series 66 credentials. Outside of his advisory role, Talbert serves as president of St. Vincent de Paul in Richmond, Indiana, where he is involved in long-term and short-term planning for the organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Thomas Bevington is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Edward Jones for ten years before joining LPL Financial. In addition to his advisory role, he serves as a County Councilman At-Large in Fayette County, Indiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Gary Buchanan is a financial advisor with Edward Jones, holding a Series 66 designation and over one year of industry experience. He has been associated with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Brian Longbons is a financial advisor with LPL Financial in Richmond, Indiana, holding a Series 66 designation and 24 years of industry experience. He previously worked at A.G. Edwards & Sons and Wells Fargo Clearing before joining LPL Financial in 2008. Outside of his advisory role, he serves as president of Longbons Auctioneering, LLC, which conducts charity auctions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of financial planning and investment services to individuals, retirement plan participants, and institutions. The firm supports its advisors with access to model portfolios, third-party asset managers, and technology tools while providing a broad set of financial products and services.

Kylee Teague is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has prior work history at Autocar and Draper Inc. Teague has no notable outside business activities reported. 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, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Trent Reichley is a financial advisor at Edward Jones in Centerville, IN, holding a Series 66 designation. He has one year of industry experience and has previously worked at Pago USA, Doden for Indiana, and other organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Camden Rhoades is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at GuidePoint Financial for four years and has additional experience in educational and service roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wilbur Teague is a Series 66-licensed financial advisor with Edward Jones in Hagerstown, Indiana, where he has worked since 2007, accumulating 19 years of industry experience. Aside from his advisory role, he has ownership in a building rental business. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Ryan Lawson is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera and affiliated entities since 2018, with prior roles at Regions Bank, OneAmerica Securities, American United Life, and Money Concepts Capital Corp. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary programs, and various account structures.

Derek Davis is a Series 66-licensed financial advisor with Edward Jones, based in Cambridge City, IN. He has three years of industry experience, including prior roles at The Barking Cow and Dougherty Orchards. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, investment strategies, and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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.

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.