QPA Team
Scott Liggett, J.D., AIF®
DIRECTOR OF ERISA OVERSIGHT
Scott Colangelo
CHAIRMAN, MANAGING PARTNER
Heather Povlick, CRPS®, AIF®
Director of Retirement Plan Experience
Retirement Advisory Board
Jonnathan Davis
MANAGING PARTNER, LITTLE ROCK
Taylor Knopf, AIF®
RETIREMENT PLAN ADVISOR
Eric Krause, CFA®
MANAGING DIRECTOR, PORTFOLIO MANAGER
Terri Lewis, CLU®, CHFC®
RETIREMENT PLAN ADVISOR
Scott Liggett, J.D., AIF®
DIRECTOR OF ERISA OVERSIGHT
Robert Massa, ChFC®, CEBS®, AIF®, CPFA®
MANAGING DIRECTOR, HOUSTON MARKET / RETIREMENT PRACTICE LEADER
Geoff Mettler, PPC™, AIF®
QUALIFIED PLAN ADVISOR
Tyler Olson
MANAGING DIRECTOR, FLORIDA OPERATIONS
Christopher T. Roper, AIF®
PLAN SUCCESS CONSULTANT
Charles Smith, J.D.
NEBRASKA RETIREMENT PRACTICE LEADER
Investment Advisory Committee
Scott Colangelo
CHAIRMAN, MANAGING PARTNER
Rich Eagar, AIF®, CRPS®
VICE PRESIDENT, RETIREMENT PRACTICE
Bentley Ford, AIF®
MANAGING DIRECTOR, DALLAS MARKET / FINANCIAL ADVISOR
Tim Hakes
PRESIDENT
Taylor Knopf, AIF®
RETIREMENT PLAN ADVISOR
Eric Krause, CFA®
MANAGING DIRECTOR, PORTFOLIO MANAGER
Scott Liggett, J.D., AIF®
DIRECTOR OF ERISA OVERSIGHT
Brennan McCutchen
MANAGING PARTNER, LITTLE ROCK
Marco Melero, C(k)P®, AIF®
MULTICULTURAL EDUCATION STRATEGIST
Geoff Mettler, PPC™, AIF®
QUALIFIED PLAN ADVISOR
Will Steih, CPA®
MANAGING DIRECTOR, NASHVILLE MARKET
Darren Watson, AIF®
DIRECTOR OF INVESTMENT ADVISORY COMMITTEE
Directors and Advisors
Use the filters below to find the Director or Advisor that fits your needs.
Results (96)
Tim Accurso, AIF®
Retirement Plan Advisor
Teddy Awuah
Retirement Plan Consultant
Rich Barkley
Retirement Plan Advisor
Stephen Barns, AWMA, AIF®
Retirement Plan Advisor
Judd Beeskau, CFP®, AIF®
Financial Planner / Retirement Plan Advisor
Bruce Beyer
Retirement Plan Advisor
Matthew Brown
Certified Financial Planner™
Marshall Burke, QKA
Consultant
Brian Burwell, AIF®
Retirement Plan Advisor
Christian Chalabi
Retirement Plan Advisor
Sean Clancy, CPWA®, AIF®
Managing Director, Denver Market / Retirement Plan Advisor
Tricia Cooper
Director of Human Resources
Jonnathan Davis, AIF®
Managing Partner, Little Rock
Michael Del Re III, ChFC®, REBC®, AIF®
Northeast Managing Partner
Brian Dillbeck
Chief Financial Officer
Jeff Dorfman, CFP®, ChFC®, AIF®
Managing Director
Rich Eagar, AIF®, CRPS®
Vice President, Retirement Practice
Erin Fager
Retirement Plan Communications Developer
Bentley Ford, AIF®
Managing Director, Dallas Market / Retirement Plan Advisor
Jason Gerber, CFP®, M.S., AIF®
Managing Partner, Little Rock
Alec Giesting, CFP®
Retirement Plan Advisor
Ricky Gleason
Retirement Plan Advisor
Heath Hagan
Retirement Plan Advisor
Merlin Hagan, CFP®, AIF®
Financial Planner
Sarah Harris, AIF®
Retirement Plan Advisor
Joe Harrish
Retirement Plan Advisor
Darin Henderson, AIF®
Retirement Plan Advisor
Joe Hildebrand, AIF®
Executive Director
Jim Hirst
Managing Director
Mark Hogan
Retirement Plan Advisor
Brad Holdhusen, AAMS®, AIF®
Retirement Plan Advisor
Emily Hopkins
Retirement Consultant
Kartik Jambulapati
Consultant
Keller Johnson
Managing Director, Kansas City Market
