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Thomas R

ChFC®, Series 63, Series 65

Chesterfield, MO

Bridgewater Asset Management LLC

Thomas Ross is a financial advisor at Bridgewater Asset Management LLC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Ross has been with Bridgewater since 2014 and previously worked at LPL Financial LLC (formerly Linsco/Private Ledger Corp.) for over two decades. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, and employer retirement plans, managing approximately $350 million in regulatory assets. The firm uses strategic and tactical asset-allocation models with a blend of fundamental and technical analysis to guide portfolio management and participates in multiple LPL-sponsored advisory programs, including operating its own wrap-fee program.

Options & derivatives strategies Business succession planning General estate planning guidance Cash flow / budgeting
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Robert B

Series 65, Series 63

Chesterfield, MO

Bridgewater Asset Management LLC

Robert Balice is a financial advisor with Bridgewater Asset Management LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Bridgewater Asset Management since 2014 and has been associated with LPL Financial since 2004. Balice is also the owner of Balice Photography, a business outside the financial sector. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and employer retirement plans, managing approximately $350 million in regulatory assets. The firm employs strategic and tactical asset allocation models, reviews portfolios quarterly, and incorporates both fundamental and technical analysis to guide investment decisions.

Options & derivatives strategies Business succession planning General estate planning guidance Cash flow / budgeting
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Andrew B

Series 65, Series 63

Chesterfield, MO

Bridgewater Asset Management LLC

Andrew Balice is a financial advisor with Bridgewater Asset Management LLC and holds Series 63 and Series 65 licenses. He began his financial services career in 2025 with Forsythe Findley Wealth Advisors and joined Bridgewater Asset Management and LPL Financial LLC in 2026. Prior to his advisory roles, he attended the University of Missouri - Columbia and has held various positions in retail and education. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in regulatory assets and employs a combination of strategic and tactical asset-allocation models to oversee portfolios, which include a range of investment vehicles such as individual stocks, bonds, mutual funds, ETFs, and options.

Options & derivatives strategies Business succession planning General estate planning guidance Cash flow / budgeting
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Christopher W

CFP®, Series 63, Series 65

Chesterfield, MO

Bridgewater Asset Management LLC

Christopher Winkelmann is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with Bridgewater Asset Management LLC since 2014, concurrently working with LPL Financial LLC during the same period. Outside of his advisory role, he is involved with Lifebridge Insurance Solutions, focusing on non-variable insurance. Bridgewater Asset Management LLC provides investment advisory services primarily to individuals, trusts, estates, and pension plans. The firm uses a combination of strategic and tactical asset allocation models, fundamental and technical analysis, and option-writing strategies, offering continuous, tailored account supervision and managing both wrap and non-wrap accounts.

Options & derivatives strategies Business succession planning General estate planning guidance Cash flow / budgeting
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Molly V

Series 65, Series 63

Chesterfield, MO

Bridgewater Asset Management LLC

Molly Vielweber is a financial advisor with Bridgewater Asset Management LLC, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. She has been with Bridgewater since 2016 and also maintains a longstanding affiliation with LPL Financial dating back to 2004. Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, and employer retirement plans. The firm manages approximately $350 million in regulatory assets and employs a portfolio management approach that includes both strategic and tactical asset allocation with regular quarterly reviews.

Options & derivatives strategies Business succession planning General estate planning guidance Cash flow / budgeting
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Joseph G

CFP®, Series 63, Series 66

Chesterfield, MO

Bridgewater Asset Management LLC

Joseph Griffard is a CFP®-certified financial advisor with 34 years of industry experience. He has been with Bridgewater Asset Management LLC since 2016 and also has a long tenure at LPL Financial, LLC dating back to 2005. Griffard operates within a team of five advisors at Bridgewater Asset Management. Bridgewater Asset Management LLC provides investment advisory services primarily to individuals, trusts, estates, and pension and profit-sharing plans. The firm uses a combination of strategic and tactical asset allocation models, incorporating fundamental, technical, and cyclical analysis, and offers services including discretionary asset management, financial planning, and pension consulting.

Options & derivatives strategies Business succession planning General estate planning guidance Cash flow / budgeting
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