Our Executive Leadership
Andrea Howerton, CTFA, CFP®
Executive Vice President & Jefferson City Market Executive
Bryan Allee, J.D.
Executive Vice President & Chief Fiduciary Officer
Diane Homan, CTFA, CISP
Executive Vice President & Springfield Market Executive
Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®
Executive Vice President & Kansas City Market Executive
John Stringer, CFP®, CTFA
Vice President & Columbia Market Executive
Kyle Search
Chief Operating Officer
Jason Flores, CFA, CAIA
Executive Vice President & Chief Investment Officer
Meredith Young, CFP®, CEPA®, CTFA
Senior Vice President & St. Louis Market Executive
Nancy O’Neal, CFP®, CFIRS™
Executive Vice President & Compliance Advisor
Robin Holzschuh, CTFA, TEP, AEP®, ATFA, CFIRS®
Vice President & Chief Compliance Officer
Scott M. Kellett, J.D.
President & Chief Executive Officer
Todd Hughes, J.D.
Executive Vice President & Chief Administration Officer
Trenny Garrett, J.D., CTFA
Executive Vice President & Lake Ozark Market Executive
Our Administration
Greg Berg, CFA, CAIA, MBA
Senior Vice President & Regional Chief Investment Officer
Jacob Laswell, CPA
Tax Officer
Josh Hargrove, AIFA®, CAIA, CFA, CIPM, CMT, FRM, MSF
Chief Investment Strategist
Justin Setser, CFA, CFP®, CTFA, MBA
Senior Vice President & Regional Chief Investment Officer
Sean Stout, MBA, CFA, CFP®
Senior Vice President & Regional Chief Investment Officer