William Todd Wahl is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Chesterfield, Missouri. He launched his career in financial services in 1991 and joined Merrill in 2006. Today he serves a loyal and growing circle of high-net-worth individuals, business executives, entrepreneurs, who he has grown to know, love, and respect throughout the years. Many of his relationships now extend two and three generations of the same family.

As the founding partner of Wahl, Dieckhaus, Denner & Associates, Todd built his team with a singular purpose: to provide a preeminent wealth management experience to a select group of clients and to help enhance their lives by focusing on what matters most to them. He considers himself a “goals-based” advisor – structuring tailored wealth plans around the individual situations and aspirations of clients and their families. His greatest fulfillment is listening to his clients’ passions and bucket-list dreams and helping them translate those visions into reality.

Forward thinking, Todd is adept in behavioral investment counseling and anticipating critical junctures in clients’ personal and professional wealth, allowing them to make informed decisions about their lives and legacies. He is proud to have been named to Forbes “Best-In-State Wealth Management Advisors” list* in 2022 for the fifth consecutive year (Published annually Jan – April. Rankings based on data as of June 30 of prior year).

Devoted to serving clients as their lives evolve and to putting their needs first, Todd is a CERTIFIED FINANCIAL PLANNER™, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he holds the Certified Private Wealth Advisor®, CPWA® and Chartered Retirement Planning Counselor, CRPC designations.  

Todd’s exposure to multiple market cycles and economic themes has infused his long-term outlook, cementing his belief in a disciplined approach to investing. He is a qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.

Todd earned his Bachelor’s degree in finance from the University of Missouri in Columbia. He and his wife, Amy, reside in Wildwood, Missouri and have three children, Courtney, Emma, and Tanner. Todd is passionate about supporting various organizations in St. Louis, Destin, Florida, and Ghana, West Africa. His favorite “out of the office” moments are spent playing keyboards and singing in a rock band, traveling with his family or playing golf.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based
on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the
right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is
not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Brad Dieckhaus is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Chesterfield, Missouri. He began his career in the financial services industry in 2013 and joined Merrill in 2015. With a natural ability to relate to and communicate with people; business executives and multiple generations of high-net-worth families look to Brad for a differentiated level of advice and guidance firmly centered on what matters most to them.

Of primary importance to Brad is helping bring clarity and care to clients — often when personal challenges and life transitions make it difficult to maintain financial discipline. Empathetic by nature, he embraces client goals as his own, striving to do everything he can to advance measurable progress toward their aspirations. Through a carefully honed approach that is a signature of Wahl, Dieckhaus, Denner & Associates, Brad’s planning discussions with clients are not a one- time event, but a process that continues throughout each relationship.

Brad earned a Bachelor’s degree in business and a Master’s degree in sports management from Northern Illinois University in Dekalb. He is a CERITIFED FINANCIAL PLANNER, CFP® certificant. Additionally, he holds the Chartered Retirement Planning Counselor, CRPC® and Certified Plan Fiduciary Advisor, CPFA designations. Brad is a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.

Brad and his wife, Danyelle, live in Lake Saint Louis, Missouri, where they are raising their two children, Bennett and Haisley. In his time away from the office, he enjoys exercising, playing golf, hunting, and reading. Brad is involved with the St. Louis Children’s Hospital Neurosurgery Department annual charity golf tournament.

Dan Denner is a Vice President and Financial Advisor at Merrill Lynch Wealth Management in Chesterfield, Missouri. He joined Merrill in 2017 and his primary mission is to simplify complexity, clarify uncertainty, and deliver tangible wealth management services to physicians, business executives, small business owners, and their families.

Dan believes that anticipatory service is the hallmark of his team’s outreach and offerings. Through consistent processes, clear communication, and unwavering service, he strives to deliver integrated wealth planning and portfolio management to help clients achieve their goals quickly and efficiently. Dedicated to putting clients first, his detailed process begins by taking the time to understand what matters most by asking hard, smart questions. Listening carefully, Dan strives to uncover, in great detail, exactly where their wealth stands today, and where they would like it to be tomorrow.

Dan earned a Bachelor’s degree from Greenville University in Illinois and a Master’s degree from the University of Missouri-Kansas City. He is a CERTIFIED FINANCIAL PLANNER, CFP® certificant.

Dan and his wife, Kristi, live in Ellisville, Missouri, where they are raising their three sons, Carson, Harrison, and Nelson. In his time away from the office, he enjoys music, playing golf, biking, and woodworking. Dan enjoys volunteering his time with the Down Syndrome Association of Greater St. Louis and the Bach Society of St. Louis.