Our Executive Leadership
Jeff Cowley, J.D., AEP®
Executive Vice President & St. Louis Market Executive
Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®
Senior Vice President & Kansas City Market Executive
Scott M. Kellett, J.D.
President & Chief Executive Officer
Dave Stepanek
Executive Vice President & Chief Operating Officer
Bryan Allee, J.D.
Senior Vice President & Chief Fiduciary Officer
Nancy O’Neal, CFP®, CFIRS™
Senior Vice President & Chief Compliance Officer
Diane Homan, CTFA, CISP
Executive Vice President & Springfield Market Executive
Keith Schawo, CTFA
Executive Vice President & Columbia Market Executive
Debbie Vanloo, CFP®, CPA
Executive Vice President & Jefferson City Market Executive
Our Administration
Adam Wyrick, CFIRS™
Assistant Vice President & Compliance Officer
Andrew Tasset
Vice President - Marketing Manager
John Sastry, J.D., CFP®
Vice President & Financial Planning Officer
Josh Hargrove, AIF®, CAIA, CFA, CIPM, CMT, FRM, MSF
Senior Vice President & Investment Strategist
Kristin Carter, CPA
Vice President & Tax Officer
Kyle Search
Senior Vice President & Operations Manager
Todd Hughes, J.D.
Vice President & Retirement Services Officer