- All
- Administration
- Columbia
- Jefferson City
- Kansas City
- Lake Ozark
- Leadership
- Naples
- Oklahoma City
- Springfield
- St. Louis
Scott M. Kellett, J.D.
President & Chief Executive Officer
Dave Stepanek
Executive Vice President & Chief Operating Officer
Bryan Allee, J.D.
Executive Vice President & Chief Fiduciary Officer
Amber Myers, CTFA, CISP
Vice President & Relationship Manager
Denny Lachcik, MBA
Vice President & Portfolio Manager
Greg Berg, CFA, CAIA, MBA
Senior Vice President & Senior Portfolio Manager
Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®
Executive Vice President & Kansas City Market Executive
John Bailey, CFP®
Senior Vice President & Wealth Management Advisor
Kim Schwend, CISP
Assistant Vice President & Relationship Manager
Teresa Douglass, J.D., LLM, CPA
Senior Vice President & Senior Fiduciary Officer
Kyle Search
Senior Vice President & Operations Manager
Josh Hargrove, AIFA®, CAIA, CFA, CIPM, CMT, FRM, MSF
Chief Investment Strategist
Andrea Howerton, CTFA, CFP®
Executive Vice President & Jefferson City Market Executive
Bart Schulte, MBA, CWS®
Senior Vice President & Portfolio Manager
Bill Max
Vice President & Senior Portfolio Manager
Brian Dent, J.D., CTFA
Vice President & Senior Relationship Manager
Debbie Vanloo, CFP®, CPA
Executive Vice President
Sam Rathmann, AIF®
Vice President & Portfolio Manager
Ken Frevert, MBA, AWMA®
Senior Vice President & Senior Portfolio Manager, Kansas City Location Manager
Melanie Holland
Vice President & Relationship Manager
Trenny Garrett, J.D., CTFA
Executive Vice President & Lake Ozark Market Executive
Diane Homan, CTFA, CISP
Executive Vice President & Springfield Market Executive
Debbie Abraham
Trust Officer
Andrea McKinney, MBA, CFP®
Senior Vice President & Wealth Management Advisor
Jim Lumpe
Vice President & Senior Portfolio Manager
Justin Setser, CTFA, CFP®, MBA
Senior Vice President & Senior Portfolio Manager
Martha Atkisson, CTFA
Vice President & Relationship Manager
Matthew Suarez, AIF®, CPFA®
Vice President & Portfolio Manager
Patty Johns, CTFA
Senior Vice President & Senior Relationship Manager
Peter Harris, CFP®
Vice President & Portfolio Manager
Renee Gross, CSRIC®
Senior Vice President & Senior Portfolio Manager
Nancy O’Neal, CFP®, CFIRS™
Senior Vice President & Chief Compliance Officer
Carole Warnhoff, CTFA
Vice President & Senior Relationship Manager
Daniel Gunn, J.D., MBA
Vice President & Senior Portfolio Manager
Dawn Federhofer, CTFA
Senior Vice President & Senior Relationship Manager
John Stieven, Sr., CFA, CFP®
Senior Vice President & Senior Portfolio Manager
Stacey Beatty
Vice President & Portfolio Manager
Barbara Braa, MBA, CTFA
Vice President & Relationship Manager
Brent Weber, AWMA®
Associate Portfolio Manager
Todd Hughes, J.D.
Executive Vice President & Chief Administration Officer
Greg Phillips, MBA
Vice President & Portfolio Manager
John Stringer, CFP®, CTFA
Assistant Vice President & Relationship Manager
Chris Watkins, J.D., CTFA
Vice President & Relationship Manager
Emily E. Heitman, CTFA
Fiduciary Officer & Relationship Manager
Kerrie J. Rose, MBA
Portfolio Specialist
Jordan Ellis, CPFA®
Vice President & Retirement Services Business Development Officer
Jason Flores, CFA, CAIA
Executive Vice President & Chief Investment Officer
Ryan Zeman, MBA, CTFA
Vice President & Relationship Manager
Larry L. Valencia, CFA
Vice President & Senior Portfolio Manager
Jeni Wirth, AWMA®
Trust Officer
Robert J. Swift, Jr., J.D.
Senior Vice President & Relationship Manager
Kaylan Harmon
Trust Officer & Relationship Manager
Jamie Hickerson
Trust Officer & Relationship Manager
Jason Smith, J.D.
Senior Vice President & Senior Relationship Manager
Charles Welsh, CFP®
Wealth Management Advisor
Bryan Cooper
Vice President & Wealth Management Advisor
Darrell Mantle, MBA
Vice President & Relationship Manager
Emily Kampeter
Vice President & Wealth Management Advisor
Sean Stout, MBA, CFA, CFP®
Senior Portfolio Manager
Arthur Blackman, MBA
Vice President & Portfolio Manager
Linda Bowers, J.D., CFP®, AEP®, CEPA®
Vice President & Senior Relationship Manager
Anita Acinelli, CTFA
Vice President & Relationship Manager
Beth Naylor, CTFA
Relationship Manager & Fiduciary Services
George “Chip” Snyder, CRPC®
Vice President & Portfolio Manager
Scott M. Kellett, J.D.
President & Chief Executive Officer
W. David Fay, MBA, MLA
Vice President & Wealth Management Advisor
Robert McCracken, CFP®
Vice President & Relationship Manager
Heather Conway, J.D.
Vice President & Relationship Manager
Zechariah Shown, CIMA®, RMA®
Vice President & Portfolio Manager
Chris Harris, J.D., CPA, CFP®
Assistant Vice President & Wealth Management Advisor
Meredith LaRock, CFP®, CTFA
Vice President & St. Louis Market Executive
Scott M. Kellett, J.D.
President & Chief Executive Officer
Bruce Ring Jr., MBA, CFA, CTP®
Senior Vice President & Senior Portfolio Manager
Robin Holzschuh, CTFA, TEP, AEP®, ATFA
Vice President & Compliance Officer
John McMinn, MBA, MPA
Vice President & Portfolio Manager
Christian Argyros
Vice President & Wealth Management Advisor
Mary Korner, J.D.
Vice President & Senior Relationship Manager
Robert Simmons, J.D.
Assistant Vice President & Relationship Manager
Jarod Robillard, CFP®
Assistant Vice President & Relationship Manager
Gary Dyer, CFA
Vice President & Portfolio Manager
Christopher Cronin
Relationship Manager
Kayla Hult, MBA
Vice President & Wealth Management Advisor