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Michael O

Series 63, Series 66

Frontenac, MO

Merrill

Michael Obradovits is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in St. Louis, Missouri. He works with a diverse client base including active and retired business owners, accountants, and younger physicians, helping them develop comprehensive financial strategies aligned with their professional, personal, and financial goals. Michael also assists with 401k and other defined benefit plans, educating sponsors and participants on fiduciary responsibilities and investment choices. Michael holds the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute and the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning Institutes Corp. He graduated from the University of Missouri with a Bachelor of Science degree in Business Administration, emphasizing Finance and Banking. Prior to joining Merrill in 2019, Michael spent over a decade as an options trader and equity and option trading analyst at financial firms in St. Louis. Born and raised in Saint Louis, Michael resides in Webster Groves with his wife Ashley and their two daughters. Outside of work, he is a real estate investor and enjoys fitness, family, and outdoor activities. He is actively involved with the Alzheimer's Association – Greater Missouri Chapter and the Rocky Mountain Elk Foundation – St. Louis Chapter.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Founder/Business Owner Doctor or Medical Professional Financial Professional Young Families Mid-Career Professionals Women Professionals Values-based investing
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Jesse H

Series 66

Frontenac, MO

Merrill

Jesse Hughes is a financial advisor with Merrill Lynch Wealth Management, specializing in assisting individuals and families to prepare for retirement and build wealth through personalized financial strategies. He applies a comprehensive approach tailored to each client's unique needs, focusing on areas such as retirement income, portfolio management, and family wealth management strategies. With seven years of experience in the financial services industry, Jesse has worked in compliance, financial planning, and advisory roles, providing him with a well-rounded perspective on client relationships. He holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Central Baptist College. Outside of his professional life, Jesse enjoys spending time with his wife and daughter, engaging in activities such as camping, fishing, golfing, hunting, and ice hockey.

General retirement planning Retirement income strategy Wealth management College savings (529s, UTMA, etc.) Multi-generational wealth transfer Parents
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David D

Series 66

Frontenac, MO

Merrill

David Dawson is a Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, and personal retirement planning. He collaborates closely with individuals, families, and business owners to create personalized financial strategies that align with their goals and long-term objectives. David brings experience from his military service and an MBA from Washington University's Olin Business School, which influence his disciplined and client-focused approach. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. David is a member of the Olin Veterans Association and participates in community activities with City Academy. Outside of his professional work, David enjoys reading, spending time with his family, and traveling.

General retirement planning Wealth management General estate planning guidance Financial Professional Parents Mid-Career Professionals
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Joseph E

Series 66

Frontenac, MO

Merrill

Joseph Eichacker is a Senior Financial Advisor with Taylor Wealth Management Group, associated with Merrill Lynch Wealth Management. He specializes in developing customized financial strategies tailored to meet the personal goals of his clients and their families, focusing on areas such as retirement and estate planning, college education planning, family wealth management, portfolio management, and individual and corporate investment strategy. He emphasizes trust and clear communication as key elements in building enduring client relationships. With 17 years of industry experience, Joseph works closely with his clients to manage their investment and retirement objectives, providing education and straightforward explanations for every recommendation. He integrates industry-leading technology and the banking services of Bank of America to comprehensively address his clients' financial needs. Joseph holds a Bachelor's Degree in Business Administration from Westminster College, with emphases in finance, management, marketing, and entrepreneurial studies. He holds the Professional Investment Advisor (PIA) designation. Joseph lives in Ballwin, Missouri, and participates in community support efforts for the Multiple Sclerosis Society and the Missouri Military Memorial Foundation. His personal interests include baseball, basketball, boating, bowling, football, golfing, ice hockey, softball, and spending time with his family.

General retirement planning Retirement income strategy Wealth management College savings (529s, UTMA, etc.) Gen Y/Millennials (Born 1980-1995) Parents
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Christopher H

Series 63, Series 65

Frontenac, MO

Merrill

Christopher Hutson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1996 and specializes in assisting clients with investment management, estate planning strategies, and the planning and execution of lifetime retirement income for individuals and families. He also provides wealth transfer planning and has extensive experience with Life, Annuity, and Long Term Care insurance planning. In addition to working with individuals and businesses, he assists not-for-profit foundations and institutions with implementing portfolio strategies. Christopher holds a Bachelor of Science degree in Business Administration with a major in Finance from Southeast Missouri State University. He earned a Master of Business Administration degree from William Woods University. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Personal Investment Advisor (PIA). He resides in Cape Girardeau with his wife Lindsey and two children. Christopher is active in the community as a member of the Cape Girardeau Noon Lions Club and Excelsior Lodge #441.

Wealth management Retirement income strategy Life insurance needs analysis Long-term care insurance General estate planning guidance
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Kerry V

Series 65, Series 63, Series 66

Frontenac, MO

Merrill

Kerry Vetter is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 27 years of experience in the financial services industry. She began her career on the institutional side, working for Merrill Lynch Wealth Management and Goldman Sachs, which provided her with a unique perspective in financial advising. Kerry focuses on goals-based wealth management strategies, asset and liability management, and strategic investment planning for the accumulation, building, preservation, and distribution of wealth. She graduated from Boston College in 1992 with a Bachelor of Science degree in Finance. Kerry holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). She provides guidance to individual and corporate clients related to retirement planning and wealth management needs. Kerry lives in Saint Louis with her family. She participates in community activities and volunteers with organizations such as Girls on the Run. Her professional approach emphasizes understanding clients’ financial objectives through a caring and professional manner.

