Our Team

Executive Leadership

Scott Colangelo

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Scott Colangelo

Chairman, Managing Partner

Tim Hakes

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Tim Hakes

President

Glenn Spencer

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Glenn Spencer

Chief Executive Officer

Joe Hildebrand

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Joe Hildebrand

Executive Director

Joe Zdeb

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Joe Zdeb

Financial Advisor

Directors and Advisors

Alec Giesting, CFP®

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Alec Giesting, CFP®

Financial Advisor

Andrew Beil, CFP®

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Andrew Beil, CFP®

Director of Financial Planning

Andrew Merchant

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Andrew Merchant

Managing Director, Wichita Market

Angele Fox

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Angele Fox

Director of Marketing & Client Experience

Anthony Woodard

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Anthony Woodard

Chief Compliance Officer

Barry Buchholz

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Barry Buchholz

Managing Director, Cedar Rapids Market

Ben West, CFP®

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Ben West, CFP®

Senior Vice President, Financial Advisor

Bentley Ford

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Bentley Ford

Managing Director, Dallas Market

Brad Holdhusen

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Brad Holdhusen

Financial Advisor

Brandon McCormick

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Brandon McCormick

Financial Advisor

Brandon T. Lee, AIF®

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Brandon T. Lee, AIF®

Financial Advisor

Brennan McCutchen

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Brennan McCutchen

Managing Partner, Little Rock

Brett Maggard

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Brett Maggard

Financial Advisor

Brett Newell

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Brett Newell

Investment Analyst

Brian Burwell

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Brian Burwell

Financial Advisor

Brian Dillbeck

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Brian Dillbeck

Chief Financial Officer

Bruce W. Beyer

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Bruce W. Beyer

Financial Advisor

Bryan Schuenemann, ChFC, AEP, AIF®

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Bryan Schuenemann, ChFC, AEP, AIF®

Managing Director, Minneapolis Market

Cary Lieberman

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Cary Lieberman

Senior Vice President, Business Development

Chris Bouffard

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Chris Bouffard

Managing Director, Wealth Management

Chris Osmond, CFA®, CAIA®, CFP®

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Chris Osmond, CFA®, CAIA®, CFP®

