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, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She worked at Edward Jones for 20 years before joining LPL Financial in 2026. Outside of her advisory role, she is involved with Start 2 Finish Events, an event management and timing business in St. Louis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment options and utilizes various operational and research tools to support its advisory network.

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.

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 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.