Meet The Leaders

Stacy Androuais

Stacy Androuais

Manager, Retirement
Plan Services
Monica Burnett

Monica Burnett

Vice President of Operations

Tanner Coble

Vice President of Advisor Development, Financial Advisor

Jamie Costine

Director, Recruiting – Omaha

Katie Demsey

Katie Demsey

Operations Manager
Christine Fitzmaurice

Christine Fitzmaurice

Vice President, Compliance and Investment Operations

Carly Frala

Director, Recruiting – St. Louis

Gretchen Garcia

Gretchen Garcia

Compliance Counsel

Kristin Grillo

Director, Recruiting – Kansas City

Lisa Guthrie

Lisa Guthrie

Manager, Investment
Advisory Accounts
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Katie Iacarella

Lead Client Strategies Counsel
Tracy Jacobsen

Tracy Jacobsen

Manager, Licensing &
Advisor Compensation 

Steve Kontz

President, Financial Advisor
Matt Kruse

Matt Kruse

Vice President, Technology
& Cybersecurity
Ellie Martin

Ellie Martin

Advisor Development Director

Kayce Fallaw

Kayce Brumfield

Administrative Assistant,
Evan McGinnis
John Noddings

John Noddings

Investment Advisory Billing Manager

Gary Orf

Gary Orf

Chief Investment Officer

Alessia Perla

Alessia Perla

Advisor Development Director

Kerry Pivovar

Kerry Pivovar

Advisor Development Director

Jeff Rickert

Director of Advisor Development, Financial Advisor

Eric Siefert

Eric Siefert

Director, Investment Solutions

John Siefert

Financial Advisor, Retirement Sales Executive=

Steve Steinbruegge

Director of Advisor Development, Financial Advisor

Madyson Tracy

Madyson Tracy

Director, Organizational Development

Cindy Vendetti

Cindy Vendetti

Office Manager

Jan Wadsack

Jan Wadsack

Vice President, Life Insurance Operations

Amanda Wells

Director, Recruiting – Phoenix

Melinda Whitener

Melinda Whitener

Manager, Events & Marketing

James Wright

James Wright CFA®

Investment Research Analyst

Karen Zinn

Karen Zinn

Chief Administrative Officer