Brian Forbush

Bruce Krieg is a financial advisor at Midwest Investment Advisors, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Midwest Investment Advisors since 2010 and also has a long tenure at Kriegl Lohbeck & Co dating back to 1992. Midwest Investment Advisors is a single-advisor independent firm that provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and business entities, including pension and profit-sharing plans. The firm employs multiple analytical methods and a broad range of investment instruments, with a client mix that uniquely includes corporate and institutional-type accounts.

P. Paul Albano is the principal and sole advisor at Jefferson Asset Management with 27 years of industry experience. He has led the firm since its founding in 1999. Outside of his advisory role, Albano serves as president and CEO of Quonset Corporation, a hospitality and recreation business. Jefferson Asset Management provides discretionary investment management primarily for individual and retirement accounts, as well as a variety of institutional clients. The firm employs both fundamental and technical analysis with a focus on long-term holdings and conducts regular portfolio reviews.

Brendon Sutherland is a financial advisor at Percipient Advisors LLC with a Series 65 credential and six years of industry experience. Prior to joining Percipient Advisors in 2026, he was self-employed from 2020 to 2026 and worked at Saint Louis University from 2016 to 2020. Percipient Advisors LLC is a registered investment adviser offering discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm provides two primary investment strategies: an Active Swing Trading approach focused on a concentrated basket of high-volatility securities and a Passive Asset Allocation strategy using broad-based equity and fixed-income ETFs.

John Gower is the sole advisor at John C. Gower, CFP, EA, an independent financial advisory firm. He holds the CFP® and Series 65 designations and has eight years of industry experience, with over 30 years at his current firm. In addition to financial planning, he provides tax preparation services as part of his business. The firm offers fee-only financial planning and investment advisory services primarily to individuals and families, as well as small businesses, trusts, and retirement plans. It manages approximately $42 million in client assets and emphasizes asset allocation, diversification, tax management, and risk control using no-load mutual funds, ETFs, individual securities, REITs, and CDs.

Charles Heisner is a CFP® and Series 65-registered financial advisor with 24 years of industry experience. He is the principal of Heisner Financial, LLC, an independent firm he founded in 2001 in St. Louis, MO. Heisner maintains an active CPA license, which he uses to supplement his financial advisory services. Heisner Financial, LLC provides personal financial planning and investment advisory services to individuals, trusts, and select business clients, integrating tax, bookkeeping, and business consulting with investment advice. The firm manages approximately $37 million in client assets on a non-discretionary basis and offers both ongoing and hourly consulting engagements.

Jay Peters is a CFP® and ChFC® affiliated with AECH Financial, an independent advisory firm, with 11 years of industry experience. He previously worked at Cetera and MSMF Wealth Management from 2016 to 2025. Outside of advising, Peters serves as an elected board member of a homeowners association and is involved in consulting and networking roles in real estate and referral partnerships. AECH Financial, founded in 2025, offers discretionary portfolio management to individuals, trusts, estates, corporations, and ERISA plan sponsors under 3(21) arrangements. The firm combines quantitative, fundamental, technical, cyclical, and economic analysis with both long- and short-term trading and strategic asset allocation, supporting approximately $24 million in assets across 82 client relationships.