Our Executive Leadership
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
Evan Sowers, MBA
Executive Vice President & St. Louis Market Executive
Diane Homan, CTFA, CISP
Executive Vice President & Springfield Market Executive
Keith Schawo, CTFA
Executive Vice President & Columbia Market Executive
Debbie Vanloo, CFP®, CPA
Senior Vice President & Jefferson City Market Executive
Our Administration
Adam Wyrick, CFIRS™
Compliance Officer
Andrew Tasset
Vice President - Marketing Manager
Dr. John Boudinot, DBA, MBA
Vice President & Retirement Services Manager
John Sastry, J.D., CFP®
Vice President & Financial Planning Officer
Josh Hargrove, AIF, CAIA, CFA, CIPM, CMT, FRM, MSF
Vice President & Investment Strategist
Kristin Carter, CPA
Tax Officer
Kyle Search, CFIRS
Vice President & Operations Manager
Todd Hughes, J.D.
Vice President & Retirement Services Officer
