Carl Thoenen

Jeffrey Laughlin is a CFP® with 17 years of industry experience and has been with Fidelis Financial Planning, LLC since 2011. He holds a Series 65 license and is based in Saint Charles, MO. Outside of his advisory role, he is the owner and managing member of a non-investment related real estate entity. Fidelis Financial Planning serves middle-income and high-net-worth individuals, as well as various institutional clients, offering integrated financial planning and discretionary portfolio management. The firm employs a structured investment approach grounded in academic research, focusing on broadly diversified, low-cost funds and ETFs.

Michael Mills is the sole advisor at Mills Barrington Advisors, LLC, an independent firm based in Chesterfield, MO. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Mills has led his firm since its founding in 2013, following prior experience at major brokerage firms. Mills Barrington Advisors provides discretionary portfolio management and investment advisory services to individuals, trusts, and businesses. The firm emphasizes global diversification and uses a combination of quantitative analysis with fundamental and technical inputs, employing a range of strategies including margin, options, and short sales alongside longer-term holdings.

Richard Murray is a financial advisor with Midwest Advisors LLC in Saint Louis, MO, holding a Series 65 credential and 10 years of industry experience. He has worked at Midwest Advisors LLC since 2012, including a period from 2017 to 2019 at Sorin Capital Management. Midwest Advisors LLC is a small, independent firm managing approximately $39.1 million on a discretionary basis for a select client base. The firm specializes in investment management focused on U.S. real estate industry securities, employing both long-short and long-only strategies with options used for hedging, and follows a fundamental, value-biased investment approach supported by frequent industry engagement and detailed research.

Gary Cassell is a financial advisor at Premier Wealth Advisory Services, Inc. in Chesterfield, MO, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Premier Wealth Advisory Services since 1998, also working at Ceros Financial Services Inc. since 2012. Cassell is an independent insurance agent for various companies in addition to his advisory work. Premier Wealth Advisory Services provides portfolio and active management to individuals, high-net-worth clients, trusts, and retirement plans, using a blend of technical and fundamental analysis combined with tactical timing rules. The firm offers discretionary and non-discretionary management across multiple asset classes and conducts daily monitoring with monthly reviews.

Matthew Durham is the principal of Durham Wealth Management, LLC, an independent advisory firm based in St. Peters, MO. He holds a Series 66 designation and has 25 years of industry experience, including prior roles at LPL Financial and Infinity Financial Services. In addition to his advisory work, Durham maintains a licensed insurance practice. Durham Wealth Management is a solo advisory firm serving individual clients through discretionary portfolio management and written financial planning. The firm customizes investment strategies based on clients’ goals and risk tolerance, using fundamental and technical analysis, and manages approximately $11.5 million across 83 client relationships.

Monica Gamblin is a financial advisor at Integra Wealth Advisors in Dallas, TX, with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at First Heartland Capital, Inc. from 2011 to 2016. In addition to her advisory role, she operates The Gamblin Group, providing tax representation and preparation services. Integra Wealth Advisors serves individual clients by offering comprehensive financial planning and tax-related services, with a focus on acting as a liaison to third-party money managers rather than managing assets directly. The firm also conducts public seminars and workshops aimed at educating clients and the public at no charge.