Broker Check

St. Louis

Amy Gleason

Amy Gleason

Executive Assistant to Mike Fleming

Andy Busby

Andy Busby

Vice President, Registered Principal, Financial Advisor

Carrie  Bischof

Carrie Bischof

Recruiting Director - St. Louis

Chase Chick

Chase Chick

Financial Services Professional

Chelse Swoboda

Chelse Swoboda

Executive Assistant to Saz Shrestha

Cindy Gross

Cindy Gross

Practice Manager to A. Moghis Mian

Dakota Adams

Dakota Adams

Financial Services Professional

Dan Marcotte

Dan Marcotte

Financial Services Representative

Diona Cann

Diona Cann

Assistant Operations - St. Louis

Eli Wheeler

Eli Wheeler

Financial Services Professional

Jamie Boydston

Jamie Boydston

Financial Services Representative

Jason Cummings

Jason Cummings

Managing Associate | Wealth Management Advisor

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 Mike Fleming

Logan Offner

Logan Offner

Financial Services Professional

Mallory Immethun

Mallory Immethun

Executive Assistant to Marc Chenot

Marc Chenot

Marc Chenot

Investment Specialist, Financial Advisor

Mark Hiatt

Mark Hiatt

Customer Service Concierge

Matthew Merrick

Matthew Merrick

Agency Life Specialist, Managing Associate, Financial Advisor

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

Phillip Barringer

Phillip Barringer

Financial Services Representative

R. Jacob Swearingen

R. Jacob Swearingen, CFP®

Financial Planning Department– Planner

Rachel Tucker-Acharya

Rachel Tucker-Acharya

Client Experience Coordinator, Harness Financial

Sam Schell

Sam Schell

Financial Services Professional

Sarah  Ringkor

Sarah Ringkor

Executive Assistant to Jason Harness and Jeremy Harness

Scott Sanders

Scott Sanders

Financial Services Professional

Shelley Hines

Shelley Hines

Executive Assistant to Brady Westphal

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

Tom Stimac

Tom Stimac

Financial Services Professional

Tom  Bindbeutel

Tom Bindbeutel

Financial Services Professional