Andrea Howerton, CTFA, CFP®
Executive Vice President & Jefferson City Market Executive
Andrea McKinney, MBA, CFP®
Senior Vice President & Wealth Management Advisor
Charles Welsh, CFP®
Wealth Management Advisor
Daniel Side, CFP®
Financial Planning Officer
Debbie Vanloo, CFP®, CPA
Executive Vice President
Jarod Robillard, CFP®
Assistant Vice President & Relationship Manager
John Bailey, CFP®
Executive Vice President & Chief Revenue Officer
John Stieven, Sr., CFA, CFP®
Senior Vice President & Senior Portfolio Manager
John Stringer, CFP®, CTFA
Vice President & Columbia Market Executive
Justin Setser, CFA, CFP®, CTFA, MBA
Senior Vice President & Senior Portfolio Manager
Linda Bowers, J.D., CFP®, AEP®, CEPA®
Vice President & Senior Relationship Manager
Meredith Young, CFP®, CEPA®, CTFA
Vice President & St. Louis Market Executive
Nancy O’Neal, CFP®, CFIRS™
Executive Vice President & Chief Compliance Officer
Nathan Dick, CFP®
Relationship Manager & Wealth Management Advisor
Peter Harris, CFP®
Vice President & Portfolio Manager
Robert McCracken, CFP®
Vice President & Relationship Manager
Sean Stout, MBA, CFA, CFP®
Senior Vice President & Senior Portfolio Manager
Zechariah Shown, CIMA®, RMA®
Vice President & Portfolio Manager