Kevin Joseph Schafer

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.

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.

Carly Wayne is a Series 65-credentialed financial advisor at Wayne Financial LLC with one year of industry experience. Prior to joining Wayne Financial, she worked for six years at SocialCoaster Inc. d/b/a BVIRAL and three years at Jonathan's Grille. Wayne Financial LLC offers discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, and charitable organizations. The firm manages approximately $16 million in assets using an investment approach that integrates equity and ETF allocations with multiple forms of analysis, maintaining client accounts primarily at Schwab Institutional.