Executive

Leadership

Glenn Spencer

CHIEF EXECUTIVE OFFICER

Scott Colangelo

CHAIRMAN, MANAGING PARTNER

Tim Hakes

PRESIDENT

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 (114)

Tim Accurso, AIF®

Financial Advisor

Rich Barkley

Financial Advisor

Stephen Barnes

Financial Advisor

Judd Beeskau, CFP®, AIF®

Financial Planner / Retirement Plan Advisor

Bruce Beyer

Financial Advisor

Matt Brown

Financial Advisor

Marshall Burke, QKA

Consultant

Brian Burwell, AIF®

Financial Advisor

Christian Chalabi

Financial Advisor

Stephen Cicali

Senior Vice President, Financial Advisor

Sean Clancy, CPWA®, AIF®

Managing Director, Denver Market / Financial Advisor

Rick Colglazier

Wealth Advisor

Christian Conner, CFP®

Partner / Financial Advisor

Tricia Cooper

Director of Human Resources

Jorden Covault

Wealth Management Accountant

Jonnathan Davis

Managing Partner, Little Rock

Brian Dillbeck

Chief Financial Officer

Jeff Dorfman, CFP®, ChFC®, AIF®

Managing Director

Rich Eagar, AIF®, CRPS®

Vice President, Retirement Practice

Matthew Eickman, J.D., AIF®

National Retirement Practice Leader

Bentley Ford, AIF®

Managing Director, Dallas Market / Financial Advisor

Jason Gerber, CFP®, M.S., AIF®

Managing Partner, Little Rock

Mark Giesting

Owner and Principal Financial Advisor, Giesting Financial

Alec Giesting

Financial Advisor

Collin Gimlin

Financial Advisor

Ricky Gleason

Financial Advisor

Heath Hagan

Financial Advisor

Merlin Hagan, CFP®, AIF®

Financial Planner

Sarah Harris, AIF®

Financial Advisor

Joe Harrish

Financial Advisor

Darin Henderson

Financial Advisor

Jim Hirst

Managing Director

Mark Hogan

Financial Advisor

Brad Holdhusen

Financial Advisor

Kartik Jambulapati

Consultant

Keller Johnson

Managing Director, Kansas City Market

Luke Johnson

Managing Director, Arizona Operations

Lisa D. Jones, AIF®, CRPS®

Managing Director, Springfield Market / 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

Jeff Lahr, AIF®

Financial Advisor

Rich Laing

Wealth Advisor

Keith Lea

SVP Investments

Brandon T. Lee, AIF®

Financial Advisor

Terri Lewis, CLU®, CHFC®

Financial Advisor

Scott Liggett, J.D., AIF®

Director of ERISA Oversight

Doug Lode

Financial Advisor

Elaine Longer

President, Longer Financial

Thomas Mancuso, AIF®

Relationship Management Consultant

Jasen Mangrum, AIF®

Financial Advisor

George Maniatis, AAMS®

Financial Advisor

Robert Massa, ChFC®, CEBS®, AIF®, CPFA®

Managing Director, Houston Market / Retirement Practice Leader

Pierson McAtee

Wealth Advisor

Terra McBride, MBA, AIF®

Chief Marketing Officer

Brandon McCormick, AIF®

Financial Advisor

Brennan McCutchen

Managing Partner, Little Rock

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

Financial Advisor

Derek Mitchell, AIF®

Financial Advisor

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

John Paul, AIF®

SVP Strategy

Donald J. Paul

SVP Client Experience

Matthew Peterson

Financial Advisor

Dawn Potts, AIF®

Financial Advisor

Richard Robinson

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

John Seibolt

Chief Development Officer

Eric Shoenfeld, CMFC®, CRPC®

Managing Director, Virginia Operations

Brandon Smith, CRPS®, AIF®

Vice President, Retirement Practice

Michael Smoots, J.D.

ERISA Counsel

Will Steih, CPA®

Managing Director, Nashville Market

Mike Stolberg

Director of Trading / Financial Advisor

Melissa Sturgis

Director of Compliance Operations

Matthew Swatek, CRPC®

Senior Vice President / Wealth Advisor

Payton Thielmann

Financial Advisor

Rob Thorpe, ChFC®, CLU®, AIF®

Financial Advisor

Kevin Toledano

Director of Managed Account Services

Steve Vander Velde, AIF®

Financial Advisor

Gary Walker

Financial Advisor

Matt Waters

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

Anthony Woodard, AIF®

Chief Risk and Compliance Officer

Ethan Workman

Financial Advisor

Joseph Yurglich

Financial Advisor

Joey Zdeb

Financial Advisor

Joey Zdeb