Our Team

Executive Leadership

Scott Colangelo

View Bio

Scott Colangelo

Chairman, Managing Partner

Tim Hakes

View Bio

Tim Hakes

President

Glenn Spencer

View Bio

Glenn Spencer

Chief Executive Officer

Joe Hildebrand

View Bio

Joe Hildebrand

Executive Director

Joe Zdeb

View Bio

Joe Zdeb

Financial Advisor

Directors and Advisors

Alec Giesting, CFP®

View Bio

Alec Giesting, CFP®

Financial Advisor

Andrew Beil, CFP®

View Bio

Andrew Beil, CFP®

Director of Financial Planning

Andrew Merchant

View Bio

Andrew Merchant

Managing Director, Wichita Market

Angele Fox

View Bio

Angele Fox

Director of Marketing & Client Experience

Anthony Woodard

View Bio

Anthony Woodard

Chief Compliance Officer

Barry Buchholz

View Bio

Barry Buchholz

Managing Director, Cedar Rapids Market

Ben West, CFP®

View Bio

Ben West, CFP®

Senior Vice President, Financial Advisor

Bentley Ford

View Bio

Bentley Ford

Managing Director, Dallas Market

Brad Holdhusen

View Bio

Brad Holdhusen

Financial Advisor

Brandon McCormick

View Bio

Brandon McCormick

Financial Advisor

Brandon T. Lee, AIF®

View Bio

Brandon T. Lee, AIF®

Financial Advisor

Brennan McCutchen

View Bio

Brennan McCutchen

Managing Partner, Little Rock

Brett Maggard

View Bio

Brett Maggard

Financial Advisor

Brett Newell

View Bio

Brett Newell

Investment Analyst

Brian Burwell

View Bio

Brian Burwell

Financial Advisor

Brian Dillbeck

View Bio

Brian Dillbeck

Chief Financial Officer

Bruce W. Beyer

View Bio

Bruce W. Beyer

Financial Advisor

Bryan Schuenemann, ChFC, AEP, AIF®

View Bio

Bryan Schuenemann, ChFC, AEP, AIF®

Managing Director, Minneapolis Market

Cary Lieberman

View Bio

Cary Lieberman

Senior Vice President, Business Development

Chris Bouffard

View Bio

Chris Bouffard

Managing Director, Wealth Management

Chris Osmond, CFA®, CAIA®, CFP®

View Bio

Chris Osmond, CFA®, CAIA®, CFP®

Chief Investment Officer

Christian Conner

View Bio

Christian Conner

Senior Vice President / Financial Advisor

Christopher T. Roper

View Bio

Christopher T. Roper

Plan Success Consultant

Clint Nelson, CFP®, AIF®

View Bio

Clint Nelson, CFP®, AIF®

Financial Planner / Retirement Plan Advisor

Colt Ryan, CFP®

View Bio

Colt Ryan, CFP®

Wealth Advisor

Craig Burtis

View Bio

Craig Burtis

Financial Advisor

Craig Scherzer

View Bio

Craig Scherzer

Financial Advisor

Darin Henderson

View Bio

Darin Henderson

Financial Advisor

Darren Watson

View Bio

Darren Watson

Director, Investment Advisory Committee

Dave Miller

View Bio

Dave Miller

Financial Advisor

Dawn Potts

View Bio

Dawn Potts

Financial Advisor

Derek Mitchell

View Bio

Derek Mitchell

Financial Advisor

Dion Nickel

View Bio

Dion Nickel

Financial Advisor

Don Williams

View Bio

Don Williams

Senior Vice President, Financial Advisor

Doug Lode

View Bio

Doug Lode

Product Manager; Corporate Benefit Design

Dr. Richard Baker

View Bio

Dr. Richard Baker

Executive Vice President / Wealth Advisor

Elaine Longer

View Bio

Elaine Longer

Eric Krause, CFA®

View Bio

Eric Krause, CFA®

Managing Director, Portfolio Manager

Eric Shoenfeld

View Bio

Eric Shoenfeld

Managing Director, Virginia Market

Gary Walker

View Bio

Gary Walker

Financial Advisor

George Maniatis

View Bio

George Maniatis

Financial Advisor

Gina Buckley

View Bio

Gina Buckley

Infrastructure Manager

Jasen Mangrum

View Bio

Jasen Mangrum

Financial Advisor

Jason Gerber, CFP®, AIF®

View Bio

Jason Gerber, CFP®, AIF®

Managing Partner, Little Rock

Jeff Lahr

View Bio

Jeff Lahr

Financial Advisor

Jim Hirst

View Bio

Jim Hirst

Managing Director, Carolina Operations

Joe Harrish

View Bio

