Executive
Leadership
Scott Colangelo
CHAIRMAN, MANAGING PARTNER
Tricia Cooper
DIRECTOR OF HUMAN RESOURCES
Brian Dillbeck, MBA
CHIEF FINANCIAL OFFICER
Scott Duba, CFA®, MBA
CHIEF INVESTMENT OFFICER & MANAGING DIRECTOR, WEALTH MANAGEMENT
Matthew Eickman, J.D., AIF®
NATIONAL RETIREMENT PRACTICE LEADER
Tim Hakes
VICE CHAIRMAN
Terra McBride, MBA
CHIEF MARKETING OFFICER
John Seibolt, MBA
CHIEF DEVELOPMENT OFFICER
Glenn Spencer
CHIEF EXECUTIVE OFFICER
Anthony Woodard, AIF®
CHIEF RISK AND COMPLIANCE OFFICER
Founders
Glenn Spencer
CHIEF EXECUTIVE OFFICER
Scott Colangelo
CHAIRMAN, MANAGING PARTNER
Tim Hakes
VICE CHAIRMAN
Joe Hildebrand, AIF®
EXECUTIVE DIRECTOR
Joe Zdeb
FINANCIAL ADVISOR
Directors and Advisors
Use the filters below to find the Director or Advisor that fits your needs.
Results (166)
Chris Abts
President & Financial Advisor
Tim Accurso, AIF®
Financial Advisor
Fakhr "Naz" Alavi
Investment Advisor
Ben Ambrosini
Financial Advisor
Stephen D. Ambrosini, CLU®, CHFC®
Partner
Alex Astin, MBA, CEP®
Certified Estate Planner, Financial Advisor
Rich Barkley
Financial Advisor
Stephen Barns, AWMA, AIF®
Financial Advisor
Judd Beeskau, CFP®, AIF®
Financial Planner / Retirement Plan Advisor
Erin Berglund-Burns, CEP®
Certified Estate Planner, LA Resident Life & Health Insurance Agent
Bruce Beyer
Financial Advisor
Adam Billings
Project Manager
Rob Branch, ChFC®, CFP®
Partner
Matthew Brown
Certified Financial Planner™
Howard J. Buck
Partner
Marshall Burke, QKA
Consultant
David Burns, MCEP®
Master Certified Estate Planner, Financial Advisor
Christopher Burns, CRC®
Financial Advisor
Ernie Burns, MCEP®
President, CEO, Financial Advisor
Brian Burwell, AIF®
Financial Advisor
William Carey
Investment Advisor Representative
Thomas Carreras, CLU®, ChFC®
Investment Advisor
Austin Carroll
Financial Advisor
Gil Cassagne
Financial Advisor
Christian Chalabi
Financial Advisor
Leesa Childress Sluder, MA, CSRIC®
Senior Financial Advisor
Stephen Cicali
Senior Vice President, Financial Advisor
Sean Clancy, CPWA®, AIF®
Managing Director, Denver Market / Financial Advisor
Christian P. Clausen, CFP®
Financial Advisor, Portfolio Manager
Christian Conner, CFP®
Partner / Financial Advisor
Terry Conner, CFP®
Managing Director
Jorden Covault
Wealth Management Accountant
Jonnathan Davis, AIF®
Managing Partner, Little Rock
Michael Del Re III, ChFC®, REBC®, AIF®
Northeast Managing Partner
Sarah C. Doerr
Partner
Jeff Dorfman, CFP®, ChFC®, AIF®
Managing Director
Rich Eagar, AIF®, CRPS®
Vice President, Retirement Practice
Laura Ehrenberg-Chesler
Partner
Matthew Eickman, J.D., AIF®
National Retirement Practice Leader
Jennifer C. Flaherty, CFP®, CRPC®
Financial Advisor
Bentley Ford, AIF®
Managing Director, Dallas Market / Financial Advisor
Gerrod Galliano, MBA
Financial Advisor
Jason Gerber, CFP®, M.S., AIF®
Managing Partner, Little Rock
Tom R. Gibbings, CLU®, CFP®
Partner
Mark Giesting
Owner and Principal Financial Advisor, Giesting Financial
Alec Giesting, CFP®
Financial Advisor
Collin Gimlin
Financial Advisor
Ricky Gleason
Financial Advisor
Cade Green
Wealth Advisor
J. Scott Gwatney, CPFA®
Chief Financial Analyst, Financial Advisor, Portfolio Manager
Heath Hagan
Financial Advisor
Merlin Hagan, CFP®, AIF®
Financial Planner
Sarah Harris, AIF®
Financial Advisor
Joe Harrish
Financial Advisor
Darin Henderson, AIF®
Financial Advisor
Sterling O. Herrmann, CPFA®, CFP®
Financial Advisor
Joe Hildebrand, AIF®
Executive Director
Jim Hirst
Managing Director
Mark Hogan
Financial Advisor
Brad Holdhusen, AAMS®, AIF®
Financial Advisor
Kartik Jambulapati
Consultant
Keller Johnson
Managing Director, Kansas City Market
Ashlea Jones
Financial Advisor
Lisa D. Jones, AIF®, CRPS®
Managing Director, Springfield Market / Financial Advisor
Kerry Keihn, CSRIC®, ABFP℠
Partner & Financial Advisor
Dale Kelly
Partner & Senior Financial Advisor
Mark Kipp
Financial Advisor
Scott Klahn
Financial Advisor
