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.