Our Team
Executive Leadership
View Bio
Scott Colangelo
Chairman, Managing Partner
View Bio
Tim Hakes
President
View Bio
Glenn Spencer
Chief Executive Officer
View Bio
Joe Hildebrand
Executive Director
View Bio
Joe Zdeb
Financial AdvisorDirectors and Advisors
- All
- Batesville, IN
- Boca Raton, FL
- Cedar Rapids, IA
- Columbia, MO
- Columbus, IN
- Dallas, TX
- Denver, CO
- Fayetteville, AR
- Fayetteville, AR (Sphere)
- Houston, TX
- Little Rock, AR
- Marlton, NJ
- Memphis, TN
- Minneapolis, MN
- Nashville, TN
- Omaha, NE
- Overland Park, KS
- Raleigh, NC
- Richmond, VA
- San Antonio, TX
- Scottsdale, AZ
- Springfield, MO (Battlefield Road)
- Springfield, MO (Republic Road)
- Tampa, FL
- Wichita, KS
View Bio
Alec Giesting, CFP®
Financial Advisor
View Bio
Andrew Beil, CFP®
Director of Financial Planning
View Bio
Andrew Merchant
Managing Director, Wichita Market
View Bio
Anthony Woodard
Chief Compliance Officer
View Bio
Barry Buchholz
Managing Director, Cedar Rapids Market
View Bio
Ben West, CFP®
Senior Vice President, Financial Advisor
View Bio
Bentley Ford
Managing Director, Dallas Market
View Bio
Brad Holdhusen
Financial Advisor
View Bio
Brandon McCormick
Financial Advisor
View Bio
Brandon T. Lee, AIF®
Financial Advisor
View Bio
Brennan McCutchen
Managing Partner, Little Rock
View Bio
Brett Maggard
Financial Advisor
View Bio
Brett Newell
Investment Analyst
View Bio
Brian Burwell
Financial Advisor
View Bio
Brian Dillbeck
Chief Financial Officer
View Bio
Bruce W. Beyer
Financial Advisor
View Bio
Bryan Schuenemann, ChFC, AEP, AIF®
Managing Director, Minneapolis Market
View Bio
Cary Lieberman
Senior Vice President, Business Development
View Bio
Chris Bouffard
Managing Director, Wealth Management
View Bio
Chris Osmond, CFA®, CAIA®, CFP®
Chief Investment Officer
View Bio
Christian Conner
Senior Vice President / Financial Advisor
View Bio
Christopher T. Roper
Plan Success Consultant
View Bio
Clint Nelson, CFP®, AIF®
Financial Planner / Retirement Plan Advisor
View Bio
Collin Gimlin
Financial Advisor
View Bio
Colt Ryan, CFP®
Wealth 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
Dave Miller
Financial Advisor
View Bio
Dawn Potts
Financial Advisor
View Bio
Derek Mitchell
Financial Advisor
View Bio
Dion Nickel
Financial Advisor
View Bio
Don Williams
Senior Vice President, Financial Advisor
View Bio
Donald J. Paul
SVP Client Experience
View Bio
Doug Lode
Product Manager; Corporate Benefit Design
View Bio
Dr. Richard Baker
Executive Vice President / Wealth Advisor
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
George Maniatis
Financial Advisor
View Bio
Gina Buckley
Infrastructure Manager
View Bio
Jasen Mangrum
Financial Advisor
View Bio
Jason Gerber, CFP®, AIF®
Managing Partner, Little Rock
View Bio
Jeff Lahr
Financial Advisor
View Bio
Jim Hirst
Managing Director, Carolina Operations
View Bio
Joe Harrish
Financial Advisor
View Bio
Joey Zdeb
Financial Advisor
View Bio
John Paul, AIF®
SVP Strategy
View Bio
Jonnathan Davis
Managing Partner, Little Rock
View Bio
Joseph Yurglich
Financial Advisor
View Bio
Josh Null
Managing Director, Gulf Coast Market
View Bio
Judd Beeskau, CFP®, AIF®
Retirement Plan Advisor / Certified Financial Planner
View Bio
Keith Lea
SVP Investments
View Bio
Keller Johnson
Managing Director
View Bio
Kris Koenig
Wealth Advisor
View Bio
Lisa D. Jones, CRPS®, AIF®
Managing Director, Springfield Market
View Bio
Luke Johnson
Managing Director, Arizona Operations / Wealth Advisor
View Bio
Marco Melero
Multicultural Ed. Strategist/Financial Advisor
View Bio
Mark Giesting, ChFC®
Owner and Principal Wealth Advisor, Giesting Financial
View Bio
Mark Hogan
Financial Advisor
View Bio
Mark Kipp
Financial Advisor
View Bio
Matt Brown
Financial Advisor
View Bio
Matt Nelson
Managing Director, San Antonio Market
View Bio
Matt Peterson
Financial Advisor
View Bio
Matt W. Waters, CFP®
Financial Advisor
View Bio
Matthew J. Eickman
National Retirement Practice Leader
View Bio
Matthew Swatek, CRPC®
Senior Vice President / Wealth Advisor
View Bio
Melissa Sturgis
Director of Compliance Operations
View Bio
Merlin Hagan
Retirement Plan Advisor
View Bio
Micah Schmidt
Financial Advisor
View Bio
Michael Stolberg
Director of Trading
View Bio
Mike Mickelson
Financial Advisor
View Bio
Mike Smoots
ERISA Counsel
View Bio
Pierson J. McAtee
Wealth Advisor
View Bio
Rich Barkley
Financial Advisor
View Bio
Rich Laing
Financial Advisor
View Bio
Rich Murray
Managing Director, Carolina Operations
View Bio
Richard Robinson
Financial Advisor
View Bio
Rick Colglazier
Wealth Advisor
View Bio
Ricky Gleason
Financial Advisor
View Bio
Rik Ditter
Managing Director, Pier Financial Advisors
View Bio
Rob Thorpe
Retirement Plan Advisor
View Bio
Sarah Harris
Financial Advisor
View Bio
Scott Klahn
Financial Advisor
View Bio
Scott Liggett
Director of ERISA Oversight
View Bio
Sean Clancy, CPWA®, AIF®
Managing Director, Denver Market
View Bio
Stephanie Rogers
Director of Finance
View Bio
Stephen Barns
Financial Advisor
View Bio
Stephen Cicali
Senior Vice President, Financial Advisor
View Bio
Steve Nelson
Financial Advisor
View Bio
Steven Vander Velde
Financial Advisor
View Bio
Taylor Knopf
Financial Advisor
View Bio
Terra McBride, MBA, AIF®
Chief Marketing Officer
View Bio
Terri Lewis
Financial Advisor
View Bio
Terry Conner
Managing Director
View Bio
Thomas Mancuso
Financial Advisor
View Bio
Thorn Murphy
Wealth Advisor
View Bio
Tim Accurso
Financial Advisor
View Bio
Tricia Cooper
Director of Human Resources
View Bio
Tyler Olson
Managing Director, Florida Operations
View Bio
Will Steih, CPA®
Managing Director, Nashville Market
View Bio