- All
- Administration
- Columbia
- Jefferson City
- Kansas City
- Lake Ozark
- Lawrence
- Leadership
- Naples
- Oklahoma City
- Springfield
- St. Louis
Adam Wyrick, CFIRS™
Vice President & Compliance Officer
Amber Myers, CTFA, CISP
Vice President & Relationship Manager
Andrea Howerton, CTFA, CFP®
Executive Vice President & Jefferson City Market Executive
Andrea McKinney, MBA, CFP®
Senior Vice President & Wealth Management Advisor
Anita Acinelli, CTFA
Vice President & Relationship Manager
Arthur Blackman
Vice President & Portfolio Manager
Barbara Braa, MBA, CTFA
Vice President & Relationship Manager
Bart Schulte, MBA, CWS®
Senior Vice President & Portfolio Manager
Bill Max
Vice President & Senior Portfolio Manager
Brent Weber, AWMA®
Associate Portfolio Manager
Brian Dent, J.D., CTFA
Vice President & Senior Relationship Manager
Bryan Allee, J.D.
Executive Vice President & Chief Fiduciary Officer
Bryan Cooper
Vice President & Wealth Management Advisor
Carole Warnhoff, CTFA
Vice President & Senior Relationship Manager
Charles Welsh, CFP®
Wealth Management Advisor
Chris Watkins, J.D.
Vice President & Relationship Manager
Daniel Gunn, J.D., MBA
Vice President & Senior Portfolio Manager
Darrell Mantle, MBA
Vice President & Relationship Manager
Dave Stepanek
Executive Vice President & Chief Operating Officer
Dawn Federhofer, CTFA
Senior Vice President & Senior Relationship Manager
Debbie Abraham
Trust Officer
Debbie Vanloo, CFP®, CPA
Executive Vice President
Denny Lachcik, MBA
Vice President & Portfolio Manager
Diane Homan, CTFA, CISP
Executive Vice President & Springfield Market Executive
Elizabeth A. Naylor, CTFA
Relationship Manager & Fiduciary Services
Emily E. Heitman, CTFA
Fiduciary Officer & Relationship Manager
Emily Kampeter
Vice President & Wealth Management Advisor
George “Chip” Snyder, CRPC®
Portfolio Manager
Greg Berg, CFA, CAIA, MBA
Senior Vice President & Senior Portfolio Manager
Greg Jones, J.D.
Senior Vice President & Relationship Manager
Greg Phillips, MBA
Vice President & Portfolio Manager
Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®
Executive Vice President & Kansas City Market Executive
Jamie Hickerson
Trust Officer & Relationship Manager
Jason Smith, J.D.
Senior Vice President & Senior Relationship Manager
Jeff Cowley, J.D., CEPA, AEP®
Executive Vice President & St. Louis Market Executive
Jeni Wirth, AWMA®
Trust Officer
Jim Lumpe
Vice President & Senior Portfolio Manager
John Bailey, CFP®
Senior Vice President & Wealth Management Advisor
John Sastry, J.D., CFP®
Vice President & Financial Planning Officer
John Stieven, Sr., CFA, CFP®
Senior Vice President & Senior Portfolio Manager
John Stringer, CFP®, CTFA
Assistant Vice President & Relationship Manager
Jordan Ellis, CPFA®
Assistant Vice President & Retirement Services Business Development Officer
Josh Hargrove, AIF®, CAIA, CFA, CIPM, CMT, FRM, MSF
Chief Investment Strategist
Julie Firmand, CRPP™, AIF®
Retirement Services Officer
Justin Setser, CTFA, CFP®, MBA
Senior Vice President & Senior Portfolio Manager
Kaylan Harmon
Trust Officer & Relationship Manager
Keith Schawo, CTFA
Executive Vice President & Columbia Market Executive
Ken Frevert, MBA, AWMA®
Senior Vice President & Senior Portfolio Manager, Kansas City Location Manager
Kerrie J. Rose, MBA
Portfolio Specialist
Kevin Bohn, CTFA, CFP®
Vice President & Senior Relationship Manager
Kim Schwend, CISP
Assistant Vice President & Relationship Manager
Kristin Carter, CPA
Senior Vice President & Chief Tax Officer
Kyle Search
Senior Vice President & Operations Manager
Jason Flores, CFA, CAIA
Executive Vice President & Chief Investment Officer
Larry L. Valencia, CFA
Vice President & Senior Portfolio Manager
Linda Bowers, J.D., CFP®, AEP®, CEPA®
Vice President & Senior Relationship Manager
Martha Atkisson, CTFA
Vice President & Relationship Manager
Matthew Suarez, AIF®, CPFA®
Vice President & Portfolio Manager
Melanie Holland
Vice President & Relationship Manager
Nancy O’Neal, CFP®, CFIRS™
Senior Vice President & Chief Compliance Officer
Patty Johns, CTFA
Senior Vice President & Senior Relationship Manager
Peter Harris, CFP®
Vice President & Portfolio Manager
Renee Gross, CSRIC®
Senior Vice President & Senior Portfolio Manager
Robert J. Swift, Jr., J.D.
Senior Vice President & Relationship Manager
Ryan Zeman, MBA, CTFA
Vice President & Relationship Manager
Sam Rathmann, AIF®
Vice President & Portfolio Manager
Sarah Hanneken, CTFA
Vice President & Relationship Manager
Scott M. Kellett, J.D.
President & Chief Executive Officer
Scott M. Kellett, J.D.
President & Chief Executive Officer
Sean Stout, MBA, CFA
Senior Portfolio Manager
Stacey Beatty
Vice President & Portfolio Manager
Steven Jeffrey, CFP®, CIMA®, MBA
Senior Vice President & Senior Portfolio Manager
Teresa Douglass, J.D., LLM, CPA
Senior Vice President & Senior Fiduciary Officer
Todd Hughes, J.D.
Executive Vice President & Chief Administration Officer
Trenny Garrett, J.D., CTFA
Executive Vice President & Lake Ozark Market Executive
Vance Urick, CTFA
Senior Vice President & Senior Portfolio Manager
W. David Fay, MBA, MLA
Vice President & Wealth Management Advisor