Courtney Wright is a CFP® with 10 years of industry experience, currently advising at Ameriprise since 2023. Prior to this, she worked at Benjamin F. Edwards & Co. and Edward Jones. She serves as Vice Chair of the Maryville Community Improvement Board and is the President of the Central Corridor Chapter. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Hunter Gonce is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at TD Ameritrade, The Source Group, Columbia Country Club, and the University of Missouri. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management solutions. The firm is notable for its large scale, integrated service model, and a distinctive combination of advisory and discretionary managed account offerings.

Jason Berg is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2013. Outside of his advisory role, he owns JM Berg Investments, LLC and serves as a consultant for Hyperion Companies Inc., focusing on product discussions, marketing, business risk, and technology. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and planning tools to develop tailored recommendations that clients may implement through various brokerage or advisory programs.

Martha Seibert is a financial advisor with Edward Jones in Chesterfield, MO, holding Series 63 and Series 66 credentials and having 23 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,700 advisors. The firm offers a range of managed and advisory solutions under a fiduciary standard, supported by extensive retail and branch operations and affiliated financial services.

Michael Force II is a financial advisor with Cetera who holds the Series 66 designation and has four years of industry experience. He has worked at Cetera Investment Services LLC since 2021 and Regions Bank since 2009, where he serves as a trainer and coach for fixed annuities, life insurance, and financial advisor referral opportunities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various discretionary and non-discretionary program options.

Benjamin Kenkel is a financial advisor at Edward Jones in Chesterfield, MO, holding a Series 66 designation with six years of industry experience. His prior work includes roles at AmeriSave Mortgage Corporation and Ditech Financial LLC. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and proprietary mutual funds, and operates under a fiduciary standard.

Scott Bedell is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Charles Schwab. Outside of finance, he serves as a lacrosse official with the Midwest Lacrosse Officials Organization. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance.

Zhi Lu is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to joining Schwab in 2025, he worked at Mypaltrade Securities Inc. and Scottrade, Inc. He also teaches photography classes at the St. Louis Chinese Language School. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory models with access to discretionary separately managed accounts.

Chana Bregman is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Previously, she was involved with educational organizations including St. Louis Kollel and Torah Prep. Outside of her advisory role, she is an employee at Esther Miller Bais Yaakov, an educational institution in St. Louis. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and financial planning services.

Chase Chick is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual in 2022, he worked at the University of Missouri and Lees Summit West High School. Outside of his advisory role, he is involved in food delivery as a Door Dasher. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes detailed client information and firm-approved software to develop collaborative, annual financial planning engagements.

Tim Haggard is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to pursue their personal and financial goals. He utilizes Fidelity's technology, resources, and industry guidance to support his clients' financial planning needs. Tim has experience in retirement planning, education planning, and tax-efficient investing. His professional background includes roles as an Investment Consultant at Fidelity Investments, Financial Planner at Larson Financial, Senior Financial Consultant at TD Ameritrade, Investment Consultant at Scottrade, Investment Resource Consultant at Wells Fargo Advisors, and Client Relationship Coordinator at North Star Resource Group. Outside of his professional work, Tim enjoys camping, family activities, hiking, snowboarding, soccer, and traveling.

Riley Lizana is a financial advisor at Morgan Stanley in Chesterfield, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, Riley worked at the Civilian Human Resources Agency and in the food service industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies.

James Szafranski is a CFP®-certified financial advisor with Raymond James & Associates, where he has worked for 12 years. He has also partnered in Medley Partners, LLC, a business formed to manage liability related to real estate leasing for a Raymond James branch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Engert Jr. is a financial advisor with Edward Jones in O’Fallon, Missouri, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Engert maintains an inactive real estate license in Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

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.

William Kendall is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Before joining Charles Schwab in 2024, he held roles at TD Ameritrade and Lowe's Companies, among others. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to affiliated discretionary SMAs and offers a broad range of investment and custody solutions.

Paul Ronzio is a financial advisor at Mass Mutual Investors Services with Series 66 credentials and less than one year of industry experience. Prior to his advisory role, he has managed Rich & Charlie's Italian Restaurant since 1997, serving as the operational manager during nights and weekends. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning relationships using advanced analytical tools and also provides specialized programs such as divorce planning and estate settlement services.

Jim Dibble is a Financial Consultant currently working with Fidelity Investments since 2020. He collaborates with families and individuals to develop comprehensive financial strategies tailored to their specific priorities, aiming to simplify and enhance their financial lives. His professional experience spans several roles in the financial industry, including positions as a Private Client Advisor at J.P. Morgan (2019-2020), Financial Solutions Advisor at Merrill (2014-2019), and Financial Advisor at Wells Fargo Advisors (2010-2014). This background provides him with diverse expertise in client advisory and financial solutions. Outside of his professional responsibilities, Jim enjoys attending concerts, participating in family activities, and traveling.

John Lamping is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His career includes extensive tenure within Wells Fargo's affiliated entities since 2009. Outside of his advisory work, he co-owns a small vineyard, Magis Farms LLC, located in Augusta, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo’s research and planning tools to deliver tailored recommendations.

Dennis Persky is a financial advisor with Ameriprise in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Ameriprise and its affiliated entity since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate personalized recommendations, supported by a centralized consulting team and algorithmic automation overseen by a Retirement Income Oversight Committee.