Our Leadership

Our Executive Leadership

Bryan Allee, J.D.

Bryan Allee, J.D.

Executive Vice President & Chief Fiduciary Officer
John Bailey, CFP®

John Bailey, CFP®

Executive Vice President & Chief Revenue Officer
Jason Flores, CFA, CAIA

Jason Flores, CFA, CAIA

Executive Vice President & Chief Investment Officer
Trenny Garrett, J.D., CTFA

Trenny Garrett, J.D., CTFA

Executive Vice President & Lake Ozarks Market Executive
Josh Hargrove, AIFA®, CAIA, CFA, CIPM, CMT, FRM, MSF

Josh Hargrove, AIFA®, CAIA, CFA, CIPM, CMT, FRM, MSF

Chief Investment Strategist
Robin Holzschuh, CTFA, TEP, AEP®, ATFA, CFIRS®

Robin Holzschuh, CTFA, TEP, AEP®, ATFA, CFIRS®

Vice President & Chief Compliance Officer
Diane Homan, CTFA, CISP

Diane Homan, CTFA, CISP

Executive Vice President & Springfield Market Executive
Andrea Howerton, CTFA, CFP®

Andrea Howerton, CTFA, CFP®

Executive Vice President & Jefferson City Market Executive
Todd Hughes, J.D.

Todd Hughes, J.D.

Executive Vice President & Chief Administration Officer
Scott M. Kellett, J.D.

Scott M. Kellett, J.D.

President & Chief Executive Officer
Kyle Search

Kyle Search

Chief Operating Officer & Executive Vice President
John Stringer, CFP®, CTFA

John Stringer, CFP®, CTFA

Senior Vice President & Columbia Market Executive
Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®

Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®

Executive Vice President & Kansas City Market Executive
Meredith Young, CFP®, CEPA®, CTFA

Meredith Young, CFP®, CEPA®, CTFA

Senior Vice President & St. Louis Market Executive

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