David Sherman III

Bruce Krieg is a financial advisor at Midwest Investment Advisors, LLC in Fenton, Missouri, holding a Series 65 designation with 15 years of industry experience. He has been with Midwest Investment Advisors since 2010 and also has a long-standing association with Kriegl Lohbeck & Co dating back to 1992. Midwest Investment Advisors serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management and financial planning. The firm employs multiple analysis methods and manages all portfolios in-house, overseeing a notably high client load for a solo advisor and maintaining an affiliation with an accounting firm to offer complementary services.

Richard Murray is a financial advisor with Midwest Advisors LLC in Saint Louis, MO, holding a Series 65 credential and 10 years of industry experience. He has worked at Midwest Advisors LLC since 2012, including a period from 2017 to 2019 at Sorin Capital Management. Midwest Advisors LLC is a small, independent firm managing approximately $39.1 million on a discretionary basis for a select client base. The firm specializes in investment management focused on U.S. real estate industry securities, employing both long-short and long-only strategies with options used for hedging, and follows a fundamental, value-biased investment approach supported by frequent industry engagement and detailed research.

Jeffrey Mcgovern is a Series 65-licensed financial advisor with 13 years of industry experience. He is currently the sole advisor at Haven Wealth Planning, where he has worked since 2022. Prior to that, he spent six years at Buckingham Strategic Wealth, LLC. Haven Wealth Planning provides discretionary investment management and financial planning services primarily for individual and high-net-worth clients. The firm employs an evidence-based, passive investment approach grounded in Modern Portfolio Theory and the Fama–French framework, often utilizing index mutual funds and ETFs, and integrates financial planning with investment advice.

Daniel Heffernan is the principal of Heffernan & Associates, Inc. in St. Louis, MO, holding the CFP® designation and Series 63 license with 28 years of industry experience. He has been with Heffernan & Associates since 1985. Heffernan is also licensed as a life insurance agent for fixed annuities with Jackson National Life Insurance Company and AssetMark Trust Company. Heffernan & Associates provides investment advice and financial counseling to individuals, families, and related entities, managing approximately $17.12 million in client assets as of December 31, 2024. The firm employs a fundamental, long-term investment approach with a focus on macroeconomic assessment, credit analysis, and valuation, operating primarily on a non-discretionary basis with ongoing consultation and financial planning services.

Monica Gamblin is a financial advisor at Integra Wealth Advisors in Dallas, TX, with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at First Heartland Capital, Inc. from 2011 to 2016. In addition to her advisory role, she operates The Gamblin Group, providing tax representation and preparation services. Integra Wealth Advisors serves individual clients by offering comprehensive financial planning and tax-related services, with a focus on acting as a liaison to third-party money managers rather than managing assets directly. The firm also conducts public seminars and workshops aimed at educating clients and the public at no charge.

Michael Piper is the principal of Michael Piper, LLC, an investment management firm based in Saint Louis, MO. He holds the PFS™ designation and has two years of industry experience. In addition to his advisory role, Piper owns and authors for Simple Subjects, LLC, a publishing company, and serves as a volunteer board member for the Bogle Center for Financial Literacy. Michael Piper, LLC provides financial planning and investment advice to individuals, high-net-worth individuals, and small businesses. The firm emphasizes passive investing with a focus on tax efficiency and sequencing risk, and integrates tax and accounting considerations into its planning approach.