Alexander Mair

James Dearing is a CFP® with 27 years of experience, currently serving as the sole advisor at Wealth Ambassadors, LLC in Lake St. Louis, MO. He has been self-employed as an insurance agent since 2012 and serves on the board of Worldwide Inventory Network, Inc., a charitable organization. He is also involved in a health consulting business and owns a group coaching and training company. Wealth Ambassadors provides portfolio management and financial planning services to individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm employs a modern portfolio theory approach with globally diversified portfolios, often using mutual funds and ETFs, and offers both discretionary and non-discretionary management along with pension consulting.

Lesley Kilcullin is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Kilcullin Financial Life Planning, LLC since 2015. The firm manages approximately $57.9 million across about 111 client relationships, providing comprehensive financial planning, investment consultation, portfolio management, and retirement-plan rollover advice. Kilcullin Financial Life Planning employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, focusing on diversified, tax-efficient, low-cost mutual funds, ETFs, and individual securities, primarily managing assets on a nondiscretionary basis. The firm also offers educational workshops and assists clients with accounts maintained at other custodians.

Bradley Bishop is a financial advisor at Belmont Private Wealth with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Namtaf Advisors, TSG Properties, and Matter Family Office. Belmont Private Wealth serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning. The firm employs a Modern Portfolio Theory-based, asset allocation approach using passive investment vehicles alongside manager and fund analysis to build diversified portfolios.

Matthew Renaud is a financial advisor at Renaud & Company, LLC with 18 years of industry experience. He has been with the firm since 1999 and holds Series 63 and Series 65 designations. Renaud & Company, L.L.C. provides discretionary portfolio management and comprehensive financial planning to individuals, families, and small businesses. The firm employs an actively managed, objectives-driven process that incorporates various analytical methods across multiple asset classes and generally reviews accounts quarterly.

Ashley Arnold is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Sheller Wealth Management, Inc. in Troy, MO. Prior to joining Sheller Wealth, Arnold has been affiliated with LPL Financial, LLC since 2017 and holds a leadership role as Vice President at S/A Analytics, Inc., where she is involved in economic research and analysis. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $58.5 million in assets and uses a primarily long-term investment approach, combining fundamental, technical, and charting analysis to tailor portfolios primarily consisting of equities, fixed income, and ETFs.

John Rhodes is a CFP® professional with four years of industry experience, currently serving as an advisor at Belmont Private Wealth. His prior roles include positions at Krilogy Financial and Moneta Group Investment Advisors. Rhodes also spent four years at Elon University earlier in his career. Belmont Private Wealth works with individual and high-net-worth clients, offering discretionary wealth management and comprehensive financial planning. The firm employs an asset-allocation approach based on Modern Portfolio Theory, favoring passive investment vehicles alongside manager and fund analysis to build diversified portfolios.