Gary Anderson

Manager, Information Technology
Stacy Androuais

Stacy Androuais

Manager, Retirement
Plan Services

Kristin Brandt

Investment Operations Associates

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

Deborah Ealick

Manager, Application Development

Cody Erlbeck

Director, Recruiting – Phoenix
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

Lea Hartigan

Manager, Annuity & Investment Advisory Accounts

Dalton L. Herrington

Financial Advisor, Sales Manager

Ken Homza

Chief Financial Officer

Jay Huber

Group Sales Vice President

Patti Hussey

Director, Finance
placeholder

Katie Iacarella

Lead Client Strategies Counsel
Tracy Jacobsen

Tracy Jacobsen

Manager, Licensing &
Advisor Compensation 

Nick Jones

Financial Advisor

Greg Keller

CEO, Founder

Steve Kontz

President, Financial Advisor
Matt Kruse

Matt Kruse

Vice President, Technology
& Cybersecurity
Ellie Martin

Ellie Martin

Advisor Development Director

Evan McGinnis

Director of Advisor Development, Financial Advisor

John Noddings

John Noddings

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

Vice President of Advisor Development, Financial Advisor

Eric Siefert

Eric Siefert

Director, Investment Solutions

John Siefert

Financial Advisor, Retirement Sales Executive

Abbie Simms

Director, Recruiting- St. Louis

Steve Steinbruegge

Senior Vice President, Advisor Development

Madyson Tracy

Madyson Tracy

Director, Organizational Development

Cindy Vendetti

Cindy Vendetti

Office Manager

Jan Wadsack

Jan Wadsack

Vice President, Insurance Operations

Amanda Wells

Director, Marketing

Melinda Whitener

Melinda Whitener

Manager, Events & Marketing

James Wright

James Wright CFA®

Director, Investment Research

Karen Zinn

Karen Zinn

Chief Administrative Officer