Directors and Advisors
- All
- Batesville, IN
- Cedar Rapids, IA
- Columbia, MO
- Dallas, TX
- Denver, CO
- Fayetteville, AR
- Houston, TX
- Little Rock, AR
- Minneapolis, MN
- Nashville, TN
- Omaha, NE
- Overland Park, KS
- Richmond, VA
- San Antonio, TX
- San Francisco, CA
- Springfield, MO
- St. Petersburg, FL
- Tampa, FL
View Bio
Alec Geisting
Financial Advisor
View Bio
Angele Fox
Director of Strategic Projects
View Bio
Anthony Woodard
Chief Compliance Officer
View Bio
Barry Buchholz
Managing Director, Cedar Rapids Market
View Bio
Bentley Ford
Managing Director, Dallas Market
View Bio
Brad Holdhusen
Financial Advisor
View Bio
Brandon McCormick
Financial Advisor
View Bio
Brandon Smith
Vice President, Retirement Practice
View Bio
Brandon T. Lee
Financial Advisor
View Bio
Brennan McCutchen
Managing Partner, Little Rock
View Bio
Brett Newell
Financial Associate
View Bio
Brian Burwell
Financial Advisor
View Bio
Brian Dillbeck
Chief Financial Officer
View Bio
Bruce W. Beyer
Financial Advisor
View Bio
Bryan Schuenemann
Managing Director, Minneapolis Market
View Bio
Cary Lieberman
SVP, Business Development
View Bio
Chloe Fischgrund
Director of Marketing
View Bio
Chris Bouffard
Managing Director, Wealth Management
View Bio
Chris Osmond
Chief Investment Officer
View Bio
Christopher T. Roper
Financial Advisor
View Bio
Clint Nelson
Financial Advisor
View Bio
Colt Ryan
Financial Advisor
View Bio
Craig Burtis
Financial Advisor
View Bio
Craig Scherzer
Financial Advisor
View Bio
Darin Henderson
Financial Advisor
View Bio
Darren Watson
Director, Investment Advisory Committee
View Bio
Darren Watson
Director, Investment Advisory Committee
View Bio
Dave Miller
Financial Advisor
View Bio
Dawn Potts
Financial Advisor
View Bio
Derek Mitchell
Financial Advisor
View Bio
Dion Nickel
Financial Advisor
View Bio
Doug Lode
Product Manager; Corporate Benefit Design
View Bio
Dr. Richard Baker
Financial Advisor & Doctor of Ministry
View Bio
Elaine Longer
View Bio
Eric Krause, CFA
Managing Director, Portfolio Manager
View Bio
Eric Shoenfeld
Managing Director, Virginia Market
View Bio
Gary Walker
Financial Advisor
View Bio
Geoff Mettler
Managing Director, Northern California
View Bio
George Maniatis
Financial Advisor
View Bio
Gina Buckley
Infrastructure Manager
View Bio
Jasen Mangrum
Financial Advisor
View Bio
Jason Gerber
Managing Partner, Little Rock
View Bio
Jeff Dorfman
Managing Principal, CFP®, ChFC®, AIF®
View Bio
Jeff Lahr
Financial Advisor
View Bio
Joe Harrish
Retirement Plan Advisor
View Bio
Joe Hildebrand
Executive Director
View Bio
Joe Zdeb
Financial Advisor
View Bio
Joey Zdeb
Financial Advisor
View Bio
Jonnathan Davis
Managing Partner, Little Rock
View Bio
Joseph Yurglich
Financial Advisor
View Bio
Judd Beeskau
Financial Advisor
View Bio
Kartik Jambulapati
Consultant
View Bio
Keller Johnson
Managing Director
View Bio
Kris Koenig
Wealth Advisor
View Bio
Lisa D. Jones
Managing Director, Springfield Market
View Bio
Marco Melero
Multicultural Ed. Strategist/Ret. Plan Advisor
View Bio
Mark A. Gash
Financial Advisor
View Bio
Mark Giesting
Owner and Principal Financial Advisor, Giesting Financial
View Bio
Mark Hogan
Financial Advisor
View Bio
Mark Kipp
Financial Advisor
View Bio
Marshall Burke
Consultant
View Bio
Matt Brown
Financial Advisor
View Bio
Matt Nelson
Managing Director, San Antonio Market
View Bio
Matt W. Waters, CFP®
Financial Advisor
View Bio
Matthew J. Eickman
National Retirement Practice Leader
View Bio
Melissa Sturgis
Director of Operations
View Bio
Merlin Hagan
Retirement Plan Advisor
View Bio
Micah Schmidt
Financial Advisor
View Bio
Michael Stolberg
Financial Advisor
View Bio
Mike Mickelson
Financial Advisor
View Bio
Mike Sanchez
Compliance Associate
View Bio
Mike Smoots, J.D.
ERISA Counsel
View Bio
Rich Barkley
Financial Advisor
View Bio
Rich Eagar
VP Retirement Practice, AIF®, CRPS®
View Bio
Rich Laing
Financial Advisor
View Bio
Richard Robinson
Financial Advisor
View Bio
Ricky Gleason
Financial Advisor
View Bio
Rob Thorpe
Retirement Plan Advisor
View Bio
Robert Massa
Managing Director, Houston/Retirement Practice Leader
View Bio
Sarah Harris
Financial Advisor
View Bio
Scott Colangelo
Chairman, Managing Partner
View Bio
Scott Eggers
Director of Retirement Plan Solutions
View Bio
Scott Klahn
Financial Advisor
View Bio
Scott Liggett
Director of ERISA Oversight
View Bio
Scott Liggett
Director of ERISA Oversight
View Bio
Sean Clancy, CPWA®, AIF®
Managing Director, Denver Market
View Bio
Stephanie Rogers
Controller
View Bio
Stephen Barns
View Bio
Steve Nelson
Financial Advisor
View Bio
Steven Vander Velde
Financial Advisor
View Bio
Taylor Knopf
Financial Advisor
View Bio
Terri Lewis
Financial Advisor
View Bio
Thomas Mancuso
Financial Advisor
View Bio
Tim Accurso
Financial Advisor
View Bio
Tim Hakes
Vice Chairman, Managing Partner
View Bio
Tricia Cooper
Professional Development/Employee Relations Director
View Bio
Tyler Olson
Managing Director, Florida Operations
View Bio
Will Steih
Managing Director, Nashville Market
View Bio