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 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.

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 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.

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.

Joshua Wheeler is the principal of Wheeler Financial Planning LLC in St. Charles, MO, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including VP Pro, Futaba, AIC, RC America, and Archway Coatings. Outside of advising, Wheeler owns a Smoothie King store where he assists with payroll and management, and he is involved in marketing for Archway Industrial Coatings and AIC as well as product testing and research for RC America. Wheeler Financial Planning provides advisory services to individual clients by directing them to third-party investment advisers, primarily placing assets in mutual funds and fixed-income securities. The firm operates on a non-discretionary basis, using a passive, buy-and-hold investment approach grounded in modern portfolio theory and conducts ongoing due diligence on selected advisers.

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.

John Zata is an advisor at Simplexus Wealth Management with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Edward Jones and Correct Capital Wealth Management. Simplexus Wealth Management provides comprehensive financial planning and portfolio management to individual and high-net-worth clients through a monthly membership model. The firm employs a multi-method investment approach within a strategic asset allocation framework and offers both discretionary and non-discretionary portfolio management services in conjunction with its planning membership.

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. She has worked with LPL Financial, LLC since 2017 and holds a vice president role 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 businesses. The firm manages approximately $68 million for about 174 clients, utilizing a primarily long-term, customized investment approach that includes individual equities, mutual funds, ETFs, and occasional alternative investments.

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.