Brent R. Vondera

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Everbank NA provides nationwide banking and lending services to consumer, commercial and institutional clients. It provides personal, business and commercial banking services. The company was founded in 1961 and is headquartered in Jacksonville, FL.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

First Bank operates as a state commercial bank. The company is headquartered in Creve Coeur, MO.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK.

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US.

First Bankers Trust Co. NA operates as a chartered commercial bank. It offers personal banking and lending services. The company is headquartered in Quincy, IL.

Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.

EDS Co. engages in drywall construction and installation. The private company is based in North Highlands, CA.

BKD LLP engages in the provision of financial accounting, auditing, and advisory services. Its services include audit and assurance, tax, business transition services and wealth management. The company was founded by William Baird, Wade Kurtz and Claire Dobson in January 1923 and is headquartered in Springfield, MO.

Bank Midwest operates as state chartered commercial bank. It offers debit cards, online banking, payments and receipts, account service forms, order checks and account benefit support. The company was founded by R. L. Goodenow in 1882 and is headquartered in Spirit Lake, IA.

Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities.

Ullico, Inc. engages in the provision of multi-line insurance, financial services, and administrative products. It offers annuities, group life and health insurance, property and casualty insurance, third party administration, and investment services. The company was founded in 1927 and is headquartered in Washington, DC.

Founded in 1990, Duncker, Street & Co. LLC is a wealth management firm and registered investment advisor located in St. Louis, Missouri. Prior to 1990, when they became an independent firm, Duncker, Streett & Co. was the St. Louis office of Brown Brothers Harriman & Co. In November 2000, the firm became affiliated with WealthTrust LLC, a network of locally managed, fee-based investment advisory companies. In May 2017, Wealthtrust was purchased by Hightower Holding LLC. Duncker, Streett & Co. provides general investment advisory and portfolio management services for individual persons, banking or thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations or similar business entities. The firm is also known as WealthTrust-Duncker Streett.

Allstate Insurance Co. provides insurance and financial services. It offers property, liability, life, reinsurance and commercial insurance services. The firm's clients include individuals, institutions and commercial organizations. The company was founded in 1931 and is headquartered in Dallas, TX.

Central Trust Co. is a trust company and investment management firm headquartered in Jefferson City, Missouri. The firm is a subsidiary of Central Bancompany, Inc. Central Trust Co. was founded in 2007 when Central Bancompany, Inc. combined the trust and investment management functions of Guaranty Trust Co., Boone County National Bank, Central Bank and Empire Bank. They manage portfolios for individuals, trusts, IRAs, corporations, retirement plans, charitable organizations and foundations.

Enterprise Bank & Trust Co. operates as state chartered commercial bank. It offers checking accounts, savings accounts, student accounts, personal and business loans, retirement plans, and mortgages. The firm also provides cash management, wealth management, insurance, and mobile and online banking services. It serves businesses, professionals, non-profits and individuals. The company was founded by George L. Duncan in 1988 and is headquartered in Lowell, MA.

Boys & Girls Clubs of Greater St. Louis is a non-profit organization that was founded in 1967. The non-profit company is based in St. Louis, MO. The organization offers various programs in sports, fitness, and recreation to develop fitness, positive use, and leisure time for children. These programs include after-school programs, teen programs, summer camps, and more. The organization encourages community involvement through volunteering.

Midwest BankCentre, Inc. provides banking services. The firm offers deposit products including checking savings, money market accounts, personal and business loans, credit card, cash management, trust and merchant services. It offers various investment products such as mutual funds and annuities. The company was founded in 1906 and is headquartered in St. Louis, MO.