Nancy O’Neal, CFP®, CFIRS™
Executive Vice President & Chief Compliance Officer
Peter Harris, CFP®
Vice President & Portfolio Manager
Justin Setser, CFA, CFP®, CTFA, MBA
Senior Vice President & Senior Portfolio Manager
Andrea McKinney, MBA, CFP®
Senior Vice President & Wealth Management Advisor
Debbie Vanloo, CFP®, CPA
Executive Vice President
Andrea Howerton, CTFA, CFP®
Executive Vice President & Jefferson City Market Executive
John Bailey, CFP®
Executive Vice President & Chief Revenue Officer