HORAN Wealth, LLC

Michael Hermes is a CFP® and CFA® with eight years of experience in the financial services industry. He is currently a Vice President and Wealth Advisor at HORAN Wealth, LLC, having previously worked at Horan Securities, Inc. and Fifth Third Bank. Hermes serves on the board of The Dragonfly Foundation, a nonprofit organization based in Cincinnati. HORAN Wealth, LLC provides fee-based asset management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients. The firm manages approximately $1.45 billion through 22 advisors and employs an investment approach focused on asset allocation, diversification, and periodic rebalancing across various financial instruments.

Kathleen Laverde is a financial advisor with HORAN Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, LLC, Saybrus Equity Services, Mercury Financial Group, and The Leaders Group Inc. HORAN Wealth, LLC is a multi-team firm serving individuals, including high-net-worth clients, plan sponsors, and institutional clients. The firm manages approximately $1.45 billion and employs an investment approach centered on asset allocation, diversification, security selection, and regular portfolio rebalancing.

Muhammad Tiwana is a financial advisor at HORAN Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Horan Securities Inc., NinjaTrader, Tradovate, and Robert Half. HORAN Wealth, LLC provides fee-based asset management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients. The firm manages approximately $1.45 billion across 22 advisors, focusing on diversified investment strategies guided by an internal Investment Committee.

David Lohre is a financial advisor at HORAN Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at HORAN Securities, Inc. for 16 years. HORAN Wealth, LLC provides fee-based asset management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients. The firm manages approximately $1.45 billion across 22 advisors, focusing on asset allocation, diversification, and periodic rebalancing using a range of investment instruments.

Terence Horan is a financial advisor at HORAN Wealth, LLC with 45 years of industry experience. He holds the ChFC® and Series 63 designations and has been involved with related firms since 1973, including Horan Securities, Inc. and Horan Associates Inc. Outside of his advisory work, he serves on the investment committee of the Dominican Sisters of Nashville and is a board member of the University of Cincinnati Economics Center, which promotes economic and financial literacy for K-12 education. HORAN Wealth, LLC is a multi-team firm providing fee-based asset management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients. The firm manages approximately $1.45 billion across 22 advisors, focusing on diversified investment strategies and regular committee oversight.

Keith Prince is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at HORAN Wealth, LLC. His prior roles include positions at UBS Financial Services Inc. and Fidelity Brokerage Services LLC. HORAN Wealth, LLC is a multi-team firm managing approximately $1.45 billion for individuals, plan sponsors, and institutional clients. The firm emphasizes asset allocation, diversification, and periodic rebalancing, offering both discretionary and non-discretionary management across a range of investment vehicles.

William Hardigg is a CFP® with 15 years of industry experience, currently serving as a financial advisor at HORAN Wealth, LLC. His prior experience includes roles at ARGI Investment Services and Horan Wealth Management. HORAN Wealth, LLC is a multi-team firm that provides fee-based asset management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients. The firm manages approximately $1.45 billion through 22 advisors, employing a diversified investment approach guided by an internal Investment Committee.

Christine Stine is a financial advisor with HORAN Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Fifth Third Securities and Horan Securities, Inc. HORAN Wealth, LLC is a multi-team firm serving individuals, plan sponsors, and institutional clients with fee-based asset management, financial planning, and retirement plan advisory services. The firm manages approximately $1.45 billion and employs an investment approach focused on asset allocation, diversification, and periodic rebalancing, supported by an internal Investment Committee.

Thomas Reitzes is a CFP® professional with nine years of industry experience, currently serving at HORAN Wealth, LLC. His prior experience includes roles at Ameriprise Financial Services, Inc. and HORAN Securities, Inc. He serves as a board member and finance committee participant at St. Joseph Crescent Springs Catholic Church and as treasurer and board member for the Julie Learning Center, where he is involved in budgeting and financial statement analysis. HORAN Wealth, LLC provides fee-based asset management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients. The firm manages approximately $1.45 billion across 22 advisors and emphasizes asset allocation, diversification, and periodic portfolio rebalancing through both discretionary and non-discretionary management approaches.

Todd Hibner is a CFA® charterholder with one year of experience in the financial services industry. He is currently with HORAN Wealth, LLC, where he has worked since 2024, following roles at Neyer Properties and Wellington Management Company LLP. HORAN Wealth, LLC is a multi-team firm serving individuals, plan sponsors, and institutional clients with fee-based asset management, financial planning, and retirement plan advisory services. The firm manages approximately $1.45 billion through 22 advisors, emphasizing asset allocation, diversification, and regular portfolio oversight.

Paul Carl is a financial advisor at HORAN Wealth, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Horan Securities, Inc. for 11 years. Outside of his advisory role, Carl serves as a school board member for Holy Cross High School and participates on the Investment Advisory Committee for the Diocese of Covington. HORAN Wealth, LLC provides fee-based asset management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients. The firm manages approximately $1.45 billion through 22 advisors and emphasizes asset allocation, diversification, and periodic rebalancing across various investment vehicles.

Richard Bascom is a financial advisor at HORAN Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at HORAN Securities Inc, the University of Kentucky, East Kentucky Power Cooperative, and Saint Xavier High School. HORAN Wealth, LLC is a multi-team firm serving individuals, plan sponsors, and institutional clients with fee-based asset management, financial planning, and retirement plan advisory services. The firm manages approximately $1.45 billion across 22 advisors and employs a disciplined investment approach guided by an internal Investment Committee.

Ryan Janka is a financial advisor at HORAN Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at HORAN Securities Inc. and M Holdings Securities, Inc. Outside of his advisory role, he serves as a board member for Linden Grove School, participating in shaping strategic goals. HORAN Wealth, LLC provides fee-based asset management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients. The firm manages approximately $1.45 billion through 22 advisors and emphasizes asset allocation, diversification, and security selection guided by an internal Investment Committee.

Todd Poellein is a CFA® charterholder with seven years of industry experience. He has been with HORAN Wealth, LLC since 2025 and previously worked at HORAN Capital Advisors for ten years. The firm provides fee-based asset management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients. HORAN Wealth, LLC manages approximately $1.45 billion through 22 advisors and employs a diversified investment approach guided by an internal Investment Committee.