Scott Davis

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.

Tyler Henderson is a Certified Financial Planner® (CFP®) with 17 years of experience in the financial services industry. He is currently with Monterey Wealth, where he has worked since 2022. His prior experience includes roles at Oxford Financial Partners and MML Investors Services Inc, as well as MassMutual. Monterey Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and pension and profit-sharing plans. The firm customizes portfolios based on client objectives and risk tolerances, offering both discretionary and non-discretionary management with regular account reviews.

Matthew Yerkes is a financial advisor at Shea Financial Advisors in New Richmond, OH, holding a Series 65 designation with 25 years of industry experience. He has been with Shea Financial Advisors since 2015. Shea Financial Advisors provides fee-only financial planning and discretionary investment management primarily to individuals and families, emphasizing a long-term, buy-and-hold investment approach with strategic asset allocation across various equity classes and fixed income. The firm integrates tax planning and preparation into many engagements and manages accounts on a discretionary basis, occasionally delegating to independent managers while maintaining oversight.

Lucas Lloyd is a financial advisor with Lloyd Financial Group LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Lloyd Financial Group in 2025, he worked at Strategic Wealth Partners, Ltd. for six years and was employed at Muskingham University for four years. He maintains an inactive insurance license but does not engage in insurance sales. Lloyd Financial Group provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis and a long-term orientation, with portfolios customized to client objectives and monitored for rebalancing or tax considerations.