Broker Check

St. Louis

Aaron Bockman ChFC®

Aaron Bockman ChFC®

Managing Associate, Financial Planner

Amanda Luke

Amanda Luke

Executive Assistant to Andrew Busby and Chris Campo

Amy Gleason

Amy Gleason

Executive Assistant to Brian Roberts and Mike Fleming

Brian Lorenz

Brian Lorenz

Financial Services Representative

Caroline Schaupp

Caroline Schaupp

Financial Services Professional

Charlie Sottoriva

Charlie Sottoriva

Managing Associate, Financial Advisor

Cindy Gross

Cindy Gross

Practice Manager to A. Moghis Mian

Dakota Adams

Dakota Adams

Financial Services Professional

Dan Marcotte

Dan Marcotte

Financial Services Representative

Dana  Scott

Dana Scott

Financial Services Professional

Danielle Gibbons

Danielle Gibbons

Financial Services Professional

Dillon Anderson

Dillon Anderson

Financial Services Professional

Elizabeth Wilmes

Elizabeth Wilmes

Contracting & Licensing Specialist

Greg Pettys ChFC®, CFP®

Greg Pettys ChFC®, CFP®

Advanced Markets Consultant | Certified Financial Planner® Professional

Jabari Danzy

Jabari Danzy

Financial Services Representative

Jamie Boydston

Jamie Boydston

Financial Services Representative

Jason Puhr

Jason Puhr

Financial Services Professional

Jennifer Schwane

Jennifer Schwane

Financial Services Professional

John Weeks CLTC®

John Weeks CLTC®

Agency Disability Income & Long Term Care Specialist, Financial Advisor

Justin Hennessey CFP®, ChFC®, CLU®

Justin Hennessey CFP®, ChFC®, CLU®

Registered Sales Assistant to Michael Fleming

Kathy Mueller

Kathy Mueller

Executive Assistant to Tom Hadican and Charlie Sottoriva

Kelly Morrison

Kelly Morrison

Executive Assistant to Ethan Eitel and Jason Head

Kim O'Shea

Kim O'Shea

Bookkeeper/ New Business Manager

Kyle Ortmann

Kyle Ortmann

Director of the Legacy Outreach Program | Financial Advisor

Lisa Gleason

Lisa Gleason

Executive Assistant to Nick Schneider

Logan Offner

Logan Offner

Financial Services Professional

Lukas Noll

Lukas Noll

Financial Services Representative

Madison  Buie

Madison Buie

Executive Assistant to Todd Gentry and Joe Heitcamp

Mallory Immethun

Mallory Immethun

Executive Assistant to Marc Chenot

Marc Chenot

Marc Chenot

Investment Specialist, Financial Advisor

Marcus  Alstadt

Marcus Alstadt

Financial Services Professional

Mark Hiatt

Mark Hiatt

Customer Service Concierge

Matthew Merrick

Matthew Merrick

Agency Life Specialist, Managing Associate, Financial Advisor

Matthew Laposa

Matthew Laposa

Financial Services Representative

Meaghan Keeven

Meaghan Keeven

Financial Services Professional

Megan  Knight

Megan Knight

Executive Assistant to Bob Herdler, Dan Marcotte, & Tim Smith

Michael Daley CPA*

Michael Daley CPA*

Financial Planning Director, Financial Advisor

Morgan Paulson

Morgan Paulson

Executive Assistant to Brooks Kickham

Patrick  Donlan

Patrick Donlan

Annuity Specialist, Financial Advisor

Phillip Barringer

Phillip Barringer

Financial Services Representative

Rachel Tucker-Acharya

Rachel Tucker-Acharya

Client Experience Coordinator, Harnness Team

Ryan Paisley

Ryan Paisley

Financial Services Professional

Sam Schell

Sam Schell

Financial Services Professional

Sarah  Ringkor

Sarah Ringkor

Executive Assistant to Jason Harness and Jeremy Harness

Scott Sanders

Scott Sanders

Managing Associate, Financial Services Professional

Scott Street

Scott Street

Financial Services Professional

Sean O'Neill

Sean O'Neill

Financial Services Professional

Shannon  Lewandoski

Shannon Lewandoski

Financial Advisor, Managing Associate

Shelly Hines

Shelly Hines

Executive Assistant to Brady Westphal

Stephen McGoff

Stephen McGoff

Financial Services Professional

Steven Ehrhard

Steven Ehrhard

Financial Services Professional

Ted A. Guebert

Ted A. Guebert

Financial Services Representative

Timothy Smith ChFC®, CLU®

Timothy Smith ChFC®, CLU®

Financial Advisor, Managing Associate

Tina Lender

Tina Lender

Executive Assistant to Bob Herdler, Dan Marcotte, & Tim Smith

Todd  Guffey

Todd Guffey

Financial Services Representative