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 (190)
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
Director of Operations
Rob Branch, ChFC®, CFP®
Partner
Matthew Brown
Certified Financial Planner™
Howard J. Buck
Partner
Marshall Burke, QKA
Consultant
Ernie Burns, MCEP®
President, CEO, Financial Advisor
David Burns, MCEP®
Master Certified Estate Planner, Financial Advisor
Christopher Burns, CRC®
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
Kimberly Chmielewski, CFP®
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
Tim Dahlberg, MBA
Financial Advisor
Jonnathan Davis, AIF®
Managing Partner, Little Rock
Michael Del Re III, ChFC®, REBC®, AIF®
Northeast Managing Partner
Sarah C. Doerr
Partner
John Ross Donnes
Financial Planning Associate
Jeff Dorfman, CFP®, ChFC®, AIF®
Managing Director
Tim Dowden, CFP®
Financial Advisor
Michael Duncan, ChFC®
Partner, Financial Advisor
Stan Dyl
Partner, Financial Advisor
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
Alec Giesting, CFP®
Financial Advisor
Collin Gimlin
Financial Advisor
Caroline Girgis, ChFC®
Partner, Financial Advisor
Ricky Gleason
Financial Advisor
Dwayne Grady, CFP®, ChFC®, CLU®
Partner, Financial Advisor
Cade Green
Wealth Advisor
J. Scott Gwatney, CPFA®
Chief Financial Analyst, Financial Advisor, Portfolio Manager
Merlin Hagan, CFP®, AIF®
Financial Planner
Heath Hagan
Financial Advisor
Sarah Harris, AIF®
Financial Advisor
Joe Harrish
Financial Advisor
Haley Hazem
Financial Advisor
Darin Henderson, AIF®
Financial Advisor
Sterling O. Herrmann, CPFA®, CFP®
Financial Advisor
Eric Herzog, 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
Paul Jarvis, CFP®
Partner, Financial Advisor
Keller Johnson
Managing Director, Kansas City Market
Lisa D. Jones, AIF®, CRPS®
Managing Director, Springfield Market / Financial Advisor
Ashlea Jones
Financial Advisor
Kerry Keihn, CSRIC®, ABFP℠
Partner & Financial Advisor
Dale Kelly
Partner & Senior Financial Advisor
Conor Kelly, CFP®
Partner, Senior Financial Advisor
Gage Kemsley
Financial Advisor
Mark Kipp
Financial Advisor
Taylor Knopf, AIF®
Financial Advisor
Kris Koenig
Wealth Advisor
Aaron Kolich, MBA
Financial Advisor
Eric Krause, CFA®
Managing Director, Portfolio Manager
Peter Krull, CSRIC®
Partner & Director of Sustainable Investments
Jeff Lahr
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, CFP® CRPC®
Partner / Financial Advisor
Thomas Mancuso
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
Investment Advisor
Alan McClain
Partner, Financial Advisor
Brandon McCormick, AIF®
Financial Advisor
Brennan McCutchen, AIF®
Managing Partner, Little Rock
Will McGough, CFA®
Director, Investments
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
Dave Miller, AIF®
Financial Advisor
Derek Mitchell, AIF®
Financial Advisor
Drew Moenter, MBA
Wealth Advisor
Marilou Moursund
Partner
Thorn Murphy
Wealth Advisor
Rich Murray
Managing Director, Carolina Operations
Steve Nelson, AIF®
Financial Advisor
Matt Nelson, AIF®
Managing Director, San Antonio Market
Clint Nelson, CFP®
Financial Advisor & Retirement Plan Advisor
Brett Newell
Investment Analyst
Joanne Nguyen, CRPC®
Financial Advisor
Dion Nickel
Financial Advisor
Jason Noble, CFP®, RICP®
Financial Advisor
Will O'Rourke, Esq.
Estate Planning & Wealth Management
Tyler Olson
Managing Director, Florida Operations
Larry W. Palmer, CFP®
Partner
Deanne Palmer, MBA, CFP®
Certified Financial Planner™
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
Amanda Pilkerton, CFP®
Financial Advisor
Dawn Potts
Financial Advisor
Wendy Prestwood, CMFC, CRPC
Wealth Advisor
Katie Randall
Financial Advisor
Finley 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
Ashley E.H. Scott, CFP®
Financial Advisor
Ryan Shannon
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
Director, M&A and Advisor Recruiting
Jen Staben, CRPC®
Financial Advisor
Will Steih, CPA®
Managing Director, Nashville Market
Dustin Stephens
Financial Associate
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
Chris Swift
Project Manager, Mergers & Acquisitions
Scott Szymula
Financial Advisor
Ashley Terrell, MBA
Financial Advisor
Samir C. Thakkar, CFP®
Partner
Payton Thielmann
Financial Advisor
Sean Thompson
Financial Planning Associate
Kevin Toledano
Director of Managed Account Services
Karin Tyson, ChFC®, CLU®, CFP®
Partner
Mark Ulicny, CFP®
Financial Advisor
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