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 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 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.

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.

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 at Lloyd Financial Group LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Strategic Wealth Partners, Ltd. and Muskingham University. Lloyd is a licensed insurance agent but is not actively engaged in insurance sales. Lloyd Financial Group LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $19.86 million in assets. The firm employs a long-term investment approach focused on fundamental analysis and uses low-cost mutual funds and ETFs, supplementing portfolios with individual securities as appropriate.

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.

Philip Scott is a financial advisor at Souders Financial Advisors, LLC with 34 years of industry experience. He has previously worked at Advantage Investment Management LLC and LPL Financial LLC. Outside of his advisory role, he owns and operates B3 Academy LLC, a sports training and coaching academy for select baseball and basketball athletes. Souders Financial Advisors provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm employs a financial-plan driven approach featuring model portfolios, strategic asset allocation, and diversification across asset classes.

Daniel Rinck is a financial advisor at HCM Wealth Advisors in Cincinnati, OH, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual and several independent advisory practices prior to joining HCM Wealth Advisors in 2017. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses with discretionary portfolio management based on model-driven asset allocation and third-party manager selection. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analysis along with options strategies and separately managed accounts, managing over $1.23 billion in client assets.

Michael Treft is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, holding a Series 65 credential with six years of industry experience. He has worked at Souders Financial Group since 2019, following roles at TPC Rivers Bend, Great American Insurance Company, and Which Wich. Souders Financial Advisors is a multi-advisor firm managing approximately $1.41 billion, providing wealth management, financial planning, and portfolio management services to individuals, trusts, pension and ERISA plans, and foundations. The firm emphasizes a financial plan-based investment approach that integrates diversified portfolios with tailored asset allocation and both long- and short-term trading strategies.

Brian Giesting is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, with 22 years of industry experience. He holds a Series 63 designation and has previously worked at Private Client Services, Lpl Financial LLC, and Advantage Investment Management, LLC. Outside of advising, he is involved in insurance sales. Souders Financial Advisors provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm employs a financial-plan driven approach utilizing model portfolios and strategic asset allocation, offering both discretionary and non-discretionary services.

Jake Butcher is a CFP® professional at HCM Wealth Advisors in Cincinnati, OH, with 11 years of industry experience. He has worked at Hengehold Capital Management LLC since 2011. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management centered on model-based asset allocation, financial planning, and third-party manager oversight. The firm integrates long-term core holdings with tactical positions and employs a range of analytical approaches, including options strategies and separately managed accounts, managing over $1.23 billion in assets with a nine-advisor team.

Ryan Bonaventura is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, Ohio, with 20 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial LLC and Advantage Investment Management, LLC. Bonaventura is also involved with Bonaventura Wealth Advisors, focusing on financial planning and advisory services. Souders Financial Advisors provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm employs a financial-plan driven approach with personalized portfolio management, strategic asset allocation, and diversification across asset classes, offering services on both discretionary and non-discretionary bases.

Daniel Souders is a CFP® professional with 36 years of industry experience, currently serving as president and advisor at Souders Financial Advisors, LLC in Cincinnati, OH. He previously worked at Private Client Services, LPL Financial LLC, and Advantage Investment Management LLC. In addition to his advisory role, he holds leadership positions in related financial services entities, including serving as president of Souders Financial Group Inc. and trustee of the Souders Financial Group 401(k) plan. Souders Financial Advisors, LLC provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm employs a financial-plan driven approach featuring model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services.

Dawne Ferland is a financial advisor with Woodstock Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Woodstock Wealth Management since 2018 and previously worked at Woodstock Financial Group. Outside of her advisory role, she operates branch offices for Woodstock Wealth Management and St. Bernard Financial Services and sells non-securities insurance products. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third‑party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million on a discretionary basis and offers a performance-based fee program alongside managed account and planning services.

Matthew Calme is a CFP® professional with 12 years of industry experience and is currently with HCM Wealth Advisors in Cincinnati, OH. He has worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC prior to joining HCM Wealth Advisors. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management and financial planning. The firm’s approach integrates long-term core holdings with short-term tactical positions, using multiple analytical methods and options strategies, and manages over $1.23 billion in client assets.

Michael Souders is a CFP® professional with 14 years of experience in financial advising. He is the founder of Souders Financial Advisors, LLC and has previously worked with Private Client Services, LPL Financial LLC, and Advantage Investment Management LLC. Souders Financial Advisors, LLC provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm uses a financial-plan driven approach with model portfolios, strategic asset allocation, and diversified investments, offering both discretionary and non-discretionary services.

Steven Hengehold is a CFP® with 10 years of industry experience and is currently with HCM Wealth Advisors in Cincinnati, OH. He has worked at Hengehold Capital Management since 2014. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, providing discretionary portfolio management, financial planning, and oversight of third-party money managers. The firm employs a combined investment approach using long-term core holdings and short-term tactical positions, including options strategies, and manages over $1.23 billion in client assets across a nine-advisor team.

Catherine Zaino is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, with 27 years of industry experience. She holds a Series 63 designation and has worked previously at Advantage Investment Management, LLC and LPL Financial LLC. Outside of her advisory role, she has been involved in non-variable insurance sales, including health, dental, life, and disability insurance. Souders Financial Advisors, LLC provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm employs a financial-plan driven approach featuring model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services while acting as a fiduciary for applicable retirement accounts.