Alexander Michael Mair

Joshua Bockhorst is a financial advisor with Bockhorst Wealth Strategies LLC in Troy, Lincoln, Missouri. He holds a Series 65 designation and has experience outside of finance working with NorthRoad Church, St. Charles Community College, and Downs Drywall. Bockhorst Wealth Strategies LLC is a Missouri-registered investment adviser that provides non-discretionary investment advisory services and financial coaching to individual investors, including both non-high-net-worth and high-net-worth clients. The firm combines fundamental and technical analysis with market research to develop long-term investment recommendations and emphasizes client education through scheduled review meetings and written follow-up.

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.

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.

Gary Sheller is a CFP® with 37 years of industry experience, currently serving as an advisor at Sheller Wealth Management, Inc. in Troy, MO. Before founding Sheller Wealth Management in 2017, he spent 11 years at Cutter & Company, Inc. Outside of financial advising, he is involved in operating Oakwind Farms Hunting Preserve, a business he owns in Troy. 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 utilizes a primarily long-term investment approach, constructing customized portfolios from equities, fixed income, and ETFs.

Matthew Evans is a financial advisor with RPg Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes over two decades at First Heartland Capital and roles at Solae Group, LLC, and Mortgage Free Life, LLC, where he is involved in insurance sales and agent training. RPg Family Wealth Advisory offers customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented investment approach combining fundamental and technical analysis, with portfolios constructed from equities, fixed income, mutual funds, ETFs, and alternative investments, and utilizes managed account programs and sub-advisors to implement strategies.