Our Team

John F. Hefele, CPA

President

Phone: 314-726-5150

E-mail: jhefele@fiduciaryadv.com

John Hefele is a fee-based registered investment advisor, working primarily in the area of investment consulting for 401(K), profit sharing and pension plans. John has over 35 years experience working with qualified plans including plan design, administration and investment consulting. John is currently registered with the U.S. Securities Exchange Commission as required under the Investment Advisers Act of 1940.

John is a graduate of the University of Missouri-Columbia where he also earned an MBA in Finance. In addition, he is a Certified Public Accountant (CPA) and has taught numerous courses on ERISA for the American Society of Pension Actuaries. John has been a frequent speaker on ERISA topics.

John is the President of Fiduciary Advisors, Inc. Fiduciary Advisors was created to meet the need for objective and independent investment advice for the plan sponsor and trustees of qualified plans. To assure the unbiased nature of the advice, they choose to be a fee-only advisor. This means they charge only for their advice and the oversight of the plan’s investments. Fiduciary Advisors does not receive compensation from any source other than the client.

Prior to starting Fiduciary Advisors in July 2000, John spent eight years with The Benefits Group of Rubin, Brown, Gornstein and Company, LLP. While a Principal with The Benefits Group, he developed this practice area and was responsible for compliance and administration of over 250 qualified plans.

Todd W. Grizzle, CFA®, AIF®

Investment Consultant

Phone: 314-726-5110

E-mail: tgrizzle@fiduciaryadv.com

Todd Grizzle is a fee-based registered investment advisor, working primarily in the area of Institutional Investment Consulting for 401(k), profit sharing and pension plans.

Todd has worked in the financial services industry since 1996. A graduate of The University of Missouri at St. Louis with a BA in Business/Finance, he began his financial career at RBG-The Benefits Group LLC. Prior to joining Fiduciary Advisors, Inc. in 2002, Todd was employed at A.G. Edwards where he worked in the mutual fund research department. His team was responsible for the construction and management of discretionary mutual fund portfolios as well as the research, due diligence and monitoring of the firm’s recommended mutual fund list.

In 2003, Todd earned the prestigious Chartered Financial Analyst® (CFA) designation by the CFA Institute. The CFA charter is a globally recognized credential for investment analysis and management. Recipients of the CFA charter have successfully completed a graduate-level curriculum and a series of three examinations that typically require a combined 800 hours of study over a minimum of three years. In 2005, he also received the designation of Accredited Investment Fiduciary (AIF®) from the Center for Fiduciary Studies. The AIF® designation represents a thorough knowledge of and ability to apply the Global Fiduciary Standard of Excellence. Todd is currently registered with the U.S. Securities Exchange Commission as an advisor representative, as required under the Investment Advisers Act of 1940.

Melinda Trachsel, CPC, QPA, QKA, QPFC

Client Relations Manager

Phone: 314-446-0899

E-mail: mtrachsel@fiduciaryadv.com

Melinda Trachsel has over 20 years of experience in ERISA consultation and compliance, and in designing and administering defined contribution retirement plans.

Prior to joining Fiduciary Advisors in 2003, Melinda was an administrator for an employee benefits consulting firm. Her practice focuses on providing consultation, reviewing plan operations, and providing comprehensive oversight of tax qualified defined contribution plans to insure compliance with ERISA law.

Melinda holds the designations of Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA), and Qualified Plan Financial Consultant (QPFC) from the American Society of Pension Professionals and Actuaries (ASPPA). Melinda is currently registered with the U.S. Securities Exchange Commission as an advisor representative, as required under the Investment Advisers Act of 1940. Melinda earned her Bachelors of Science from Maryville University.

Andrew Eyerman

Financial Planner

Phone: 314-726-5146

E-mail: aeyerman@fiduciaryadv.com

Andrew Eyerman is a fee-based registered investment advisor, working primarily with individual clients.

Andrew has worked in the financial services industry since 2005. A graduate from Miami University with a B.S. in Finance, he began his professional career at Arthur J. Gallagher & Co. Prior to joining Fiduciary Advisors, Inc., in 2020, Andrew was employed at Buckingham Wealth Partners for over 12 years working in relationship management and portfolio management roles. Andrew was responsible for managing over $1 billion in assets under management as a portfolio manager.

Andrew is currently registered with the U.S. Securities Exchange Commission as an advisor representative, as required under the Investment Advisers Act of 1940.

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