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 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 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.

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!

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.

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 in Lake St Louis, MO. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at FXPM, Tiburon Talent and Asset Management, and Stl Weightloss. Tiburon Capital Advisors provides discretionary and non-discretionary investment management primarily for accredited and high-net-worth individuals and small businesses. The firm uses a combined tactical and strategic investment approach with a broad range of permitted investment instruments and documents client risk tolerance through an Investment Policy Statement.

Walter Obremski is a CFP® with 54 years of experience in the financial services industry. He is currently affiliated with B & B Financial Planning Co., Inc. and Cutter & Company, Inc., where he has worked since 1990. Outside of his advisory role, he holds ownership interests and serves as secretary in two investment stock clubs. 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 across about 117 households. The firm serves both high-net-worth and non-HNW clients, employing a strategic asset-allocation approach with a mix of passive ETFs, actively managed funds, dividend-paying stocks, and municipal bonds, supplemented by risk management techniques including derivatives in separately managed accounts.

Bradley Bishop is a financial advisor at Belmont Private Wealth with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Namtaf Advisors, TSG Properties, and Matter Family Office. Belmont Private Wealth serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning. The firm employs a Modern Portfolio Theory-based, asset allocation approach using passive investment vehicles alongside manager and fund analysis to build diversified portfolios.

Alexandra Markulis is a financial advisor with The Wealth Collaborative, holding a Series 66 designation and seven years of industry experience. She previously worked at UBS Financial Services Inc. for six years before joining her current firm. The Wealth Collaborative is a fee-only advisory firm serving individual clients and employer plan sponsors. The firm offers personalized investment management, financial planning, retirement plan consulting, and educational seminars, using a combination of passive and active portfolio strategies.

Hannah Wardenburg is a CFP® and Series 66-licensed financial advisor with five years of industry experience. She has worked at The Wealth Collaborative since 2023 and previously held roles at Hightower and Edward Jones. The Wealth Collaborative is a fee-only advisory firm serving individual clients and employer plan sponsors with investment management, financial planning, retirement plan consulting, and educational seminars. The firm employs a blend of passive and active investment strategies and manages accounts on a discretionary basis.

Matthew Renaud is a financial advisor at Renaud & Company, LLC with 18 years of industry experience. He has been with the firm since 1999 and holds Series 63 and Series 65 designations. Renaud & Company, L.L.C. provides discretionary portfolio management and comprehensive financial planning to individuals, families, and small businesses. The firm employs an actively managed, objectives-driven process that incorporates various analytical methods across multiple asset classes and generally reviews accounts quarterly.

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.

James Pieper is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Belmont Private Wealth and has previously worked at Krilogy Financial, Moneta Group, Swiss Re, and Tradebot Systems. Belmont Private Wealth serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm employs a Modern Portfolio Theory-based, asset-allocation approach, emphasizing passive investment vehicles alongside manager and fund analysis to construct diversified portfolios.

John Rhodes is a CFP® professional with four years of industry experience, currently serving as an advisor at Belmont Private Wealth. His prior roles include positions at Krilogy Financial and Moneta Group Investment Advisors. Rhodes also spent four years at Elon University earlier in his career. Belmont Private Wealth works with individual and high-net-worth clients, offering discretionary wealth management and comprehensive financial planning. The firm employs an asset-allocation approach based on Modern Portfolio Theory, favoring passive investment vehicles alongside manager and fund analysis to build diversified portfolios.

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.