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Thomas S

CFP®, Series 66

Columbia, MO

Wilkerson Advisory Group LLC

Thomas Squires is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at Wilkerson Advisory Group LLC and has a background that includes tax consulting and preparation through his ownership of multiple related businesses. Squires also has experience as an insurance agent. Wilkerson Advisory Group LLC provides discretionary investment management and financial planning services to a range of clients including individuals, high-net-worth clients, employer-sponsored plans, trusts, estates, and business entities. The firm employs a macro, top-down investment approach with tactical asset allocation, sector rotation, and a relative growth/value framework.

Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Private / alternative investments Tax-loss harvesting
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Benjamin D

CFP®, Series 66

Columbia, MO

Wilkerson Advisory Group LLC

Benjamin Dierkes is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Wilkerson Advisory Group LLC and has previously worked at WR Wealth Planners LLC and The W Group, among other firms. He is also involved as a tax consultant with WR Tax Planners LLC in Columbia, MO. Wilkerson Advisory Group LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, employer-sponsored plans, trusts, estates, and business entities. The firm uses a macro, top-down investment approach with tactical asset allocation and employs artificial intelligence tools alongside human review to support client services.

Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Private / alternative investments Tax-loss harvesting
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Graham B

CFP®, Series 65

Columbia, MO

Wilkerson Advisory Group LLC

Graham Buresh is a CFP® and Series 65-licensed financial advisor at Wilkerson Advisory Group LLC with three years of industry experience. He previously worked at WR Wealth Planners and UMB Financial before joining his current firm. Wilkerson Advisory Group LLC provides discretionary investment management, financial planning, and retirement-plan services to individuals, high-net-worth clients, trusts, and business entities. The firm employs a macro, top-down investment approach with tactical asset allocation and uses advanced tools, including artificial intelligence, to support its portfolio management and client services.

Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Private / alternative investments Tax-loss harvesting
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Bailee B

Series 65

Columbia, MO

Wilkerson Advisory Group LLC

Bailee Butler is a financial advisor at Wilkerson Advisory Group LLC in Columbia, MO, holding a Series 65 designation with one year of industry experience. Prior to joining Wilkerson Advisory Group, Bailee worked at Veterans United and Chick-Fil-A, and was a full-time student before starting in the financial industry. Wilkerson Advisory Group LLC provides discretionary investment management, financial planning, and retirement-plan services to individuals, high-net-worth clients, employer-sponsored plans, trusts, estates, and business entities. The firm uses a macro, top-down investment approach with tactical asset allocation and sector rotation, incorporating third-party tools and artificial intelligence to support risk profiling, reporting, and administrative workflows.

Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Private / alternative investments Tax-loss harvesting
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Carroll W

CFP®, Series 63

Columbia, MO

Wilkerson Advisory Group LLC

Carroll Wilkerson is a CFP® with 41 years of industry experience. He is currently with Wilkerson Advisory Group LLC and has held prior roles at Deer Hollow LLC, WR Wealth Planners LLC, V Wealth Advisors LLC, LPL Financial, The W Group LLC, CMO LLC, and Waddell & Reed, Inc. Outside of advisory work, he is involved in tax consulting through WR Tax Planners LLC. Wilkerson Advisory Group LLC provides discretionary investment management, financial planning, and retirement-plan services to individuals, high-net-worth clients, employer-sponsored plans, trusts, estates, and business entities. The firm employs a macro, top-down approach with tactical asset allocation, sector rotation, and a relative growth/value framework, emphasizing diversification and disciplined rebalancing.

Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Private / alternative investments Tax-loss harvesting
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