Our Team
Executive Leadership
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Scott Colangelo
Chairman, Managing Partner
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Tim Hakes
President
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Glenn Spencer
Chief Executive Officer
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Joe Hildebrand
Executive Director
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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
- Marco Island, FL
- 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
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Alec Giesting, CFP®
Financial Advisor
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Andrew Merchant
Managing Director, Wichita Market
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Anthony Woodard
Chief Compliance Officer
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Barry Buchholz
Managing Director, Cedar Rapids Market
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Ben West, CFP®
Senior Vice President, Financial Advisor
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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 T. Lee, AIF®
Financial Advisor
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Brennan McCutchen
Managing Partner, Little Rock
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Brett Maggard
Financial Advisor
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Brett Newell
Investment Analyst
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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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Chris Bouffard
Managing Director, Wealth Management
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Chris Osmond, CFA®, CAIA®, CFP®
Chief Investment Officer
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Christian Conner
Senior Vice President / Financial Advisor
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Christopher T. Roper
Plan Success Consultant
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Clint Nelson, CFP®
Financial Planner / Retirement Plan Advisor
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Collin Gimlin
Financial Advisor
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Colt Ryan, CFP®
Wealth 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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Darren Watson
Director, Investment Advisory Committee
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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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Don Williams
Senior Vice President, Financial Advisor
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Donald J. Paul
SVP Client Experience
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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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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 Lahr
Financial Advisor
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Jim Hirst
Managing Director, Carolina Operations
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Joe Harrish
Financial Advisor
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Joe Zdeb
Financial Advisor
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Joey Zdeb
Financial Advisor
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John Paul, AIF®
SVP Strategy
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John Seibolt
Chief Development Officer
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Jonnathan Davis
Managing Partner, Little Rock
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Joseph Yurglich
Financial Advisor
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Josh Null
Managing Director, Gulf Coast Market
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Judd Beeskau, CFP®, AIF®
Retirement Plan Advisor / Certified Financial Planner
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Keith Lea
SVP Investments
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Keller Johnson
Managing Director
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Kris Koenig
Wealth Advisor
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Lisa D. Jones, CRPS®, AIF®
Managing Director, Springfield Market
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Luke Johnson
Managing Director, Arizona Operations / Wealth Advisor
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Marco Melero
Multicultural Ed. Strategist/Financial Advisor
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Mark Giesting, ChFC®
Owner and Principal Wealth Advisor, Giesting Financial
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Mark Hogan
Financial Advisor
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Mark Kipp
Financial Advisor
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Matt Brown
Financial Advisor
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Matt Nelson
Managing Director, San Antonio Market
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Matt Peterson
Financial Advisor
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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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Matthew Swatek, CRPC®
Senior Vice President / Wealth Advisor
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Melissa Sturgis
Director of Compliance Operations
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Merlin Hagan
Retirement Plan Advisor
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Micah Schmidt
Financial Advisor
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Michael Stolberg
Director of Trading
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Mike Mickelson
Financial Advisor
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Mike Smoots
ERISA Counsel
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Pierson J. McAtee
Wealth Advisor
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Rich Barkley
Financial Advisor
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Rich Laing
Financial Advisor
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Rich Murray
Managing Director, Carolina Operations
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Richard Robinson
Financial Advisor
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Rick Colglazier
Wealth Advisor
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Ricky Gleason
Financial Advisor
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Rik Ditter
Managing Director, Pier Financial Advisors
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Rob Thorpe
Retirement Plan Advisor
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Sarah Harris
Financial Advisor
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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
Director of Finance
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Stephen Barns
Financial Advisor
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Stephen Cicali
Senior Vice President, Financial Advisor
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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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Terra McBride, MBA, AIF®
Chief Marketing Officer
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Terri Lewis
Financial Advisor
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Terry Conner
Managing Director
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Thomas Mancuso
Financial Advisor
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Thorn Murphy
Wealth Advisor
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Tim Accurso
Financial Advisor
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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, CPA®
Managing Director, Nashville Market
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William O’Rourke
Financial Advisor
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