Michael C Mathiesen

John Lotshaw is the principal advisor at JM Lotshaw Consulting, an independent firm based in O'Fallon, Missouri. He holds the ChFC® designation and a Series 63 license, with 31 years of industry experience. Lotshaw previously worked at Financial Resources of St. Louis, Inc. for eight years before founding his current firm in 2003. JM Lotshaw Consulting provides discretionary portfolio management and advisory services primarily to high-net-worth individuals and families. The firm manages approximately $7.9 million across seven client relationships, focusing on a concentrated, individualized approach that combines fundamental and technical analysis tailored to clients’ objectives and risk tolerance.

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.

James Ethington is a financial advisor at Transcendent Investment Advisors, LLC and holds a Series 65 designation. He has one year of experience in financial advising and a background that includes eighteen years at The Boeing Company and twenty years with the Missouri Air National Guard. Transcendent Investment Advisors is an independent, fee-only registered investment adviser serving a broad range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm employs a quantitative, research-driven investment approach and offers continuous portfolio management alongside project-based consulting, educational services, and seminars.

Chad Centorbi is the principal of Centorbi Financial Group, Inc. in O'Fallon, MO, with 27 years of industry experience. He has held positions at Silver Oak Securities, Inc. and Sutterfield Financial Group, Inc. before founding his current firm in 2018. Centorbi serves on the investment committee for the Academy of the Sacred Heart School endowment fund and is president of CACIV Tax and Consulting. Centorbi Financial Group provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $38.6 million in assets. The firm offers both discretionary and non-discretionary portfolio management along with written financial plans, employing strategies such as asset allocation, dollar-cost averaging, and technical analysis.

Christopher Starkey is the sole advisor at Starkey & Associates, Inc. based in Weldon Spring, MO, with 23 years of industry experience and registrations including Series 63 and Series 65. He has been with Starkey & Associates since 1984. Outside of advising, he owns the musical group Ozark Mountain Boys, Inc. Starkey & Associates, Inc. is an independent registered investment adviser serving a small client base that includes individuals, pension plans, trusts, and business entities. The firm manages approximately $25 million in assets using a fundamental analysis approach with long- and short-term strategies and options, all on a non-discretionary basis.