Wealth management General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) LGBTQIA Retired Career Changers Women's Finance
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Kurt W

Series 66

Frontenac, MO

Merrill

Kurt Wunderlich is a financial advisor at Merrill with 23 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch since 2003, concurrently working at Bank of America since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Gregory D

Series 63, Series 65

Frontenac, MO

Merrill

Gregory Deimund is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his financial career in 1989, he has focused on providing goals-based wealth management to affluent families, accomplished professionals, and business owners. Gregory works alongside a team of specialists to deliver customized advice, investment management, and comprehensive financial planning that addresses client priorities such as family, finances, health, home, leisure, work, and philanthropic giving. Gregory’s areas of expertise include retirement planning, money management, and advising on employer-sponsored retirement plans such as 401(k)s and SIMPLE IRAs. He also assists clients with legacy planning, estate planning, and strategies for not-for-profit foundations and charitable giving. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gregory earned a Bachelor of Science degree in Business Administration from William Jewell College in 1989. A native of Cape Girardeau, Gregory resides there with his wife and two sons. He participates actively in his community through involvement with his church, the Boy Scouts of America, and other local organizations. His personal interests include boating, camping, fishing, golfing, hiking, hunting, skiing, and traveling.

General retirement planning Wealth management Charitable giving & philanthropy General estate planning guidance
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Jeffrey G

Series 66

Frontenac, MO

Merrill

Jeffrey Goldwasser is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with clients to address complex financial questions, aiming to simplify decision-making through a wealth planning approach that ties recommendations to quantitative data. This approach helps clients manage the emotional aspects of investing. Goldwasser's expertise includes corporate executive services, divorce transition planning, family wealth management strategies, institutional consulting, investment consulting for defined contribution plans, personal retirement planning, individual and corporate investment strategies, tax minimization, and retirement income. He engages in community service by volunteering with local organizations. He holds a bachelor's degree from Williams College. Goldwasser enjoys cooking, playing ice hockey, and spending time with his family.

General retirement planning Retirement income strategy Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Executive
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Dane B

Series 66

Frontenac, MO

Merrill

Dane Balsmann is a Financial Advisor at Merrill Lynch Wealth Management, where he focuses on delivering individualized wealth management strategies. He assists clients with investment management, financial planning, and retirement income, as well as advising businesses and institutions on implementing financial strategies. Dane began his career in finance in 2015 and joined Merrill in 2023. His approach centers on understanding each client's financial situation and priorities to create flexible, customized wealth management plans. Dane leverages investment insights from Merrill and banking services from Bank of America to support various aspects of his clients' financial lives. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Dane earned a bachelor's degree from Southeast Missouri State University in 2010. He resides in Cape Girardeau with his wife Ashton and their three children. His personal interests include baseball, boating, football, golfing, ice hockey, music, softball, spending time with family, traveling, and watching movies.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Parents
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Whitney B

Series 66

Frontenac, MO

Merrill

Whitney Boessen is a financial advisor with Merrill, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she volunteers on the auction committee for Ste Genevieve du Bois Catholic School, assisting with event organization and fundraising activities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Matthew L

Series 63, Series 65

Frontenac, MO

Merrill

Matthew Lamartina is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he works with high net worth individuals, business owners, executives, and their families to address complex wealth management needs. His approach focuses on total balance sheet optimization, encompassing all aspects of a client's financial well-being. With over 25 years of experience in the financial services industry, Matthew specializes in areas including college education planning, equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. He is supported by a team of Wealth Management Associates and maintains a high-touch client service model designed to foster long-term client relationships. Matthew holds a Bachelor's Degree in Business from the University of Missouri-Saint Louis and has completed the Merrill Financial Advisors Leadership Program at the University of Pennsylvania's Wharton School. He also holds the CERTIFIED FINANCIAL PLANNER™ certification. Beyond his professional work, Matthew serves on the board of trustees for Shooting Star Productions, a youth performing arts organization. He resides in Saint Louis, Missouri with his wife and children.

Wealth management Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
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Braden S

Series 63, Series 66

Frontenac, MO

Merrill

Braden Spawr is a Financial Advisor at Merrill Lynch Wealth Management. He helps clients navigate important financial decisions with confidence by building strong relationships and understanding each client's unique goals to provide thoughtful guidance for long-term financial success. Braden focuses on simplifying complex topics and delivering honest advice to help clients feel comfortable and secure about their financial plans. His areas of expertise include education planning, family wealth management strategies, personal retirement planning, small business strategies, tax minimization, and retirement income. Braden emphasizes listening to clients to uncover their priorities and develop customized strategies aligned with their ambitions. Braden holds a Bachelor's Degree from Southeast Missouri State University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of work, he has interests in baseball, golfing, and music.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Tax strategies for small businesses Wealth management
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