Andrea Howerton, CTFA, CFP®

Executive Vice President & Jefferson City Market Executive
Andrea McKinney

Andrea McKinney, MBA, CFP®

Senior Vice President & Wealth Management Advisor
Charles-Welsh

Charles Welsh, CFP®

Wealth Management Advisor
Debbie VanLoo

Debbie Vanloo, CFP®, CPA

Executive Vice President
John-Bailey

John Bailey, CFP®

Senior Vice President & Wealth Management Advisor
John Sastry

John Sastry, J.D., CFP®

Vice President & Financial Planning Officer
John Stieven

John Stieven, Sr., CFA, CFP®

Senior Vice President & Senior Portfolio Manager
John Stringer

John Stringer, CFP®, CTFA

Assistant Vice President & Relationship Manager
Justin Setser

Justin Setser, CTFA, CFP®, MBA

Senior Vice President & Senior Portfolio Manager
Kevin Bohn

Kevin Bohn, CTFA, CFP®

Vice President & Senior Relationship Manager
Linda-Bowers

Linda Bowers, J.D., CFP®, AEP®, CEPA®

Vice President & Senior Relationship Manager

Meredith LaRock, CFP®, CTFA

Vice President & Wealth Management Advisor
Nancy O'Neal

Nancy O’Neal, CFP®, CFIRS™

Senior Vice President & Chief Compliance Officer
Peter Harris

Peter Harris, CFP®

Vice President & Portfolio Manager

Robert McCracken, CFP®

Vice President & Relationship Manager
Sean-Stout

Sean Stout, MBA, CFA, CFP®

Senior Portfolio Manager

Zechariah Shown, CIMA®, RMA®

Vice President & Portfolio Manager