- All
- Administration
- Colorado
- Columbia
- Jefferson City
- Kansas City
- Lake Ozark
- Leadership
- Naples
- Oklahoma City
- Springfield
- St. Louis
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
Arthur Blackman, MBA
Vice President & Portfolio Manager
Beth Koppang, CTFA, ATFA
Senior Trust Officer & Relationship Manager
Bill Max
Vice President & Senior Portfolio Manager
Brent Weber, AWMA®
Assistant Vice President & Relationship Manager
Brett Windsor, CFA
Associate Portfolio Manager
Brian Dent, J.D., CTFA
Vice President & Senior Relationship Manager
Bruce Ring Jr., MBA, CFA, CTP®
Senior Vice President & Senior Portfolio Manager
Bryan Allee, J.D.
Executive Vice President & Chief Fiduciary Officer
Carole Warnhoff, CTFA
Vice President & Senior Relationship Manager
Charles Welsh, CFP®
Vice President & Wealth Management Advisor
Chris Harris, J.D., CPA, CFP®
Assistant Vice President & Wealth Management Advisor
Chris Watkins, J.D., CTFA
Vice President & Relationship Manager
Christian Argyros, AWMA®
Vice President & Wealth Management Advisor
Collin Stosberg
Wealth Management Advisor
Daniel Gunn, J.D., MBA
Senior Vice President & Senior Portfolio Manager
Daniel Side, CFP®
Financial Planning Officer
Darrell Mantle, MBA, CTFA
Vice President & Relationship Manager
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
Beth Naylor, CTFA
Assistant Vice President & Relationship Manager
Emily E. Heitman, CTFA
Assistant Vice President & Relationship Manager
Gary Dyer, CFA
Vice President & Portfolio Manager
George “Chip” Snyder, CRPC®
Vice President & Portfolio Manager
Greg Berg, CFA, CAIA, MBA
Senior Vice President & Regional Chief Investment Officer
Greg Phillips, MBA
Senior Vice President & Senior Portfolio Manager
Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®
Executive Vice President & Kansas City Market Executive
Heather Conway, J.D.
Vice President & Relationship Manager
Jacob Laswell, CPA
Tax Officer
Jamie Hickerson
Trust Officer & Relationship Manager
Jarod Robillard, CFP®
Assistant Vice President & Relationship Manager
Jason Smith, J.D.
Senior Vice President & Senior Relationship Manager
Jeni Wirth, AWMA®
Assistant Vice President & Relationship Manager
John Bailey, CFP®
Executive Vice President & Chief Revenue Officer
John Stieven, Sr., CFA, CFP®
Senior Vice President & Senior Portfolio Manager
John Stringer, CFP®, CTFA
Vice President & Columbia Market Executive
Jon Allee
Assistant Vice President & Relationship Manager
Jordan Ellis, CPFA®
Vice President & Retirement Services Business Development 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
Kayla Hult, MBA
Vice President & Wealth Management Advisor
Kaylan Harmon
Vice President & Relationship Manager
Ken Frevert, MBA, AWMA®
Senior Vice President & Senior Portfolio Manager, Kansas City Location Manager
Kerrie J. Rose, MBA
Portfolio Specialist
Kim Schwend, CISP
Vice President & Relationship Manager
Kyle Search
Chief Operating Officer
Jason Flores, CFA, CAIA
Executive Vice President & Chief Investment Officer
Larry L. Valencia, CFA
Senior Vice President & Senior Portfolio Manager
Linda Bowers, J.D., CFP®, AEP®, CEPA®
Vice President & Senior Relationship Manager
Martha Atkisson, CTFA
Vice President & Relationship Manager
Mary Korner, J.D.
Vice President, Senior Fiduciary Officer & Senior Relationship Manager
Matthew Scheidker, J.D.
Vice President & Senior Relationship Manager
Matthew Suarez, AIFA®, CPFA®
Vice President & Portfolio Manager
Megan Crocker
Assistant Vice President & Wealth Management Advisor
Meredith Young, CFP®, CEPA®, CTFA
Senior Vice President & St. Louis Market Executive
Nancy O’Neal, CFP®, CFIRS™
Executive Vice President & Compliance Advisor
Nathan Dick, CFP®
Relationship Manager & Wealth Management Advisor
Nicholas Hinkebein, CFA
Portfolio Manager
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 McCracken, CFP®
Vice President & Relationship Manager
Robert J. Swift, Jr., J.D.
Senior Vice President & Relationship Manager
Robert Simmons, J.D.
Vice President & Relationship Manager
Robin Holzschuh, CTFA, TEP, AEP®, ATFA, CFIRS®
Vice President & Chief Compliance Officer
Ryan Hurn, CFP®, ChFC®, FSCP®
Relationship Manager
Ryan Zeman, MBA, CTFA
Vice President & Relationship Manager
Sam Rathmann, AIF®
Senior Vice President & Senior Portfolio Manager
Scott M. Kellett, J.D.
President & Chief Executive Officer
Sean Stout, MBA, CFA, CFP®
Senior Vice President & Regional Chief Investment Officer
Stacey Beatty
Senior Vice President & Senior Portfolio Manager
Steve Harlan
Vice President & Wealth Management Advisor
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
W. David Fay, MBA, MLA
Vice President & Wealth Management Advisor
William Amos, J.D., LL.M.
Assistant Vice President & Trust Officer
Zechariah Shown, CIMA®, RMA®
Vice President & Portfolio Manager