Gary Anderson
Manager, Information Technology
Stacy Androuais
Manager, Retirement
Plan Services
Kristin Brandt
Investment Operations Associates
Monica Burnett
Vice President of Operations
Jamie Costine
Director, Recruiting – Omaha
Katie Demsey
Operations Manager
Deborah Ealick
Manager, Application Development
Cody Erlbeck
Director, Recruiting – Phoenix
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
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
Katie Iacarella
Lead Client Strategies Counsel
Tracy Jacobsen
Manager, Licensing &
Advisor Compensation
Nick Jones
Financial Advisor
Matt Kruse
Vice President, Technology
& Cybersecurity
Ellie Martin
Advisor Development Director
Evan McGinnis
Director of Advisor Development, Financial Advisor
John Noddings
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, Insurance Operations
Amanda Wells
Director, Marketing
Melinda Whitener
Manager, Events & Marketing
James Wright CFA®
Director, Investment Research
Karen Zinn
Chief Administrative Officer
