James A Carberry

I work closely with families, business owners and young professionals to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. I work with business owners and employees to help not only with their personal finances but also the company retirement plans. I started Incline Wealth Advisors to provide a deeper level of service to local business owners, retirees and company retirement plans. I graduated from Thomas More University and was a member of the men’s basketball team. I earned my certificate in financial planning from Xavier University. Outside of work I enjoy spending time with my wife and five children. I also enjoy playing and coaching basketball. Certifications: - CERTIFIED FINANCIAL PLANNER Community Work: - Elder High School Board of Trustees - Chair of the Investment Committee - Western Economic Counsel: Board Member & Treasurer - Our Lady of Visitation Basketball Coordinator - Former: Make-A-Wish Foundation: Emerging Leader Advisory Board Member - Former: Thomas More Alumni Association: Board Member.

Darin Schmidt is a financial advisor with Schmidt Wealth Management, L.L.C. in Lawrenceburg, IN, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Ausdal Financial Partners, INC. Outside of investment advisory, he provides tax preparation and planning services, as well as insurance products including life, disability, long-term care, health, and fixed annuities. Schmidt Wealth Management, L.L.C. offers portfolio management and financial planning services to individuals, high-net-worth clients, and certain corporate and retirement-plan clients. The firm employs a combination of fundamental, quantitative, and technical analyses, managing accounts on a discretionary basis with investment strategies ranging from long-term asset allocation to alternative investments such as private placements and venture capital funds.

Colby Gleckler is a Series 65 licensed advisor at Bear & Eagle Investments LLC with one year of industry experience. His prior work includes roles at Woodland Golf Course and Cintas, as well as ongoing employment at the University of Cincinnati. Bear & Eagle Investments LLC serves individuals and households, including high-net-worth clients, by providing discretionary portfolio management and financial planning services. The firm employs a fundamentally oriented, value-focused investment approach using financial-statement analysis and quantitative screens to construct diversified, client-tailored portfolios.

About the Firm Balance Life Planning was created to help mid-career individuals and families find balance between the financial and lifestyle needs of today, tomorrow, and legacy. Our approach combines the core tenets of financial planning: Investment Strategy Tax Planning Cash Flow/ Retirement Planning Insurance Analysis Estate Planning Furthermore, we offer planning catered to families that have more complex compensation such as stock options, RSUs, Employee Stock Purchase Plans (ESPP), etc. We utilize the latest technology available to deliver a seamless client experience that includes a planning portal, secure vault for planning documents, tax planning tools, and more. About Me I was born and raised in Canton, OH and relocated to the Cincinnati area to attend Xavier University. During that time, I met my wife Erica, and we settled in Villa Hills, KY. We have three beautiful daughters: Molly, Taylor, and Charlotte. We enjoy traveling, various sports, and dogs (we have three dogs Rev, Louis, and Teller). I started in the Financial Services industry at a large investment firm in 2011. During my nearly 10 years there, I worked my way from customer service, through various trading positions, to a book of clients of over 900 high-net worth households that I assisted with planning and investing. In February 2015, I earned my CFP® marks (CERTFIED FINANCIAL PLANNER™). In September 2020, I decided it was time for a change that offered a better life balance and client experience. I joined a smaller firm in Blue Ash, OH, as a Senior Advisor. During that time, I gained valuable experience working through complex planning scenarios with high-net worth clients, managing day to day operations of the firm, and was closely connected to a first-class CPA firm. Of the thousands of clients I've had the privilege to serve, several carried ranging degrees of regret around their financial planning path. Most of which sounded like: "if I knew then what I knew now, I would have...". I have designed Balanced Life Planning to meet clients and families where they are earlier in life to create better financial outcomes.

Michael Scheel is a financial advisor at Profolio Investments, Inc. with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Profolio Investments since 2014. Profolio Investments, Inc. is an independent advisory firm offering fee-based investment advisory, financial planning, and retirement plan services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a strategic asset-allocation approach with discretionary portfolio management and supplements its offerings with fundamental analysis, third-party model portfolios, educational seminars, and client newsletters.

Jerome Knochelmann II is the principal of Kwma, an independent advisory firm based in Florence, KY. He holds Series 63 and Series 65 designations and has six years of industry experience, including roles at Fidelity Investments and Fidelity Brokerage Services. He is also the owner and registered agent of Atriox Capital LLC, a company that is not currently operating. Kwma provides investment advisory and planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm uses model-based, actively managed portfolios guided by a written investment policy and employs a mix of fundamental, technical, quantitative, and qualitative analysis across a variety of instruments.