Joshua Packman

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.

Bruce Krieg is a financial advisor at Midwest Investment Advisors, LLC in Fenton, Missouri, holding a Series 65 designation with 15 years of industry experience. He has been with Midwest Investment Advisors since 2010 and also has a long-standing association with Kriegl Lohbeck & Co dating back to 1992. Midwest Investment Advisors serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management and financial planning. The firm employs multiple analysis methods and manages all portfolios in-house, overseeing a notably high client load for a solo advisor and maintaining an affiliation with an accounting firm to offer complementary services.

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.

Daniel Heffernan is the principal of Heffernan & Associates, Inc. in St. Louis, MO, holding the CFP® designation and Series 63 license with 28 years of industry experience. He has been with Heffernan & Associates since 1985. Heffernan is also licensed as a life insurance agent for fixed annuities with Jackson National Life Insurance Company and AssetMark Trust Company. Heffernan & Associates provides investment advice and financial counseling to individuals, families, and related entities, managing approximately $17.12 million in client assets as of December 31, 2024. The firm employs a fundamental, long-term investment approach with a focus on macroeconomic assessment, credit analysis, and valuation, operating primarily on a non-discretionary basis with ongoing consultation and financial planning services.

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.