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