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.

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 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.

Describe the education and business background of the adviser’s principal executive officer: Carl Dwayne Goodin was born March 7, 1951, in Springfield, Missouri. He grew up in and around St. Louis, Missouri. He attended Lafayette High School in St. Louis County, MO, graduating with honors. He was conferred a BM in Education from the University of Missouri at St. Louis in May of 1973. He has completed coursework toward an MA in Finance and Economics from Webster University, St. Louis, MO. His grade point average in graduate studies is 4.0. He completed the CFP professional education program (College for Financial Planning, Denver, CO) in 1989. He continues to study, analyze, and research all matters related to personal financial planning, investments, insurance, estate planning, accounting, and taxation, generally devoting from 5 to 20 hours per week to independent study and advanced seminars. Carl D Goodin, CFP™: Having completed the education, examination, experience and ethics requirements he was awarded the CERTIFIED FINANCIAL PLANNER designation in March 1989. The Financial Planning Association: Carl Goodin has been a member in good standing of the Financial Planning Association since 1985. For many years he served on the Board of Directors of the Financial Planning Association of Greater St. Louis, serving as Director of Professional Development, Director of Public Relations, President Elect, and President. Financial services career and education: Carl Goodin began his career in finance and insurance in 1979 as an aircraft insurance (property and liability) underwriter. In 1981 he chose to continue serving the aviation community, but in a different capacity, primarily as a life and health insurance producer associated with the company now called Lincoln Financial Group. During this period his clientele expanded from those associated with aviation to include small business owners and other professionals. Also, during this period, he became interested in providing personal financial planning services not focused on life insurance sales. In 1986 he accepted an offer to be the regional manager of the UNUM non-cancelable disability income office in St. Louis, only to return to Lincoln Financial as regional manager in 1988. During this period, he successfully completed the examination requirements for the Missouri Uniform Securities license (Series 63), the Investment Company/Variable Products license (Series 6), the General Securities Representative (stock/bond broker's license, Series 7), the General Securities Principal license (stock/bond broker's supervisor, Series 24) and the CERTIFIED FINANCIAL PLANNER. Financial Planning Associates, Inc., A Registered Investment Adviser: Believing that he could offer better, more objective advice for his clients in a more independent setting, he left Lincoln Financial and incorporated Financial Planning Associates, Inc. in 1998. Carl D Goodin, Professor, College for Financial Planning: From March 1999 until July 2005 Carl served as an adjunct faculty member of the College for Financial Planning, teaching all of the required classes for CERTIFIED FINANCIAL PLANNER candidates. Those classes included: Financial Planning, Insurance, Retirement Planning, Employee Benefits, Tax Planning, Investment Planning, and Estate Planning. Carl D Goodin, Professor, University of Missouri at St. Louis: In July 2005, Carl resigned his teaching activities at the College for Financial Planning and assumed a similar teaching position as an adjunct faculty member at the University of Missouri at St. Louis, where he continued until 2015. Fee Only financial planning and investment management: In 2009 Carl Goodin voluntarily relinquished his securities and insurance licenses and terminated all associated residual benefits in the interest of offering his clients valuable, objective advice unaffected by conflicts of interest associated with commission compensation.

Gary Cassell is a financial advisor at Premier Wealth Advisory Services, Inc. in Chesterfield, MO, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Premier Wealth Advisory Services since 1998, also working at Ceros Financial Services Inc. since 2012. Cassell is an independent insurance agent for various companies in addition to his advisory work. Premier Wealth Advisory Services provides portfolio and active management to individuals, high-net-worth clients, trusts, and retirement plans, using a blend of technical and fundamental analysis combined with tactical timing rules. The firm offers discretionary and non-discretionary management across multiple asset classes and conducts daily monitoring with monthly reviews.

Matthew Durham is the principal of Durham Wealth Management, LLC, an independent advisory firm based in St. Peters, MO. He holds a Series 66 designation and has 25 years of industry experience, including prior roles at LPL Financial and Infinity Financial Services. In addition to his advisory work, Durham maintains a licensed insurance practice. Durham Wealth Management is a solo advisory firm serving individual clients through discretionary portfolio management and written financial planning. The firm customizes investment strategies based on clients’ goals and risk tolerance, using fundamental and technical analysis, and manages approximately $11.5 million across 83 client relationships.

