Michael Gaffney is a Senior Financial Advisor with Merrill Lynch Wealth Management. He manages the personal wealth and finances for a select group of families, retirees, corporate executives, and business owners across the country. Since beginning his career in financial services in 2012 and joining Merrill Lynch in 2014, Michael has served as a trusted advisor to high-net-worth individuals, business executives, and entrepreneurs. Michael’s approach to wealth management is process oriented and built on a careful understanding of his clients’ lives and objectives. He works closely with clients to identify and prioritize goals related to estate planning, investments, tax minimization, wealth transfer, retirement income, and other areas. Michael collaborates with clients’ attorneys, tax professionals, and insurance experts to create cohesive and customized strategies. His expertise includes executive compensation, family wealth management, philanthropic planning, small business strategies, special needs planning, and tax minimization. Michael holds a bachelor’s degree in finance and business economics from Southern Illinois University. He carries the Personal Investment Advisor (PIA) designation. Outside of work, he lives in Wildwood, Missouri with his wife and two sons. Michael is an active member of his community and serves on the Nationwide Gift Planning Advisor Council for the American Cancer Society.

William Brinkmeyer is a CFP® with 35 years of industry experience, currently serving at Wells Fargo Clearing since 2017. Prior to that, he worked at Umb Financial Services, Inc for 11 years. He is involved with the Lutheran Foundation in Clayton, MO, where he reviews performance on a monthly basis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services with an IPS-driven approach grounded in modern portfolio theory, including a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Cameron Preston is a financial advisor with Morgan Stanley in Des Peres, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Nicholas Svoboda is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked at Amazon.com Services LLC and has experience in education at the high school and middle school levels. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Brittany Wishman is a financial advisor at Edward Jones with a ChFC® designation and five years of industry experience. Prior to joining Edward Jones in 2019, she worked in real estate with Keller Williams Realty West & Partners, Barrett Realty Group, and St. Louis Realty Partners. Outside of advising, she holds a part-time role assisting with transaction coordination at Contract to Close Solutions LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Patrick Linn is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2003. The firm, Edward Jones, is a full-service wealth management company serving over four million individual and institutional clients. It manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Darren Irish is a financial advisor at Edward Jones with 26 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1999. The firm serves more than four million individual and institutional clients, providing a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is notable for its extensive retail advisor network, broad branch footprint, and affiliated capabilities such as a trust company and securities-based lending.

Jonathan Garland is a financial advisor at Edward Jones in St. Louis, MO, with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his advisory role, he held positions at Citibank and engaged in entrepreneurial activities with 5 Star Burgers. Additionally, he has worked as an independent contractor facilitating communication workshops for nursing students at Webster University. 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 strategies supported by a nationwide network of more than 23,700 financial advisors and maintains affiliated capabilities including trust services and proprietary mutual funds.

David Pasch is a Series 66-licensed financial advisor with Edward Jones, based in St. Louis, MO. He has nine years of industry experience, all of which have been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of client segments. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Gregory Goin is a CFP® with 18 years of experience in the financial industry. He has been with Edward Jones in St. Louis, MO since 2008. Edward Jones serves more than four million individual and institutional clients, offering a range of 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 a nationwide network of over 23,700 financial advisors.

Martina Bishopp is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 6 years of industry experience. She has been with Edward Jones since 2011. 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. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Adam Maddox is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Thrivent Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Michael Williams is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 15 years of industry experience. His prior positions include roles at Fidelity Investments, UBS Financial Services, and Bank of America. Outside of his advisory work, he coaches CrossFit classes at a gym in Webster Groves. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Marc Kenning is a financial advisor at Edward Jones in Manchester, MO, with 11 years of experience at the firm. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 nationwide network of more than 23,700 financial advisors, offering a range of investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Janice Oexeman is a financial advisor with Morgan Stanley in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is involved with SKL Legacy LLC, which focuses on agriculture and real estate. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee’s analyses.

Timothy Lueders is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Michael Waller is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo and its affiliates since 2014. Outside of his advisory role, he is involved in investment-related activities through his ownership interests in MAGIS LLC and Michael T. Waller Financial Services LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports and entertainment planning, utilizing proprietary research and planning tools.

Matthew Robinson is a financial advisor at Edward Jones in St. Louis, MO, with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2006. In addition to his advisory role, he has worked at Men's Wearhouse since 2004, assisting customers and training new associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated investment products.

Dawn Walkup is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an advisory program managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies and related services operating under a fiduciary standard.

Robert Zerega II is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.