Jason Eaves

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.

Michael Scheel is a financial advisor with Profolio Investments, Inc. in Union, KY, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Profolio Investments since 2014. Profolio Investments, Inc. is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm offers fee-based discretionary portfolio management, written financial planning, and retirement plan services, focusing on strategic asset allocation and customized portfolios that may include exchange-listed securities, fixed income, ETFs, and select alternative investments.

Brian Mann is a financial advisor at Fortress Financial Partners, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at The Palomino Group LLC and FTJ FundChoice, LLC. Outside of the advisory business, Mr. Mann serves as Church Administrator for Florence Methodist Church, where he manages finance, administration, and operations. Fortress Financial Partners is an independent firm serving individuals, families, trusts, estates, charitable organizations, and corporations with investment management and fee-based financial planning. The firm employs a long-term, buy-and-hold strategy tailored to client goals, managing portfolios that include equities, fixed income, and various other investment instruments.

Carly Wayne is a financial advisor at Wayne Financial LLC in North Bend, Ohio, holding a Series 65 designation with one year of experience at the firm. Prior to founding Wayne Financial, she worked six years at SocialCoaster Inc. d/b/a BVIRAL and held roles in the restaurant industry from 2015 to 2019. Wayne Financial LLC is an independent SEC-registered investment adviser managing approximately $16 million for a small client base. The firm offers discretionary portfolio management and financial planning, primarily recommending equities and ETFs using a variety of analytical methods within long-term strategies.

Garrett Wayne is a financial advisor at Wayne Financial LLC with six years of industry experience. He holds a Series 65 designation and previously worked at The Randolph Company and the University of Cincinnati. Wayne Financial LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-method investment approach with a focus on long-term trading and offers client risk tolerance documentation, monthly account reviews, and custodial reporting through Schwab Institutional.

Lucas Lloyd is a financial advisor with Lloyd Financial Group LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Lloyd Financial Group in 2025, he worked at Strategic Wealth Partners, Ltd. for six years and was employed at Muskingham University for four years. He maintains an inactive insurance license but does not engage in insurance sales. Lloyd Financial Group provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis and a long-term orientation, with portfolios customized to client objectives and monitored for rebalancing or tax considerations.