Our Executive Leadership
Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®
Executive Vice President & Kansas City Market Executive
Andrea Howerton, CTFA, CFP®
Executive Vice President & Jefferson City Market Executive
Trenny Garrett, J.D., CTFA
Executive Vice President & Lake Ozark Market Executive
Todd Hughes, J.D.
Executive Vice President & Chief Administration Officer
Jason Flores, CFA, CAIA
Executive Vice President & Chief Investment Officer
Meredith LaRock, CFP®, CTFA
Vice President & St. Louis Market Executive
Scott M. Kellett, J.D.
President & Chief Executive Officer
Dave Stepanek
Executive Vice President & Chief Operating Officer
Bryan Allee, J.D.
Executive 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
Our Administration
Josh Hargrove, AIFA®, CAIA, CFA, CIPM, CMT, FRM, MSF
Chief Investment Strategist
Kyle Search
Senior Vice President & Operations Manager
Robin Holzschuh, CTFA, TEP, AEP®, ATFA
Vice President & Compliance Officer