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.

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.

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 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.

Robert Mc Kay is a financial advisor with Nautical Star Financial Group LLC in Fort Mitchell, KY. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at BFC Planning, Inc., Berthel, Fisher & Company Financial Services, Inc., and Atlantis Global. Outside of advisory work, he is a licensed agent selling life, long-term care, and disability insurance. Nautical Star Financial Group provides investment advisory and portfolio management services to individual and high-net-worth clients, managing approximately $38.5 million across about 64 households through a three-advisor team.

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.

Austin Stinson is a CFP® with 11 years of industry experience, currently serving as an advisor at Altus Wealth Management, LLC. He has been with Fidelity Personal and Workplace Advisors since 2018 and has held a role with FIDELITY Brokerage Services LLC since 2014. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm manages approximately $359 million across 273 client relationships and employs a blend of Modern Portfolio Theory with tactical asset allocation, emphasizing low-cost ETFs and mutual funds alongside individual fixed-income securities in certain models.

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.

Marcus Rose is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) plan advisory, and tax preparation services. The firm employs a goal-focused investment approach centered on diversified, multi-asset portfolios with strategic allocation and regular rebalancing, alongside a Schwab Institutional Intelligent Portfolios “Liftoff” program for select clients.

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.

Andrew Hermes is a CFP® with 21 years of industry experience, currently serving as an advisor at Altus Wealth Management, LLC since 2010. He holds Series 63 and Series 66 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, emphasizing low-cost ETFs and mutual funds, and distinguishes itself with a dedicated fixed-income Preservation model that uses individual bonds alongside strategic and tactical investment approaches.

Derek Schmidt is a CFP® with nine years of industry experience, currently serving as an advisor at Altus Wealth Management, LLC. His prior work includes roles at UBS Financial Services and Fidelity Brokerage Services, LLC. Altus Wealth Management offers discretionary investment management and financial planning primarily to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, with a distinctive Preservation fixed-income model that utilizes individual bonds alongside active portfolio adjustments.

William Doepker is a CFP® with 27 years of industry experience and has been with Altus Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in 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 uses a blend of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on low-cost ETFs and mutual funds, with a dedicated fixed-income Preservation model emphasizing individual bonds.

Brian Couch is a CFP® with 23 years of industry experience, currently serving at Advisory Services Network since 2026. He previously worked at Fidelity Investments and its related entities from 2000 to 2025. Outside of his advisory role, Brian is a photographer specializing in wedding, portrait, and sports photography. Advisory Services Network is an enterprise firm with a network of approximately 208 independent advisers serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets through customized investment strategies and multiple implementation options.

Stephen Harper is a financial advisor at Advisor Share Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Simplicity Wealth, LLC. Outside of his advisory role, Harper owns Preservation Wealth Consultants LLC, a tax preparation and advisory service, and serves as an enrolled agent with the IRS. He also speaks periodically at local churches. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a platform used by independent advisers and utilizes third-party sub-advisers and model portfolios to implement client strategies, with ongoing evaluation and oversight of those managers.

Gary Williams is a CFP® with 36 years of industry experience, currently serving as a financial advisor at United Advisor Group since 2023. He previously worked at Crown Capital Securities, LP for 18 years and has been employed as a registered respiratory therapist at TriHealth since 2003. In addition to his advisory role, he is also an independent insurance agent. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, family office services, and financial education. The firm utilizes proprietary model portfolios, custom accounts, and third-party managers, employing a combination of fundamental, technical, and strategic asset-allocation approaches.