Michael Mills is the sole advisor at Mills Barrington Advisors, LLC, an independent firm based in Chesterfield, MO. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Mills has led his firm since its founding in 2013, following prior experience at major brokerage firms. Mills Barrington Advisors provides discretionary portfolio management and investment advisory services to individuals, trusts, and businesses. The firm emphasizes global diversification and uses a combination of quantitative analysis with fundamental and technical inputs, employing a range of strategies including margin, options, and short sales alongside longer-term holdings.

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.

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.

Too often during my prior time in the financial world, I saw companies that operated under old models that cared only about selling products, offered incomplete solutions and outdated technology that’s out of step with how the world works, or incentivized their employees and affiliates for things not in the client’s best interests. It is my intention that Peakview Strategies will fix those shortcomings and bring a select group of clients a new experience unlike what they’ve read about online when working with a stereotypical financial advisor. I’d love the opportunity to be of service if you like what you see. I believe it’s my mission in life to help you win with your money, and I have the professional experience and expertise to make it happen. I care deeply about my clients and want to be their biggest advocates in their unique missions to make the most of their money. The best compliments I’ve received are those who have expressed their gratitude for guidance to results they didn’t think were possible and for encouragement to keep going to get to those destinations. When not working to benefit my clients or honing my craft, you’ll likely find me traveling, spending quality time with family and friends, or enjoying one of my many other hobbies. I’m an avid follower of sports, love smoking meat and tasting bourbon, drinking coffee and like the historical figure I’d love to meet (Winston Churchill), am easily satisfied with the very best. I do my best to undo all the smoked meat and bourbon by plugging in for some quality time exercising.

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.

Steven Reinisch is a financial advisor at MacroVex Capital with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Duncan McHugh Investments and Greiner Joseph Advisory Group LLC. Reinisch has been with MacroVex Capital since 2019. MacroVex Capital provides investment management and investor education to individuals, businesses, charities, trusts, and estates. The firm employs a combination of fundamental, technical, cyclical, charting, and quantitative analysis to create customized strategies, focusing on both discretionary and non-discretionary account management.

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 Abbott is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is the principal advisor at 1035 Capital Management LLC and has previously worked at Argent Capital Management. Abbott also serves as an adjunct professor at Lindenwood University and owns DL Financial, a firm providing back office support for financial advisors. 1035 Capital Management LLC offers discretionary portfolio management to individuals, high-net-worth clients, family offices, and institutional investors. The firm employs a Small Cap Core strategy that integrates bottom-up fundamental analysis with macro, sector, and technical factors, alongside specialized strategies in preferred securities and commodity trend following.

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.

Daryl Tegtmeier is a CFP®-certified financial advisor with 33 years of industry experience. He is the sole advisor at Epoch Family Wealth, an independent firm he has led since 2016. His prior experience includes roles at Panoptic Wealth Advocates, LPL Financial, Osaic FA, Inc., and Thrivent Investment Management. He is also a licensed independent insurance agent. Epoch Family Wealth serves business owners, high-net-worth individuals, charitable organizations, and other businesses, focusing on portfolio management and financial planning. The firm employs strategies such as fundamental analysis, Modern Portfolio Theory, and long-term purchase approaches, primarily recommending ETFs alongside other securities.

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.

Brady Ritchey is a financial advisor at Roth Investment Management, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has taught finance and investment courses as an adjunct professor at Webster University and St. Louis University. Additionally, he contributes as a writer for the investment website Seeking Alpha. Roth Investment Management is a single-advisor independent firm providing discretionary asset management and investment consulting to individuals, trusts, retirement plans, and other entities. The firm employs a bottom-up, research-driven, value-oriented investment approach, often utilizing concentrated portfolios with strategies that may include leverage, derivatives, and option-selling to manage risk and enhance returns.

Aaron Keener Smith is a financial advisor at Tiburon Capital Advisors LLC with one year of industry experience. He holds a Series 65 designation. His prior work history includes roles at Stl Weightloss and FXPM. Tiburon Capital Advisors provides discretionary and non-discretionary investment management and investment policy development primarily for accredited and high-net-worth individuals and small businesses. The firm employs a combined tactical and strategic investment approach using model allocations and bespoke recommendations across a range of instruments, including ETFs, options, and alternative investments.

Walter Obremski is a CFP®-designated financial advisor with 54 years of industry experience. He is currently associated with B & B Financial Planning Co., Inc. and has prior work experience spanning 35 years at Cutter & Company, Inc., followed by a position at Prospera Financial Services, Inc. Obremski is involved in investment clubs where he participates as a part-owner and broker on accounts. B & B Financial Planning Co., Inc. offers personal financial planning and investment management services to individuals, families, trusts, estates, and related entities. The firm creates customized portfolios through strategic asset allocation, combining passive index and ETF investments with selected active funds, dividend-paying stocks, and municipal bonds, and manages accounts typically on a discretionary basis with periodic reviews.

Bradley Bishop is a financial advisor at Belmont Private Wealth with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Namtaf Advisors, Matter Family Office, Merrill, and TIAA-CREF Trust Company. Belmont Private Wealth serves individual and high-net-worth clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes asset allocation and Modern Portfolio Theory, favoring passive investment strategies with periodic rebalancing to maintain target allocations.

Alexandra Markulis is a financial advisor at The Wealth Collaborative with seven years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for six years. The Wealth Collaborative provides investment management, financial planning, and retirement plan consulting for individual clients and small employer plans. The firm manages portfolios on a discretionary basis using a blend of fundamental and cyclical analysis with both passive and active strategies, and it offers educational seminars and speaking engagements to organizations and the public.

Hannah Wardenburg is a CFP® and Series 66-licensed financial advisor at The Wealth Collaborative with six years of industry experience. Her prior roles include positions at Hightower and Edward Jones. The Wealth Collaborative offers investment management, financial planning, and retirement plan consulting for individuals and small employer plans. The firm uses a combination of fundamental and cyclical analysis alongside passive and active strategies, and provides educational seminars and speaking engagements in addition to managing discretionary portfolios tailored to clients' risk tolerances.

Matthew Renaud Sr. is a financial advisor at Renaud & Company, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Renaud & Company since 1999. Renaud & Company, L.L.C. is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning services to individuals and small businesses. The firm manages approximately $210.7 million in assets, using an actively managed approach based on client objectives and risk tolerances, with investments across equities, municipal and government securities, and mutual funds.

Dana Rice is a financial advisor at Forest Park Capital LLC with one year of industry experience. She holds a Series 65 designation and also works as a financial coach through Elevate Financial Coaching, where she assists individuals in managing their finances. Additionally, she has a background in dental hygiene, having worked at Excellence in Dentistry for several years. Forest Park Capital LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a mix of fundamental, quantitative, and technical analysis techniques, offers customized Investment Policy Statements, and integrates long-term trading approaches with options strategies when appropriate.