Alexander Michael Mair

Joshua Bockhorst is the sole advisor at Bockhorst Wealth Strategies LLC and holds a Series 65 designation. He has previously worked at NorthRoad Church and St. Charles Community College and has nine years of experience at 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 and emphasizes client education through scheduled review meetings and written summaries.

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. She has worked with LPL Financial, LLC since 2017 and holds a vice president role 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 businesses. The firm manages approximately $68 million for about 174 clients, utilizing a primarily long-term, customized investment approach that includes individual equities, mutual funds, ETFs, and occasional alternative investments.

Gary Sheller is a CFP® professional with 38 years of experience in the financial services industry. He has held roles at Cutter & Company, Inc. and LPL Financial, and he has operated Sheller Wealth Management, Inc. since 2017. In addition to his advisory work, he has been involved in a variety of business ventures, including a hunting preserve called Oakwind Farms Hunting Preserve, Inc. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $68 million for around 174 clients through customized, long-term investment strategies that include equities, mutual funds, ETFs, and occasional alternative investments.

Matthew Evans is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked for First Heartland Capital for 22 years and is currently involved with Mortgage Free Life, LLC, where he owns and operates a business focused on fixed life and annuities, including training and recruiting agents. RPG Family Wealth Advisory provides customized wealth management, financial planning, investment management, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans, using a long-term, outcome-focused investment approach that combines fundamental and technical analysis.