Lisa D. Jones, AIF®, CRPS®
Managing Director, Springfield Market / Retirement Plan Advisor
Mark Kipp, CEPA®
Partner
Taylor Knopf, AIF®
Retirement Plan Advisor
Kris Koenig
Retirement Plan Advisor
Aaron Kolich, MBA
Financial Advisor
Eric Krause, CFA®
Managing Director, Portfolio Manager
Jeff Lahr
Retirement Plan Advisor
Rich Laing
Retirement Plan Advisor
Brandon T. Lee, AIF®, CFP®
Retirement Plan Advisor
Terri Lewis, CLU®, ChFC®
Partner, Financial Advisor
Scott Liggett, J.D., AIF®
Director of ERISA Oversight
Doug Lode
Retirement Plan Advisor
Thomas Mancuso
Relationship Management Consultant
Jasen Mangrum, AIF®
Retirement Plan Advisor
George Maniatis, CPFA™️/QPFC, AAMS®
Retirement Plan Advisor
Robert Massa, ChFC®, CEBS®, AIF®, CPFA®
Managing Director, Houston Market / Retirement Practice Leader
Pierson McAtee
Retirement Plan Advisor
Brandon McCormick, AIF®
Retirement Plan Advisor
Brennan McCutchen, AIF®
Managing Partner, Little Rock
Marco Melero, C(k)P®, AIF®
Multicultural Education Strategist
Geoff Mettler, PPC™, AIF®
Qualified Plan Advisor
Dave Miller, AIF®
Retirement Plan Advisor
Derek Mitchell, AIF®
Retirement Plan Advisor
Steve Nelson, AIF®
Retirement Plan Advisor
Matt Nelson, AIF®
Managing Director, San Antonio Market
Clint Nelson, CFP®, AIF®
Retirement Plan Advisor
Brett Newell
Investment Analyst
Dion Nickel
Retirement Plan Advisor
Will O'Rourke, J.D.
Retirement Plan Advisor
Tyler Olson
Managing Director, Florida Operations
Marco Osorio, RICP®
Financial Advisor
Wendy Perrin
QPA Assistant
Matthew Peterson
Retirement Plan Advisor
Dawn Potts
Retirement Plan Advisor
Heather Povlick, AIF®, CRPS®
Director of Retirement Plan Experience
Wendy Prestwood, CMFC, CRPC
Retirement Plan Advisor
Christopher T. Roper, AIF®
Plan Success Consultant
Craig Scherzer, AIF®
Retirement Plan Advisor
Micah Schmidt
Retirement Plan Advisor
Wyatt Schrepfer
Retirement Plan Advisor
Bryan Schuenemann, ChFC®, AEP®, AIF®
Managing Director, Minneapolis Market / Retirement Plan Advisor
John Seibolt
Chief Development Officer
Charles Smith, J.D.
Nebraska Retirement Practice Leader
Michael Smoots, J.D.
ERISA Counsel
Will Steih, CPA®
Managing Director, Nashville Market
Mike Stolberg
Director of Trading / Retirement Plan Advisor
Nick Stonnington
Partner & Financial Advisor
Nicholas H. Stonnington, Jr., AIF®, CPFA, CFP®
Partner & Financial Advisor
Melissa Sturgis
Director of Compliance Operations
Payton Thielmann
Retirement Plan Advisor
Kevin Toledano
Director of Managed Account Services
Steve Vander Velde, AIF®
Retirement Plan Advisor
Heather Veys
Retirement Plan Assistant
Matt Waters, CFP®, AIF®
Retirement Plan Advisor
Darren Watson, AIF®
Director of Investment Advisory Committee
Anthony Woodard, AIF®
Chief Risk and Compliance Officer
Joey Zdeb
Retirement Plan Advisor
Contact Us
Qualified Plan Advisors is an established fiduciary focusing on improving qualified plan health and participant education. Our goal is to help qualified plan participants retire with dignity. Whether you are considering becoming a client, advisor or employee, with 23 offices across the country, QPA is ready to serve you.