John provides his clients with customized, comprehensive financial advice to help them achieve their goals and live the life they want. As a Certified Financial Planner (CFP®), he specializes in investment strategy, wealth accumulation, education planning, and retirement planning with families and business owners. Many of John's clients came to him because they no longer wanted the hassle of managing their own portfolios or they were not sure that they were managing it as efficiently and effectively as they wanted. Others were nearing retirement, had a 401(k), and wanted a retirement plan. In addition to investment selection, John includes comprehensive strategies for his clients such as tax-advantaged strategies, risk management solutions such as insurance, and income strategies. A St. Louis native and CBC graduate, John received his undergraduate degree and MBA from Ole Miss. Today, he puts his experience to work with a passion to improve the financial lives of those around him. That is also one of the main objectives for co-founding One Bridge Wealth Management: to continuously improve the financial lives of his clients and the services delivered to them. John lives with his wife and son in St. Louis. Other than spending time with them, he enjoys spending time at his family farm, golfing, hunting, traveling, and anything outdoors. Contact him today to learn more about his services and how One Bridge Wealth Management can help you reach your financial goals.

About One Bridge Wealth Management

Here at One Bridge, we provide a comprehensive array of wealth management solutions to individuals, families, small businesses, non-profit organizations and qualified retirement plans. We work with you and your family to build, manage, preserve, and transfer your wealth according to your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. We start by examining the wealth strategies universe and its modules: Accumulation & Investment Selection, Retirement Planning, Estate Planning, Risk Management and Insurance, Education Planning, Charitable Giving Planning, Taxation, and Business Planning. Then, we create a comprehensive plan: By exploring each module in detail, we will determine which ones require our immediate attention, which ones are more long-term in nature, and which ones, if any, that simply do not apply. From our findings, we will assemble an implementation plan for your financial future. From there, we support your financial goals: Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term. As your trusted advisor, we'll leverage the broad industry experience of our team of financial experts, their deep product knowledge and our comprehensive range of customizable resources to help you build, manage, preserve, and transfer your wealth according to your goals. John Wahl is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, John Wahl is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, John Wahl is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, John Wahl is required to act in a fiduciary capacity.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

I am married with 3 children under the age of 12. We enjoy Crossfit as a family and going to local parks together.

About Merrill Lynch

Our team is distinctive in its focus and its depth. We work with an elite group of clients who encounter opportunities and complexities as a result of wealth. We have built our team to respond to the particular needs of clients, from large-scale issues like portfolio management, tax minimization, and estate planning strategies, to day-to-day issues like bill paying and account organization. We relish the opportunity to streamline clients financial lives so that they can focus on the family and business pursuits they find most rewarding.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Ryan started his career in the financial services industry in 2007. Ryan brings a passion for serving clients with a comprehensive approach to their wealth management plans. He focuses his practice on high-net-worth individuals who require a sophisticated level of financial, tax and estate planning, ensuring that they're ready for whatever decisions they may face as they journey throughout their financial lives. Ryan earned a B.S. in Business Economics and Finance from Southern Illinois University Edwardsville. Ryan holds his CERTIFIED FINANCIAL PLANNER designation from Certified Financial Planner Board of Standards, an advanced credential which involves a rigorous course of study followed by a six-hour examination and continuing education requirements. Ryan and his wife Tara enjoy traveling, hiking, golf and spending time with family, friends and their two dogs.

About Krilogy

The team you choose matters. The values that guide your work together are the building blocks of a trusting, uplifting relationship. Intelligent people seek informed insights. You explore options to feel confident about the financial decisions you are making. Krilogy advisors walk alongside our clients, helping you gain clarity about your future and building the wealth plans that reflect who you are and what makes you happy. We are guides, educators, and advocates for your entire financial life. This approach is rooted in our values-based culture. Values are the soul of our organization and drive our daily actions with clients and each other. We believe in: -Dedication: Giving relentless effort to dive deep, work hard, and exceed your expectations. -Abundance: Going beyond the financial plan to guide you to financial independence and well-being. -Leadership: Sharing informed insights and working as a team to inspire confident decision-making. Values, in action, build strong relationships based on honesty and trust. They lead to more informed planning and direct a sense of readiness as you face all of life's changes. We take the work and the weight off your shoulders as you consider big decisions such as retirement, selling a business (or buying one), and leaving a legacy for future generations. Trust allows us to ask thought-provoking questions to advance your financial position. Most importantly, we know what to do with the answers to those questions. The team's knowledge and our extensive use of technology provides data-driven advice to address the unique needs of your plan. We provide a trusted wealth management partnership to meet your personal, financial and life goals. With your team, you're ready.

