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.

Kevin Haberberger is a financial advisor at Edward Jones with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2017, he worked at Delaware North and Tower Grove Park. He is also associated with Caravus in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Chase Chick is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and four years of industry experience. Prior to joining MassMutual in 2022, he worked at the University of Missouri and Lees Summit West High School. Outside of his advisory role, he is also employed as a food delivery driver. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a structured, collaborative approach that uses firm-approved software for goal analysis and written recommendations.

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.

Lance Taylor is a financial advisor with Edward Jones in Creve Coeur, MO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

John Lavelle is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and six years of industry experience. He has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Oppenheimer, and has overseen operations at Focus Financial Services, a property and casualty insurance firm he has been involved with since 1999. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to asset managers, and participation in wrap programs.

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.

Gary Gebhardt is a financial advisor at LPL Financial with 27 years of industry experience and holds a Series 66 designation. His prior roles include positions at Merrill and Waddell & Reed, and he has also been involved in businesses such as teaching concealed carry firearms training through Niteots, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

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 licenses and four years of industry experience. His prior roles include positions at TD Ameritrade and Lowe's Companies, among others. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm features an integrated structure providing advisory, brokerage, custody, and cash-sweep services to a large client base.

Matthew Burkart is a CFP® with 11 years of industry experience and is currently an advisor at Fidelity Investments in Saint Charles, MO. His prior work history includes roles at TD Ameritrade, Scottrade, Larson Financial Group, and Equitable Advisors. Burkart is also the sole proprietor of NL Trading LLC, where he monitors and executes option trades. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail, institutional investors, and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs via systematic methodologies.

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.

Myles Midgley is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2008. He holds the Series 66 designation and is based in Maryland Heights, MO. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

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.