InvestmentNews reported that Jonathan Stogsdill has joined Trinity Wealth Advisors, a St. Louis-based registered investment adviser. The InvestmentNews summary describes him as a financial services veteran with about 20 years in the industry and says he brings values-driven planning expertise to the firm.
Trinity announced the hire in a release dated November 10, 2026, distributed through PR Newswire and PRWeb with a St. Louis dateline. The release describes Stogsdill as a senior advisor and calls him a Merrill veteran with more than two decades in financial services. The release is internally inconsistent on his title: its headline uses Senior Financial Advisor, while its body uses Senior Wealth Advisor. Jim Matush, the firm's chief executive and founding partner, is quoted welcoming him.
The firm's release says Stogsdill worked for over eight years at Merrill in the Financial Solutions Advisor role and attained the rank of vice president. Prior to Merrill, the release says he held a Bank of America Financial Center Manager post for over six years and also worked for more than six years as a mortgage loan officer. The release says he trained and mentored new advisors at Merrill and helped Bank of America employees with retirement and planning through the bank's Employee Financial Services program. It also says he holds the CRPC designation.
SEC records on the Investment Adviser Public Disclosure site list Stogsdill as registered both as a broker and as an investment adviser representative through Merrill Lynch, with a Fenton, Missouri address. That registration dates to August 6, 2018. A FINRA BrokerCheck report shows a Bank of America employment entry beginning in September 2009. The same report describes him as authorized in 17 U.S. states and territories via his employer and enrolled with six self-regulatory organizations. The BrokerCheck excerpt reviewed did not include a disclosure section, so his disciplinary history could not be confirmed from these sources.
Trinity, which the firm says was founded in 1997 by Matush, describes itself as a St. Louis-based RIA with its registered office at 132 West Washington Avenue, Suite 200. Trinity's website states that its typical clients are high-net-worth households and that the practice is restricted to a chosen set of clients. Trinity describes its approach as Life-Wealth Planning, using a collaborative, team-based model that covers investment consulting, planning and relationship management. Its Form ADV Part 2A, dated March 26, 2024, reports about $231.5 million managed on a discretionary basis. Third-party profiles report higher and varying figures, from about $256.6 million to $294.5 million, and advisor counts also differ across those listings. Several unrelated firms use similar Trinity names, so readers should not conflate them.
The sources do not disclose the terms of Stogsdill's move, whether any clients or colleagues are following him, or how his arrival changes Trinity's team size. One profile flags a reported violation in the firm's record while others report no disclosures, and that conflict has not been resolved against the live Form ADV.