Bill Max
Vice President & Senior Portfolio Manager
Bart Schulte, MBA, CWS®
Senior Vice President & Portfolio Manager
Andrea Howerton, CTFA, CFP®
Executive Vice President & Jefferson City Market Executive
Adam Wyrick, CFIRS™
Vice President & Compliance Officer
Josh Hargrove, AIF®, CAIA, CFA, CIPM, CMT, FRM, MSF
Chief Investment Strategist
Kyle Search
Senior Vice President & Operations Manager
Scott M. Kellett, J.D.
President & Chief Executive Officer