Meet The Leaders
Stacy Androuais
Manager, Retirement
Plan Services
Monica Burnett
Vice President of Operations
Jamie Costine
Director, Recruiting – Omaha
Katie Demsey
Operations Manager
Christine Fitzmaurice
Vice President, Compliance and Investment Operations
Carly Frala
Director, Recruiting – St. Louis
Gretchen Garcia
Compliance Counsel
Kristin Grillo
Director, Recruiting – Kansas City
Lisa Guthrie
Manager, Investment
Advisory Accounts
Katie Iacarella
Lead Client Strategies Counsel
Tracy Jacobsen
Manager, Licensing &
Advisor Compensation
Matt Kruse
Vice President, Technology
& Cybersecurity
Ellie Martin
Advisor Development Director
Kayce Brumfield
Administrative Assistant,
Evan McGinnis
Evan McGinnis
John Noddings
Investment Advisory Billing Manager
Gary Orf
Chief Investment Officer
Alessia Perla
Advisor Development Director
Kerry Pivovar
Advisor Development Director
Eric Siefert
Director, Investment Solutions
Madyson Tracy
Director, Organizational Development
Cindy Vendetti
Office Manager
Jan Wadsack
Vice President, Life Insurance Operations
Amanda Wells
Director, Recruiting – Phoenix
Melinda Whitener
Manager, Events & Marketing
James Wright CFA®
Investment Research Analyst
Karen Zinn
Chief Administrative Officer
