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.

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.

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 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MacroVex Capital since 2019, following prior roles at TAMP Advisory Solutions and Duncan McHugh Investments. MacroVex Capital provides discretionary and non-discretionary asset management and investor education to individuals, businesses, charities, trusts, estates, and certain institutional clients. The firm uses a combination of fundamental, technical, cyclical, charting, and quantitative analyses, along with stress testing, to guide portfolio construction and rebalancing, managing approximately $28 million across about 34 client relationships.

Joshua Wheeler is the principal of Wheeler Financial Planning LLC in St. Charles, MO, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Vp Pro and Futaba. Outside of financial advising, Wheeler owns a Smoothie King franchise where he assists with payroll and management. Wheeler Financial Planning serves individual clients by providing portfolio analysis and advisory services, primarily directing clients to a third-party manager rather than trading accounts directly. The firm employs a passive, buy-and-hold investment approach based on modern portfolio theory and focuses on mutual funds and fixed income instruments.

Thipp Ratsaboutseua is a financial advisor at QuantumLeap Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with QuantumLeap Wealth Management since 2014. QuantumLeap Wealth Management provides investment supervisory services and individualized portfolio management to private individuals, including high-net-worth clients. The firm integrates derivatives and borrowing strategies into separately managed accounts and employs a combination of fundamental and technical analysis tailored to client objectives.

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 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.

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.

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.

Jason Sandfort is a CFP® professional with 19 years of industry experience, currently serving at Angell Capital Management, LLC since 2010. He holds the Series 66 designation and is based in St. Charles, MO. Angell Capital Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes asset allocation through traditional, quantitative, and behavioral finance methods, primarily using mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

Theodore Esser is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently affiliated with B & B Financial Planning Co., Inc. and Cutter & Company Brokerage, having worked previously at Edward Jones. B & B Financial Planning Co., Inc. provides financial planning and discretionary investment management to individuals, families, trusts, estates, and family businesses, managing approximately $102 million for around 117 households. The firm serves both high-net-worth and non-HNW clients, using a strategic asset-allocation approach with a mix of passive ETFs, actively managed funds, dividend-paying stocks, and municipal bonds, including the use of derivatives in separately managed accounts for risk management.

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.

Jason Haldiman is a financial advisor with B & B Financial Planning Co., Inc. He holds Series 65 and Series 63 licenses and has 31 years of industry experience. Prior to joining B & B, he worked at Cutter & Company, Inc. since 1995. Outside of advisory work, he also sells Medicare insurance and fixed insurance products on a limited basis. B & B Financial Planning Co., Inc. provides personal financial planning and investment management to individuals, families, trusts, estates, and related entities. The firm uses tailored portfolios combining passive index and ETF exposure with selected active funds, dividend stocks, and municipal bonds, typically managing accounts on a discretionary basis with periodic reviews.

Benjamin Harris is a financial advisor at PurposePath Capital, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including JPMorgan Chase, Wells Fargo, and Northwestern Mutual. Harris is also involved in insurance sales through a separate business, offering annuity and life insurance products. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans, managing approximately $63 million for about 135 clients. The firm employs a Modern Portfolio Theory–based investment process using diversified ETFs, mutual funds, equities, fixed income, and private funds, with a focus on direct oversight and individualized implementation.