Chief Investment Officer

Christian Conner

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Christian Conner

Senior Vice President / Financial Advisor

Christopher T. Roper

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Christopher T. Roper

Plan Success Consultant

Clint Nelson, CFP®, AIF®

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Clint Nelson, CFP®, AIF®

Financial Planner / Retirement Plan Advisor

Colt Ryan, CFP®

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Colt Ryan, CFP®

Financial Advisor

Craig Burtis

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Craig Burtis

Financial Advisor

Craig Scherzer

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Craig Scherzer

Financial Advisor

Darin Henderson

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Darin Henderson

Financial Advisor

Darren Watson

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Darren Watson

Director, Investment Advisory Committee

Dave Miller

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Dave Miller

Financial Advisor

Dawn Potts

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Dawn Potts

Financial Advisor

Derek Mitchell

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Derek Mitchell

Financial Advisor

Dion Nickel

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Dion Nickel

Financial Advisor

Don Williams

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Don Williams

Senior Vice President, Financial Advisor

Doug Lode

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Doug Lode

Product Manager; Corporate Benefit Design

Dr. Richard Baker

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Dr. Richard Baker

Executive Vice President / Wealth Advisor

Elaine Longer

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Elaine Longer

Eric Krause, CFA®

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Eric Krause, CFA®

Managing Director, Portfolio Manager

Eric Shoenfeld

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Eric Shoenfeld

Managing Director, Virginia Market

Gary Walker

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Gary Walker

Financial Advisor

George Maniatis

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George Maniatis

Financial Advisor

Gina Buckley

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Gina Buckley

Infrastructure Manager

Jasen Mangrum

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Jasen Mangrum

Financial Advisor

Jason Gerber, CFP®, AIF®

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Jason Gerber, CFP®, AIF®

Managing Partner, Little Rock

Jeff Lahr

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Jeff Lahr

Financial Advisor

Jim Hirst

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Jim Hirst

Managing Director, Carolina Operations

Joe Harrish

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Joe Harrish

Financial Advisor

Joey Zdeb

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Joey Zdeb

Financial Advisor

Jonnathan Davis

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Jonnathan Davis

Managing Partner, Little Rock

Joseph Yurglich

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Joseph Yurglich

Financial Advisor

Josh Null

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Josh Null

Managing Director, Gulf Coast Market

Judd Beeskau, CFP®, AIF®

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Judd Beeskau, CFP®, AIF®

Retirement Plan Advisor / Certified Financial Planner

Keller Johnson

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Keller Johnson

Managing Director

Kris Koenig

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Kris Koenig

Wealth Advisor

Lisa D. Jones

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Lisa D. Jones

Managing Director, Springfield Market

Luke Johnson

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Luke Johnson

Managing Director, Arizona Operations / Wealth Advisor

Marco Melero

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Marco Melero

Multicultural Ed. Strategist/Financial Advisor

Mark A. Gash

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Mark A. Gash

Financial Advisor

Mark Giesting

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Mark Giesting

Owner and Principal Financial Advisor, Giesting Financial

Mark Hogan

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Mark Hogan

Financial Advisor

Mark Kipp

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Mark Kipp

Financial Advisor

Matt Brown

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Matt Brown

Financial Advisor

Matt Nelson

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Matt Nelson

Managing Director, San Antonio Market

Matt Peterson

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Matt Peterson

Financial Advisor

Matt W. Waters, CFP®

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Matt W. Waters, CFP®

Financial Advisor

Matthew J. Eickman

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Matthew J. Eickman

National Retirement Practice Leader

Matthew Swatek

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Matthew Swatek

Senior Vice President / Wealth Advisor

Melissa Sturgis

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Melissa Sturgis

Director of Compliance Operations

Merlin Hagan

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Merlin Hagan

Retirement Plan Advisor

Micah Schmidt

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Micah Schmidt

Financial Advisor

Michael Stolberg

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Michael Stolberg

Director of Trading

Mike Mickelson

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Mike Mickelson

Financial Advisor

Mike Smoots

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Mike Smoots

ERISA Counsel

Rich Barkley

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Rich Barkley

Financial Advisor

Rich Laing

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Rich Laing

Financial Advisor

Rich Murray

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Rich Murray

Managing Director, Carolina Operations

Richard Robinson

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Richard Robinson

Financial Advisor

Rick Colglazier

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Rick Colglazier

Financial Advisor

Ricky Gleason

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Ricky Gleason

Financial Advisor

Rik Ditter

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Rik Ditter

Managing Director, Pier Financial Advisors

Rob Thorpe

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Rob Thorpe

Retirement Plan Advisor

Sarah Harris

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Sarah Harris

Financial Advisor

Scott Klahn

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Scott Klahn

Financial Advisor

Scott Liggett

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Scott Liggett

Director of ERISA Oversight

Sean Clancy, CPWA®, AIF®

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Sean Clancy, CPWA®, AIF®

Managing Director, Denver Market

Stephanie Rogers

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Stephanie Rogers

Director of Finance

Stephen Barns

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Stephen Barns

Financial Advisor

Stephen Cicali

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Stephen Cicali

Senior Vice President, Financial Advisor

Steve Nelson

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Steve Nelson

Financial Advisor

Steven Vander Velde

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Steven Vander Velde

Financial Advisor

Taylor Knopf

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Taylor Knopf

Financial Advisor

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Terri Lewis

Financial Advisor

Terry Conner

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Terry Conner

Managing Director

Thomas Mancuso

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Thomas Mancuso

Financial Advisor

Thorn Murphy

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Thorn Murphy

Wealth Advisor

Tim Accurso

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Tim Accurso

Financial Advisor

Tricia Cooper

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Tricia Cooper

Director of Human Resources

Tyler Olson

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Tyler Olson

Managing Director, Florida Operations

Will Steih, CPA®

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Will Steih, CPA®

Managing Director, Nashville Market

Wyatt Schrepfer

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Wyatt Schrepfer

Financial Advisor

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