Jessica Lucas

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.