Licensed in the following state(s)*: AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WY My experience has taught me that I serve my clients best by acting as a financial advisor who brings trust, integrity and accountability to each professional relationship. My approach is to bring an unbiased, comprehensive and customized strategy to each client in order to help them meet their life challenges and financial goals. Working together over the course of our relationship, we collaborate to create a disciplined strategy that we review periodically in order to make certain that it still reflects their current needs and future goals.

About Oppenheimer & Company

Oppenheimer & Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 125 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients' investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

Norman Wealth Advisory Rob Norman I started in the Industry in 1994. I have obtained Series 7, 24, 63, 65 and several Insurance licenses. Including: Long term care, Variable annuity, Accident, Health & Life, and Disability. I'm currently working on obtaining my Accredited Investment Fiduciary or AIF designation. In helping you BUILD your Investments I use several factors:Regulatory oversight, Minimum Track Record, Stability of Organization, Assets in the Investment, Composition consistent with Asset class, Style Consistency, Expense Ratios/ Fees relative to peers, Risk-adjusted performance relative to peers.

About Norman Wealth Advisory

At Norman Wealth Advisory our goal is to assist you in BUILDING, PROTECTING, and eventually TRANSFERRING your wealth. It took me 20 years to design what I believe to be one of the best "value propositions" in the industry. It's simple the client comes first, in everything thing I do, and every process I implement is for your financial benefit. I have a low fee holistic financial planning practice. I will be a forward thinker on your behalf. This will hopefully prevent you from having financial pitfalls in the future, that could derail your entire financial plan.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

William L. Meyer, AIF, CLU, ChFC, William L. Meyer graduated from Maryville College in 1978, earned his Chartered Life Underwriter & Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983, and his Accredited Investment Fiduciary accreditation from FI360. He is age 58, married with 3 children, and resides in Chesterfield, Missouri. He currently serves on the National Association of Insurance and Financial Advisors Board—St. Louis. His personal interests are philanthropy for children, golf, skiing, and reading. In 1988 he co-founded Cutter & Company, Inc., of which he is a producing manager and president. The firm is comprised of three divisions, a Broker Dealer, Registrared Investment Advisory, and an insurance agency and serves businesses and individuals. The firm is licensed in 48 states, has 14 employees and 40 independent advisors affiliated with the firm. Mr. Meyer, in addition to holding life, health, & P&C insurance licenses’, also holds the following securities licenses’; series, 4, 6, 7, 24, 27, 31, 53, 63, 86, and 87. He was admitted to the Palladin Registry of Advisors in 2006, and was chosen by clients and St. Louis magazine in 2008, 2009, 2010, 2011, 2012, 2013, & 2014 as a FIVE STAR WEALTH MANAGER in the category of “Best in Client Satisfaction Wealth Managers”.

About Cutter & Company, Inc.

Providing Resources That Offer Investors the Freedom of Financial Security Located in Ballwin, Missouri, just 15 miles west of St. Louis, Cutter & Company provides professional investment management, and complete financial planning, as well as life and health insurance products. Our goal is to help individuals prepare for current financial and insurance needs and help develop strategies to meet future goals. We strive to provide assistance to small and large businesses in the areas of employee benefits; including group life and health insurance, 401(k) and other qualified plan analysis, deferred compensation programs and other sophisticated executive benefits. Cutter & Company is locally owned and privately held. The company has been serving the needs of individuals and corporations since 1988. Management has over 70 years combined experience. Our experienced staff and investment representatives have significant industry background, with significant industry experience in the financial industry. Cutter & Company representatives focus primarily on serving the needs of individuals and businesses in Missouri, but is registered to do investment business in over 45 states.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Businesses, Insurance Planning