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.

Lesley Kilcullin is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Kilcullin Financial Life Planning, LLC since 2015. The firm manages approximately $57.9 million across about 111 client relationships, providing comprehensive financial planning, investment consultation, portfolio management, and retirement-plan rollover advice. Kilcullin Financial Life Planning employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, focusing on diversified, tax-efficient, low-cost mutual funds, ETFs, and individual securities, primarily managing assets on a nondiscretionary basis. The firm also offers educational workshops and assists clients with accounts maintained at other custodians.

Aaron Keener Smith is a financial advisor at Tiburon Capital Advisors LLC in Lake St Louis, MO. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at FXPM, Tiburon Talent and Asset Management, and Stl Weightloss. Tiburon Capital Advisors provides discretionary and non-discretionary investment management primarily for accredited and high-net-worth individuals and small businesses. The firm uses a combined tactical and strategic investment approach with a broad range of permitted investment instruments and documents client risk tolerance through an Investment Policy Statement.

Bradley Bishop is a financial advisor at Belmont Private Wealth with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Namtaf Advisors, TSG Properties, and Matter Family Office. Belmont Private Wealth serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning. The firm employs a Modern Portfolio Theory-based, asset allocation approach using passive investment vehicles alongside manager and fund analysis to build diversified portfolios.

Alexandra Markulis is a financial advisor with The Wealth Collaborative, holding a Series 66 designation and seven years of industry experience. She previously worked at UBS Financial Services Inc. for six years before joining her current firm. The Wealth Collaborative is a fee-only advisory firm serving individual clients and employer plan sponsors. The firm offers personalized investment management, financial planning, retirement plan consulting, and educational seminars, using a combination of passive and active portfolio strategies.

Hannah Wardenburg is a CFP® and Series 66-licensed financial advisor with five years of industry experience. She has worked at The Wealth Collaborative since 2023 and previously held roles at Hightower and Edward Jones. The Wealth Collaborative is a fee-only advisory firm serving individual clients and employer plan sponsors with investment management, financial planning, retirement plan consulting, and educational seminars. The firm employs a blend of passive and active investment strategies and manages accounts on a discretionary basis.

Ashley Arnold is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Sheller Wealth Management, Inc. in Troy, MO. Prior to joining Sheller Wealth, Arnold has been affiliated with LPL Financial, LLC since 2017 and holds a leadership role as Vice President at S/A Analytics, Inc., where she is involved in economic research and analysis. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $58.5 million in assets and uses a primarily long-term investment approach, combining fundamental, technical, and charting analysis to tailor portfolios primarily consisting of equities, fixed income, and ETFs.

John Rhodes is a CFP® professional with four years of industry experience, currently serving as an advisor at Belmont Private Wealth. His prior roles include positions at Krilogy Financial and Moneta Group Investment Advisors. Rhodes also spent four years at Elon University earlier in his career. Belmont Private Wealth works with individual and high-net-worth clients, offering discretionary wealth management and comprehensive financial planning. The firm employs an asset-allocation approach based on Modern Portfolio Theory, favoring passive investment vehicles alongside manager and fund analysis to build diversified portfolios.

Gary Sheller is a CFP® with 37 years of industry experience, currently serving as an advisor at Sheller Wealth Management, Inc. in Troy, MO. Before founding Sheller Wealth Management in 2017, he spent 11 years at Cutter & Company, Inc. Outside of financial advising, he is involved in operating Oakwind Farms Hunting Preserve, a business he owns in Troy. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $58.5 million in assets and utilizes a primarily long-term investment approach, constructing customized portfolios from equities, fixed income, and ETFs.

Matthew Evans is a financial advisor with RPg Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes over two decades at First Heartland Capital and roles at Solae Group, LLC, and Mortgage Free Life, LLC, where he is involved in insurance sales and agent training. RPg Family Wealth Advisory offers customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented investment approach combining fundamental and technical analysis, with portfolios constructed from equities, fixed income, mutual funds, ETFs, and alternative investments, and utilizes managed account programs and sub-advisors to implement strategies.

Jason Sherman is a financial advisor with IFC, holding a Series 66 designation and nine years of industry experience. He has previously worked with Cetera Advisor Networks LLC and VOYA Financial Advisors. Sherman is also a co-owner of Spectrum Retirement Solutions LLC, where he provides financial and insurance services. IFC is a team-based firm serving individuals, trusts, pension and retirement plans, and businesses. The firm manages approximately $110 million in client assets and offers financial planning, consultations, and investment management using mutual funds, ETFs, and independent sub-advisors.

Sarah Payne is a financial advisor at First Heartland Consultants, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Kirklands, JC Penney, and The Children's Place. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Charles Wray is a financial advisor with LPL Financial based in Lake St Louis, MO, holding a Series 66 designation and five years of industry experience. He has worked at several firms including Northwestern Mutual and has been involved with Cornerstone Wealth Management and Vine Wealth Management, where he provides administrative support. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team that develops model portfolios and provides various investment delivery options tailored to client needs.

Jeanne Jehle is a financial advisor with First Heartland Consultants, Inc. She holds a Series 66 designation and has 20 years of industry experience. Jeanne has worked with Centerre Capital, LLC since 2008 and has been with First Heartland Capital Inc. since 2004. In addition to her advisory role, she provides tax preparation and legal advice outside of normal business hours. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers a range of financial planning, asset management, and consulting services delivered through a network of independent investment adviser representatives.

Scott Hoskins is a financial advisor at BFC PLANNING, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked with World Equity Group and Berthel Fisher & Company Financial Services prior to his current role. Outside of advising, Hoskins is involved in the restaurant industry, working as a server at Prados Restaurant. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various external managers, employing a range of investment strategies across multiple platforms.

Scott Hoff is a CFP® and ChFC® with 20 years of experience in financial advisory. He has been with First Heartland Capital Inc. since 2000. Outside of his advisory work, he serves as president of Italiano Per Piacere, an Italian language club that organizes events to promote the language. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Shaun Felber is a financial advisor with Principal Advised Services in Wentzville, Missouri, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Principal Financial Services, First Mid Bank & Trust, Fidelity Investments, and Citi. Outside of advising, he umpires little league baseball and softball games for the City of Wentzville. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering a blend of non-discretionary investment recommendations and a discretionary wrap-fee investment management program. The firm integrates third-party and proprietary models and operates as part of the Principal Financial Group family, providing access to affiliated products and services.

Andrew Nicholl is a financial advisor with First Heartland Consultants, Inc. in Maryland Heights, MO. He holds Series 63 and Series 66 licenses and has 42 years of industry experience. Nicholl has been with First Heartland Capital Inc. since 2003 and operates a sole proprietorship providing consulting and sales of insurance and financial products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm delivers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Christopher Cooper is a financial advisor with Fortis Capital Advisors, LLC in O'Fallon, Missouri. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Fortis Capital Advisors in 2024, he worked at several firms including Serenity Wealth Management, where he also serves as president and is involved in insurance sales. Fortis Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, businesses, retirement plans, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring, employing a range of strategies across passive, active, tactical, blended, and ESG-integrated approaches.

Louis Wray Jr. is a financial advisor at Cornerstone Wealth Management, LLC with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through asset management, financial planning, and retirement consulting. The firm utilizes a combination of advisor-led discretionary management, LPL-sponsored programs, and third-party portfolio managers to tailor investment advice to client goals.