Stephen Parkin is the sole advisor at S.P. Parkin & Co, an independent firm based in Chesterfield, MO. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes long-term roles at Guardian Life Insurance Co. of America, Integrated Asset Management, Inc., and his own firms dating back to 1981. In addition to advisory services, Mr. Parkin is licensed to sell insurance through his firm, primarily to benefit clients. S.P. Parkin & Co. serves individual investors, corporations, churches, and endowments by providing investment supervisory services, portfolio management, financial planning, and consulting. The firm manages assets on a discretionary basis using four model portfolios with tactical sector rotation and employs multiple forms of analysis to adjust allocations. It also publishes a quarterly newsletter and operates an affiliated insurance agency, features that are uncommon among solo independent advisers.

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 with a Series 65 credential and over 20 years of combined experience, including roles at The Boeing Company and the MO Air National Guard. He has been with Transcendent Investment Advisors since 2025. Transcendent Investment Advisors is an independent, fee-only registered investment adviser serving a broad client base that includes individuals, pension plans, charitable organizations, and corporations. The firm employs a quantitative and research-driven investment approach with services ranging from continuous portfolio management to project-based consulting and educational offerings.

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.

Chad Centorbi is the principal of Centorbi Financial Group, Inc., an independent advisory firm based in O'Fallon, Missouri. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including seven years at Silver Oak Securities, Inc. Outside of his advisory work, Centorbi serves on the investment committee for the Academy of the Sacred Heart School endowment fund and leads a tax and consulting business. Centorbi Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, offering managed accounts with discretionary and non-discretionary options. The firm’s investment approach includes asset allocation, dollar-cost averaging, and both long- and short-term holdings, with client portfolios held at an independent custodian.

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.

Thomas Aylmer is a financial advisor at Cedarmill Financial in Chesterfield, MO, with two years of industry experience. He holds the Series 65 designation and the Certified Public Accountant credential. Prior to founding Cedarmill Financial, he worked at Conner Ash PC and KPMG. Outside of advising, he owns Fresh Start Mobile Auto Detail, an automobile detailing business, and operates Cedarmill Ventures, which provides consulting services to small businesses. Cedarmill Financial provides discretionary investment management and financial planning primarily to owners of privately held businesses, trusts, estates, charitable organizations, and corporate clients. The firm employs a passive, indexed investment approach using third-party model portfolios and offers specialized consulting and CFO services, with a significant focus on non-investment planning for closely held businesses.

Eric Amundson is a financial advisor at Adaptive Wealth Management, LLC in Chesterfield, MO, with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Concorde Investment Services, LLC since 2012, alongside his role at Adaptive Wealth Management since 2010. Outside of advisory work, he serves on the board of the St. Louis Chapter of the Fellowship of Christian Athletes and is involved in business consulting through Bridge Profit Solutions, LLC. Adaptive Wealth Management provides discretionary portfolio management and comprehensive financial planning for individuals, including high-net-worth clients, as well as business, charitable, and pension clients. The firm employs an active money management strategy using technical indicators, intermarket analysis, and AI-driven models to generate trading signals aimed at short-term market direction.

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.

Christopher Abbott is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Argent Capital Management and has been with 1035 Capital Management LLC since 2019. Abbott is also 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 proprietary model strategies focused on preferred stocks and commodities, combining fundamental analysis with sector rotation and trend models to manage risk and diversification.

Christopher Starkey is the sole advisor at Starkey & Associates, Inc. in Weldon Spring, MO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Starkey & Associates since 1984. Outside of his advisory work, Starkey is the owner of Ozark Mountain Boys, Inc., a music-related business. Starkey & Associates, Inc. serves a small client base including individuals, pension plans, trusts, and business entities, managing approximately $25 million in assets. The firm employs a common-sense approach using fundamental analysis and a mix of long- and short-term strategies without margin trading, managing accounts on a non-discretionary basis with client trade approval.

Daryl Tegtmeier is a Certified Financial Planner® with 32 years of experience, currently serving as the sole advisor at Epoch Family Wealth since 2016. His prior experience includes roles at Panoptic Wealth Advocates and LPL Financial. He is also licensed to sell commissionable insurance products. Epoch Family Wealth provides investment advisory and financial planning services to high-net-worth individuals, charitable organizations, and corporate clients. The firm uses multiple analysis methods to tailor portfolios and generally favors ETFs, with a significant portion of assets managed on a non-discretionary basis, allowing clients to retain final approval of transactions.

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.