Joe Harrish

Financial Advisor

Joey Zdeb

View Bio

Joey Zdeb

Financial Advisor

Jonnathan Davis

View Bio

Jonnathan Davis

Managing Partner, Little Rock

Joseph Yurglich

View Bio

Joseph Yurglich

Financial Advisor

Josh Null

View Bio

Josh Null

Managing Director, Gulf Coast Market

Judd Beeskau, CFP®, AIF®

View Bio

Judd Beeskau, CFP®, AIF®

Retirement Plan Advisor / Certified Financial Planner

Keller Johnson

View Bio

Keller Johnson

Managing Director

Kris Koenig

View Bio

Kris Koenig

Wealth Advisor

Lisa D. Jones, CRPS®, AIF®

View Bio

Lisa D. Jones, CRPS®, AIF®

Managing Director, Springfield Market

Luke Johnson

View Bio

Luke Johnson

Managing Director, Arizona Operations / Wealth Advisor

Marco Melero

View Bio

Marco Melero

Multicultural Ed. Strategist/Financial Advisor

Mark A. Gash

View Bio

Mark A. Gash

Financial Advisor

Mark Giesting, ChFC®

View Bio

Mark Giesting, ChFC®

Owner and Principal Wealth Advisor, Giesting Financial

Mark Hogan

View Bio

Mark Hogan

Financial Advisor

Mark Kipp

View Bio

Mark Kipp

Financial Advisor

Matt Brown

View Bio

Matt Brown

Financial Advisor

Matt Nelson

View Bio

Matt Nelson

Managing Director, San Antonio Market

Matt Peterson

View Bio

Matt Peterson

Financial Advisor

Matt W. Waters, CFP®

View Bio

Matt W. Waters, CFP®

Financial Advisor

Matthew J. Eickman

View Bio

Matthew J. Eickman

National Retirement Practice Leader

Matthew Swatek

View Bio

Matthew Swatek

Senior Vice President / Wealth Advisor

Melissa Sturgis

View Bio

Melissa Sturgis

Director of Compliance Operations

Merlin Hagan

View Bio

Merlin Hagan

Retirement Plan Advisor

Micah Schmidt

View Bio

Micah Schmidt

Financial Advisor

Michael Stolberg

View Bio

Michael Stolberg

Director of Trading

Mike Mickelson

View Bio

Mike Mickelson

Financial Advisor

Mike Smoots

View Bio

Mike Smoots

ERISA Counsel

Pierson J. McAtee

View Bio

Pierson J. McAtee

Wealth Advisor

Rich Barkley

View Bio

Rich Barkley

Financial Advisor

Rich Laing

View Bio

Rich Laing

Financial Advisor

Rich Murray

View Bio

Rich Murray

Managing Director, Carolina Operations

Richard Robinson

View Bio

Richard Robinson

Financial Advisor

Rick Colglazier

View Bio

Rick Colglazier

Wealth Advisor

Ricky Gleason

View Bio

Ricky Gleason

Financial Advisor

Rik Ditter

View Bio

Rik Ditter

Managing Director, Pier Financial Advisors

Rob Thorpe

View Bio

Rob Thorpe

Retirement Plan Advisor

Sarah Harris

View Bio

Sarah Harris

Financial Advisor

Scott Klahn

View Bio

Scott Klahn

Financial Advisor

Scott Liggett

View Bio

Scott Liggett

Director of ERISA Oversight

Sean Clancy, CPWA®, AIF®

View Bio

Sean Clancy, CPWA®, AIF®

Managing Director, Denver Market

Stephanie Rogers

View Bio

Stephanie Rogers

Director of Finance

Stephen Barns

View Bio

Stephen Barns

Financial Advisor

Stephen Cicali

View Bio

Stephen Cicali

Senior Vice President, Financial Advisor

Steve Nelson

View Bio

Steve Nelson

Financial Advisor

Steven Vander Velde

View Bio

Steven Vander Velde

Financial Advisor

Taylor Knopf

View Bio

Taylor Knopf

Financial Advisor

View Bio

Terri Lewis

Financial Advisor

Terry Conner

View Bio

Terry Conner

Managing Director

Thomas Mancuso

View Bio

Thomas Mancuso

Financial Advisor

Thorn Murphy

View Bio

Thorn Murphy

Wealth Advisor

Tim Accurso

View Bio

Tim Accurso

Financial Advisor

Tricia Cooper

View Bio

Tricia Cooper

Director of Human Resources

Tyler Olson

View Bio

Tyler Olson

Managing Director, Florida Operations

Will Steih, CPA®

View Bio

Will Steih, CPA®

Managing Director, Nashville Market

Wyatt Schrepfer

View Bio

Wyatt Schrepfer

Financial Advisor

Share This