Taylor Knopf, AIF®
Financial Advisor
Kris Koenig
Wealth Advisor
Eric Krause, CFA®
Managing Director, Portfolio Manager
Peter Krull, CSRIC®
Partner & Director of Sustainable Investments
Jeff Lahr, AIF®
President, Kansas City Market & Financial Advisor
Rich Laing
Wealth Advisor
Keith Lea
SVP Investments
Brandon T. Lee, AIF®, CFP®
Financial Advisor
Terri Lewis, CLU®, ChFC®
Partner, Financial Advisor
Scott Liggett, J.D., AIF®
Director of ERISA Oversight
Doug Lode
Financial Advisor
Mary Lucas
Director of Financial Planning & Client Experience
Garth Lurvey
Financial Advisor
Thomas Mancuso, AIF®
Relationship Management Consultant
Jasen Mangrum, AIF®
Financial Advisor
George Maniatis, CPFA™️/QPFC, AAMS®
Financial Advisor
Jeff Martin
Financial Advisor
Robert Massa, ChFC®, CEBS®, AIF®, CPFA®
Managing Director, Houston Market / Retirement Practice Leader
Travis Mays, AIF®
Financial Advisor
Pierson McAtee
Wealth Advisor
Brandon McCormick, AIF®
Financial Advisor
Brennan McCutchen, AIF®
Managing Partner, Little Rock
Richard P. Meagher, CFA®, CFP®
Financial Advisor
Marco Melero, C(k)P®, AIF®
Multicultural Education Strategist
Andrew Merchant
Managing Director, Wichita Market
Geoff Mettler, PPC™, AIF®
Qualified Plan Advisor
Mike Mickelson, CLU®, CHFC®
Financial Advisor
Dave Miller, AIF®
Financial Advisor
Derek Mitchell, AIF®
Financial Advisor
Marilou Moursund
Partner
Thorn Murphy
Wealth Advisor
Rich Murray
Managing Director, Carolina Operations
Steve Nelson, AIF®
Financial Advisor
Clint Nelson, CFP®, AIF®
Financial Advisor
Matt Nelson, AIF®
Managing Director, San Antonio Market
Brett Newell
Investment Analyst
Dion Nickel
Financial Advisor
Jason Noble, CFP®, RICP®
Financial Advisor
Josh Null
Managing Director, Gulf Coast Market
Will O'Rourke, J.D.
Financial Advisor
Tyler Olson
Managing Director, Florida Operations
Larry W. Palmer, CFP®
Partner
R. Michael Parry, CFP®
Director of Wealth Planning
John Paul, AIF®
SVP Strategy
Donald J. Paul
SVP Client Experience
Tucker Payne
Wealth Advisor
Matthew Peterson
Financial Advisor
George Pikounis
Financial Advisor
Dawn Potts
Financial Advisor
Wendy Prestwood, CMFC, CRPC
Wealth Advisor
Katie Randall
Financial Advisor
Christopher T. Roper, AIF®
Plan Success Consultant
Colt Ryan, CFP®
Wealth Advisor
Craig Scherzer, AIF®
Financial Advisor
Micah Schmidt
Financial Advisor
Wyatt Schrepfer
Financial Advisor
Bryan Schuenemann, ChFC®, AEP®, AIF®
Managing Director, Minneapolis Market / Financial Advisor
Ashley E.H. Scott, CFP®
Financial Advisor
Eric Shoenfeld, CMFC®, CRPC®
Managing Director, Virginia Operations
Leonard Simpson, RFC®, AIF®
Partner
Curtis Slothower
Financial Advisor
Charles Smith, J.D.
Nebraska Retirement Practice Leader
Michael Smoots, J.D.
ERISA Counsel
Grant Spencer
Senior Associate, Mergers & Acquisitions
Will Steih, CPA®
Managing Director, Nashville Market
Mike Stolberg
Director of Trading / Financial Advisor
Nick Stonnington
Partner & Financial Advisor
Nicholas H. Stonnington Jr., AIF®, CPFA, CFP®
Partner & Financial Advisor
Bob Stout
Broker
Melissa Sturgis
Director of Compliance Operations
Matthew Swatek, CRPC®
Senior Vice President / Wealth Advisor
Ashley Terrell, MBA
Financial Advisor
Samir C. Thakkar, CFP®
Partner
Payton Thielmann
Financial Advisor
Kevin Toledano
Director of Managed Account Services
Karin Tyson, ChFC®, CLU®, CFP®
Partner
Steve Vander Velde, AIF®
Financial Advisor
Annette A. VanderLinde, MBA, CWS®, AIF®
Chief Client Officer
Charles E. Vermette, Jr. , JD
General Counsel
Christian Walter
Financial Advisor
Matt Waters, CFP®, AIF®
Financial Advisor
Darren Watson, AIF®
Director of Investment Advisory Committee
Ben West, CFP®, CMFC®
Senior Vice President/ Financial Advisor
Don Williams, CMFC®, CRPC®
Senior Vice President/ Financial Advisor
Ethan Workman
Financial Advisor
Taylor Yaw
Financial Advisor
Neill Yelverton, MBA, CSRIC®
Partner & Financial Advisor
Joey Zdeb
Financial Advisor