Parkwoods Wealth Partners, LLC

William Braddy is a CFP® with 21 years of experience in financial advising. He is currently with Parkwoods Wealth Partners, LLC and previously worked at BrightChoice Financial, LLC and Kraft Asset Management, LLC. Outside of advising, Mr. Braddy holds minority ownership interests in a property and casualty insurance agency and a co-ownership stake in an unrelated business. Parkwoods Wealth Partners provides investment management and retirement plan consulting to individuals, qualified plans, nonprofits, foundations, and corporations. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, focusing on diversified asset allocation primarily through no-load mutual funds and ETFs.

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 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 grounded in Modern Portfolio Theory, utilizing diversified asset allocation primarily through no-load mutual funds and ETFs.

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 and Engineered Facades. Outside of advising, he is a member of an LLC that owns a retail store, where he receives rental income through a triple net lease arrangement. 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 Modern Portfolio Theory-based, buy-and-hold investment approach using diversified asset allocation primarily with no-load mutual funds and ETFs.

April Mueller is a financial advisor at Parkwoods Wealth Partners, LLC with a Series 65 credential and four years of industry experience. She previously worked at FMF&E Wealth Management, LLC for ten years in various roles 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 follows a buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing diversified asset allocation primarily through no-load mutual funds and ETFs.

Vicki Kelsey is a financial advisor with Parkwoods Wealth Partners, LLC, holding a Series 65 designation and 18 years of industry experience. She has worked at Parkwoods Wealth Partners since 2025 and previously spent 17 years at Shoreline Asset Management, LLC. In addition to her advisory role, Kelsey 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 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.

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.

Jeffrey Campbell is a financial advisor at Parkwoods Wealth Partners, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FMF&E Wealth Management and Pyramid Management Group. 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.

Mark Lux is a financial advisor at Parkwoods Wealth Partners, LLC with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Parkwoods Wealth Partners in 2025, he spent 10 years at Shoreline Asset Management, LLC and has operated Mark E Lux Insurance Inc. since 1988. Parkwoods Wealth Partners provides investment management and retirement plan consulting to individuals, qualified retirement plans, not-for-profits, foundations, and corporations. The firm uses a buy-and-hold approach grounded in Modern Portfolio Theory, emphasizing 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.

Dustin Meyer is a CFP® with nine years of industry experience, currently serving as an advisor at Parkwoods Wealth Partners, LLC. His prior roles include positions at Buckingham Asset Management, The Colony Group, and Focus Partners Wealth. Parkwoods Wealth Partners provides investment management and retirement plan consulting to individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm follows a buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified asset allocation primarily through no-load mutual funds and ETFs.

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 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.

Christopher Gardner is a CFP® professional with 15 years of industry experience. He is currently with Parkwoods Wealth Partners, LLC, where he has worked since 2024, following a 23-year tenure at FMF&E Wealth Management, LLC. Parkwoods Wealth Partners provides investment management and retirement plan consulting to individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm follows a buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified asset allocation primarily through no-load mutual funds and ETFs.

John Resurreccion is a CFP® professional with 13 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC since 2025. Prior to joining Parkwoods, he worked for eight years at Dimensional Fund Advisors. Parkwoods Wealth Partners provides investment management and retirement plan consulting to individuals, qualified retirement plans, not-for-profits, foundations, and corporations. The firm follows a buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified asset allocation with no-load mutual funds and ETFs, including DFA funds and model portfolios.

Ryan Furlong is a CFP® with eight years of industry experience, currently serving as a financial advisor 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 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.