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 licenses and bringing 35 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he co-owns a small vineyard in Augusta, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, using proprietary research and tools to develop tailored recommendations across various planning areas.

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.

Matthew La Plant is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2018, following nine years at Ameriprise Financial Services and one year at Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Christopher Jones is a financial advisor with Arlington Securities, Inc. in Saint Louis, Missouri, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. His prior roles include positions at Center Street Advisors, Arete Wealth Management, and 1st Global Advisors. Outside of advising, he consults with business owners on business performance through an HR outsourcing firm, Insperity, and is involved in fixed insurance sales. 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 a market-timing approach.