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Michael W

Series 63, Series 66

St Charles, MO

Edward Jones

Michael Wyatt is a financial advisor with Edward Jones in St. Charles, MO, holding Series 63 and Series 66 designations and having 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a co-owner and trustee involved in managing rental property in Ellisville, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey R

CFP®, Series 63

St Peters, MO

Edward Jones

Jeffrey Rogers is a CFP® professional with 20 years of industry experience, currently serving with Edward Jones since 2002. He holds a Series 63 license and is based in St. Peters, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew B

CFP®, Series 66

Saint Charles, MO

Fidelity

Matthew Burkart is a CFP® with 11 years of industry experience and is currently an advisor at Fidelity Investments in Saint Charles, MO. His prior work history includes roles at TD Ameritrade, Scottrade, Larson Financial Group, and Equitable Advisors. Burkart is also the sole proprietor of NL Trading LLC, where he monitors and executes option trades. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail, institutional investors, and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs via systematic methodologies.

Charitable giving & philanthropy Active portfolio management
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Scott W

Series 63, Series 65

Bridgeton, MO

Arlington Securities, Inc.

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.

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Timothy W

Series 63, Series 66

St. Louis, MO

Arlington Securities, Inc.

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.

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Ronald C

Series 63, Series 65

St. Louis, MO

Arlington Securities, Inc.

Ronald Candrl is a financial advisor with Arlington Securities, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been associated with Candrl and Company since 1984. Arlington Securities provides financial planning and ongoing investment supervisory services to individuals, trusts, estates, and business clients, utilizing a variety of investment methods including traditional asset allocation, rules-based models, third-party managers, and market-timing approaches. The firm serves both retail and high-net-worth clients through a wrap fee program that combines planning and portfolio management.

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