Paul Lloyd Edwards

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.

John Lotshaw is the principal of JM Lotshaw Consulting, an independent registered investment adviser based in O'Fallon, Missouri. He holds the ChFC® designation and Series 63 license and has 30 years of industry experience. Lotshaw has led JM Lotshaw Consulting since 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, using a combination of fundamental and technical analysis to tailor strategies according to clients’ objectives and risk tolerances.

Matthew Durham is the sole advisor at Durham Wealth Management, LLC in St. Peters, MO, holding a Series 66 designation with 26 years of industry experience. He has led his independent firm since 2016 and also operates as a licensed insurance agent. Durham’s insurance sales form a separate business activity alongside his advisory role. Durham Wealth Management provides discretionary investment management and financial planning primarily to individual clients, managing approximately $27.6 million across about 80 accounts. The firm uses fundamental and technical analysis, cyclical analysis, and tactical asset allocation to create portfolios tailored to clients’ goals, with quarterly reviews and written financial plans delivered within about 60 days.

In 2018, I launched Oakview Wealth Solutions - a St Charles Fee-Only Financial Planner. As an industry-leading CFP® professional I help our clients eliminate debt, invest smarter, and retire faster. Since launching Oakview Wealth Solutions, I have helped clients buy their dream home, quickly and safely pay down debt, protect their wealth, and retire on their terms. All so they can live richer lives now. I’m a proud graduate of the College of Architecture, Design and Construction at Auburn University and the Certified Financial Planner program at Northwestern University. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry. When I'm not helping clients realize their dreams, I like to spend my time at concerts, traveling with my family, and watching college football. War Eagle!

Joshua Bockhorst is a financial advisor with Bockhorst Wealth Strategies LLC in Troy, Lincoln, Missouri. He holds a Series 65 designation and has experience outside of finance working with NorthRoad Church, St. Charles Community College, and 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 to develop long-term investment recommendations and emphasizes client education through scheduled review meetings and written follow-up.

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.