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.

John Lavelle is a financial advisor with LPL Enterprise in St. Louis, MO, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Oppenheimer, and Focus Insurance, where he has been involved since 1999 overseeing operations in property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory, brokerage, and insurance products through an integrated platform that combines investment advisory services with active sales of financial products.

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.

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.

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.

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.

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.

Koreen Wallis is a financial advisor with LPL Financial in Des Peres, MO, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She spent 20 years at Edward Jones before joining LPL Financial in 2026. Outside of her advisory work, Wallis is involved in event management and timing for local races through Start 2 Finish Events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Matthew La Plant is a financial advisor with LPL Financial in Chesterfield, MO, holding a Series 66 license and bringing 20 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management supported by in-house research and third-party strategies.

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.

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.