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.

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.

About the Firm Balance Life Planning was created to help mid-career individuals and families find balance between the financial and lifestyle needs of today, tomorrow, and legacy. Our approach combines the core tenets of financial planning: Investment Strategy Tax Planning Cash Flow/ Retirement Planning Insurance Analysis Estate Planning Furthermore, we offer planning catered to families that have more complex compensation such as stock options, RSUs, Employee Stock Purchase Plans (ESPP), etc. We utilize the latest technology available to deliver a seamless client experience that includes a planning portal, secure vault for planning documents, tax planning tools, and more. About Me I was born and raised in Canton, OH and relocated to the Cincinnati area to attend Xavier University. During that time, I met my wife Erica, and we settled in Villa Hills, KY. We have three beautiful daughters: Molly, Taylor, and Charlotte. We enjoy traveling, various sports, and dogs (we have three dogs Rev, Louis, and Teller). I started in the Financial Services industry at a large investment firm in 2011. During my nearly 10 years there, I worked my way from customer service, through various trading positions, to a book of clients of over 900 high-net worth households that I assisted with planning and investing. In February 2015, I earned my CFP® marks (CERTFIED FINANCIAL PLANNER™). In September 2020, I decided it was time for a change that offered a better life balance and client experience. I joined a smaller firm in Blue Ash, OH, as a Senior Advisor. During that time, I gained valuable experience working through complex planning scenarios with high-net worth clients, managing day to day operations of the firm, and was closely connected to a first-class CPA firm. Of the thousands of clients I've had the privilege to serve, several carried ranging degrees of regret around their financial planning path. Most of which sounded like: "if I knew then what I knew now, I would have...". I have designed Balanced Life Planning to meet clients and families where they are earlier in life to create better financial outcomes.

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.

Brock Muller is a financial advisor at E2 Financial Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones, Cornerstone Retirement Advisors, and Raymond James Financial Services. In addition to his advisory role, he operates as a sole proprietor insurance agent. E2 Financial Services provides investment advice and ongoing portfolio management on a non-discretionary basis to individuals, high-net-worth clients, and business entities. The firm combines personalized investment planning with insurance product recommendations through an affiliated agency and emphasizes client approval for all trades.

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.

Luann Driscoll is a financial advisor at Research & Portfolio Management with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at American Equity Investment Corp and Mcw Financial, Inc., the latter operating as Research & Portfolio Management. Research & Portfolio Management offers discretionary and non-discretionary portfolio management and pension consulting services to individuals, retirement plans, trusts, estates, and business entities. The firm employs a suitability-driven, equity-focused investment approach combining fundamental, technical, and cyclical analysis, and utilizes Raymond James Asset Management Services for separately managed accounts.

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.

Robert Mc Kay is a financial advisor at Nautical Star Financial Group LLC with Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at Berthel, Fisher & Company Financial Services, Inc., BFC PLANNING, Inc., and Atlantis Global. In addition to his advisory work, he sells life, long-term care, and disability insurance. Nautical Star Financial Group provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, tailored portfolio construction and integrates third-party managers and sub-advisors while maintaining fiduciary responsibility.

Michael Weber is a financial advisor with Research & Portfolio Management, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior experience includes six years at American Equity Investment Corp. He has been with Research & Portfolio Management since 2011. Research & Portfolio Management offers discretionary and non-discretionary portfolio management and pension consulting services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a suitability-driven, equity-focused investment process that incorporates fundamental, technical, and cyclical analysis along with a blend of long- and short-term strategies.

Jereme Ransick is a CFP® with 22 years of experience in financial advising, currently practicing at Principled Wealth Advisors, LLC in Covington, KY. He has been with Principled Wealth Advisors and Commonwealth Financial Network since 2005. Outside of his advisory work, he is a co-owner of Hog Gap Hollow, LLC, a real estate management entity in Kentucky. Principled Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, trusts, retirement plans, corporations, and foundations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and third-party manager services, using a Modern Portfolio Theory-based approach with strategic asset allocation across various asset classes and model portfolios.

Luke Merry is a CFP® with ten years of experience in the financial services industry. He is currently a co-owner and advisor at Principled Wealth Advisors, LLC, and previously worked at Commonwealth Financial Network and Fidelity Brokerage Services. Outside of his advisory role, he founded Little Liturgy, a business focused on 3D printing and selling toy figures. Principled Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, trusts, retirement plans, corporations, and foundations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, employing a Modern Portfolio Theory-based investment approach with access to third-party managers and model portfolios.

Austin Stinson is a CFP® professional with 12 years of industry experience. He is affiliated with Altus Wealth Management, LLC, where he works as part of a five-advisor team. Prior to joining Altus, he held roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Altus Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and charitable organizations. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on diversified portfolios with an emphasis on low-cost ETFs, mutual funds, and individual fixed-income securities.

Michael Maisel is a financial advisor with Legacy Financial Advisors, Inc. in Covington, KY, holding Series 63 and Series 66 designations and bringing three years of industry experience. Prior to joining Legacy Financial Advisors in 2024, he worked at Fidelity Investments and has experience running MJM Productions, a freelance media company where he provides equipment rental and consulting services. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations with financial planning, estate planning, risk management, and portfolio management. The firm employs a diversified investment approach emphasizing asset allocation and manages approximately $1.5 billion in client assets across about 1,000 clients.

Steven O’Connor is a CFP® with 23 years of industry experience, currently serving as an advisor at Altus Wealth Management, LLC since 2010. He holds the Series 63 and Series 65 licenses and works from Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm employs a blend of Modern Portfolio Theory with tactical asset allocation and relative strength analysis, focusing on low-cost ETFs and mutual funds, and offers a dedicated Preservation fixed-income model that uses individual bonds alongside strategic long-term and tactical investment approaches.

Adam Lisowsky is a CFP® professional with 11 years of industry experience. He is currently with Journey Advisory Group, LLC and has previously worked at CX Institutional, Clarify Wealth Management, LPL Financial, and Fidelity Brokerage Services. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans. The firm offers discretionary portfolio management and financial planning, applying a long-term investment strategy with strategic asset allocation and a variety of analytical methods.

Lars Meiman is a CFA® charterholder with six years of experience at Legacy Financial Advisors, Inc., following prior roles at Merrill Lynch, Fidelity Investments, and The Kroger Co. Based in Covington, KY, he also assists in his family's small business, working approximately 10 hours per month as an office assistant in a flag and banner production distributorship. Legacy Financial Advisors is a multi-advisor team managing about $1.5 billion in client assets for individuals, families, businesses, and various entities. The firm emphasizes diversified, asset-allocation-driven investment strategies combining capital preservation and growth, and offers financial planning, estate planning, risk management, and discretionary portfolio management across traditional and alternative investments.