Matthew Burkart is a CFP® with 11 years of experience in financial services, currently serving as an advisor at Fidelity. His prior work includes roles at TD Ameritrade, Scottrade, Larson Financial Group, and managing his own trading company, NL Trading LLC, where he executed option trades. Fidelity’s Strategic Advisers LLC, his affiliated firm, provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Scott Watts is a financial advisor with Arlington Securities, Inc. He holds Series 63 and Series 65 designations and has 29 years of industry experience. Watts has been self-employed as an independent agent since 1996 and is also an insurance agent and provides tax services through Watts Financial Group, Inc. Arlington Securities offers financial planning and investment supervisory services to individuals, trusts, estates, and business clients, primarily through a wrap fee program that integrates planning and portfolio management. The firm manages approximately $116.9 million in assets and employs a variety of investment strategies, serving both retail and high-net-worth clients.

Timothy Wingenbach is a financial advisor with Arlington Securities, Inc. in St. Louis, MO. He holds Series 63 and Series 66 licenses and has 12 years of industry experience, including five years at Edward Jones prior to joining Arlington Securities in 2019. Arlington Securities provides financial planning and investment supervisory services to individuals, trusts, estates, and business clients, managing approximately $116.9 million in assets. The firm employs multiple investment methods, including traditional asset allocation, rules-based models, third-party managers, and market-timing strategies, serving a mix of retail and high-net-worth clients.

Ronald Candrl is a financial advisor at Arlington Securities, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Candrl and Company since 1984. Arlington Securities provides financial planning and investment supervisory services to individuals, trusts, estates, and business clients, managing approximately $116.9 million in assets. The firm employs multiple investment strategies, including traditional asset allocation, rules-based models, third-party asset managers, and market-timing approaches, serving both retail and high-net-worth clients.