Jessica Luebke

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.

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.

Jeffrey Mcgovern is a Series 65-licensed financial advisor with 13 years of industry experience. He is currently the sole advisor at Haven Wealth Planning, where he has worked since 2022. Prior to that, he spent six years at Buckingham Strategic Wealth, LLC. Haven Wealth Planning provides discretionary investment management and financial planning services primarily for individual and high-net-worth clients. The firm employs an evidence-based, passive investment approach grounded in Modern Portfolio Theory and the Fama–French framework, often utilizing index mutual funds and ETFs, and integrates financial planning with investment advice.

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.

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.

Stephen Parkin is the sole advisor at S.P. Parkin & Co, an independent firm based in Chesterfield, MO. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes long-term roles at Guardian Life Insurance Co. of America, Integrated Asset Management, Inc., and his own firms dating back to 1981. In addition to advisory services, Mr. Parkin is licensed to sell insurance through his firm, primarily to benefit clients. S.P. Parkin & Co. serves individual investors, corporations, churches, and endowments by providing investment supervisory services, portfolio management, financial planning, and consulting. The firm manages assets on a discretionary basis using four model portfolios with tactical sector rotation and employs multiple forms of analysis to adjust allocations. It also publishes a quarterly newsletter and operates an affiliated insurance agency, features that are uncommon among solo independent advisers.