Susan A Mason

Shawn Hannegan is a CFP® professional with six years of experience as a financial advisor at Hannegan Wealth Management, LLC. He also owns and operates an accounting firm, Shawn P. Hannegan CPA, LLC DBA Hannegan & Associates, which he has managed since 2013. Prior to his advisory role, he worked at First Financial Bancorp for three years. Hannegan Wealth Management is an independent, single-advisor firm serving individuals, high-net-worth clients, corporations, and business clients. The firm employs a primarily passive investment approach focused on low turnover and tax efficiency, combining fundamental analysis with modern portfolio theory and utilizing third-party sub-advisors for portfolio management.

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.

Jerome Knochelmann is a financial advisor at Kwma with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments and Fidelity Brokerage Services before founding Knochelmann Wealth Management & Advisor (KWMA) LLC. He is also the owner and registered agent of Atriox Capital LLC, which is currently not operating. KWMA provides investment advice and planning to individuals, trusts, estates, charitable organizations, and business entities, offering services including ongoing wealth management, comprehensive financial and retirement plans, and hourly consulting. The firm employs a disciplined, active, and diversified investment approach using firm-created model portfolios and various analytical methods, with certain higher-risk strategies applied only with client consent.

Brian Mann is a financial advisor with Fortress Financial Partners in Florence, Kentucky. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked at The Palomino Group LLC and FTJ FundChoice, LLC. Outside of his advisory work, Mr. Mann serves as the Church Administrator for Florence Methodist Church, managing finance, administration, and operations. Fortress Financial Partners provides investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs qualitative and quantitative analysis in security selection, typically guiding clients toward long-term buy-and-hold strategies.

Michael Weber is a financial advisor with Research & Portfolio Management in Crescent Springs, KY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at American Equity Investment Corp from 2013 to 2019 and has been with Research & Portfolio Management since 2011. Research & Portfolio Management provides discretionary and non-discretionary portfolio management and pension consulting to individuals, retirement plans, trusts, estates, and business entities. The firm uses a suitability-driven, equity-focused investment approach that incorporates fundamental, technical, and cyclical analysis alongside a mix of long- and short-term strategies.

Ryan Lauer is a financial advisor at Barnes Dennig Private Wealth Management, LLC with one year of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Barnes Dennig Private Wealth Management, he worked at Deloitte Tax LLP for seven years. Barnes Dennig Private Wealth Management provides personalized investment advisory services, retirement plan management, and consulting to individuals, trusts, estates, business entities, and retirement plans. The firm employs a structured Discovery process and works with third-party Sub-Advisers to tailor portfolio strategies, managing approximately $102.8 million in assets across 166 clients.