Todd Reed

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.

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 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.