Abbey Percifield
Administrative Assistant
Abriana Cook
Advisor Growth & Resources Director
Ahmet Serdarevic
IT Intern
Alessia Perla
Director of Advisor Growth & Resources
Alex Goldberg
Investment Advisory Operations Assistant
Alex Lee
IT Systems Administrator
Alexis Bocek
Training and Development Associate
Alisha Harris
Accounting Manager
Alizabeth Rosenbaum
Executive Assistant, *Chase Sutton and *Kyle Johnson, Financial Advisors
Allison Hull
Administrative Assistant, *Sara Riley and *Thad Brija
Ally Trost
Executive Assistant for *Nick Mazgaj
Alynne Wize
Learning Solutions Strategist
Amanda Kowalski
UX Designer
Amanda Perdrizet
Compliance and Investment Operations Assistant
Amelia Tepper
Growth Support Specialist
Amy Hill
Manager, Marketing Operations
Amy Papproth
Insurance Implementation Specialist
Amy Telscher
Client Services Specialist, Mark Merlotti
Angela Gulotta
Receptionist- Overland Park
Angie Anderson
Administrative Assistant to John Bayer, Financial Advisor
Anna Manson
Administrative Assistant, Greg Keller & Lindsey Kerber
Anna St. Germain
Administrative Assistant, Evan McGinnis
Anne Daum
Executive Assistant, Greg Keller
Anne Halvachs
Administrative Assistant to *Kyle Jacobsmeyer, Financial Advisor
Arrick Powers
Facility Manager
Bailee Bradford
Administrative Assistant, *Jon Larsen
Bailey Baylor
Administrative Assistant, Nick Mazgaj*
Belinda Bright
Lead Records Management Specialist
Beriz Serdarevic
IT Help Desk Specialist
Bradley Worthen
Fintech Solutions Analyst
Brandon Haid
Trader
Brandon Tucker
Administrative Assistant to *Gage Hough & *Katy Riel, Financial Advisors
Brendan Durbin
Annuity Solutions Specialist
Bridget Rickey
Administrative Assistant to *Shannon Weber, Financial Advisor
Caden Farr
Billing Service Associate
Caleb Jensen
Manager, IT
Cambria Crowe
Administrative Assistant to *Spencer Schmitz & *Bridger Johnson, Financial Advisor
Candace Johnson
Senior Licensing Associate
Carley Rief
Administrative Assistant, *Cole Grandfield & *Ben Larson
Carolyn Callen
Executive Assistant, David Obedin
Celia Halpin
Retirement Plan Implementation Specialist
Chad Pinegar
Annuity Specialist
Charlie Martin
Investment Advisory Operations Assistant
Chelsey Enright
Advisor Administrative Assistant, Luke Scott* and Chad Gerdes*, Financial Advisors
Chris Jones
Manager, Trading
Chrissy Hugyez
Executive Operations Assistant to *Monica Burnett, **Christine Fitzmaurice, *Matt Kruse, & **Jan Wadsack
Christine Fitzmaurice
Vice President, Compliance and Investment Operations
Cindy Brooks
Administrative Assistant, Michael Hoch
Cindy Tinley
Receptionist – Omaha
Dan Stocker
Executive Assistant, Matt Gross
Dani Martos
Administrative Assistant to Dalton Herrington & Drake Lane
Daniela Miskovic
Retirement Plan Implementation Specialist
Danielle Lively
Executive of Marketing and Public Relations, Bill Eckert
Deb Crisswell
Annuity Specialist
Deborah Ealick
Manager, Application Development
Dedra Mason
Human Resources Associate
Diane Smith
Receptionist - St. Louis
Dianna Rowlette
Administrative Assistant for *Jon Ogren, Financial Advisor
Doniesha Kelley
Records Management Specialist
Dustin Cunningham
Investment Advisory Operations Assistant
Edmary Romero
Administrative Assistant, Chris Insinger
Elisabeth Franke
Administrative Assistant to Bryan Luna & Pat Kirby, Financial Advisors
Eliza Donley
Events Assistant
Elizabeth Bergman
Administrative Assistant, Tanner Coble
Elle Wade
Graphic Designer and Marketing Specialist
Emilee Sherertz
Executive Assistant to *Kyle Jacobsmeyer, Financial Advisor
Emily Beattie
Senior Project Manager
Emina Mehmedovic
Retirement Plan Services Manager
Eric Brooks
Executive Assistant, Steve Gordon
Eric Siefert, CFP®, ChFC®, CFS®
Director, Investment Solutions
Erica Moore
Advisor Administrative and Operations Assistant to *Howie Fleischer
Ethan Staples
Investment Advisory Operations Associate
Evan Lucas
Administrative Assistant to Andrew Evola & Tanner Werner, Financial Advisors
Frankie Tao
Full Stack Developer
Georin LaGrant
Compliance Specialist
Grace Nolan
Administrative Assistant, John Bayer
Greg Grotewold
RIA Strategy Director
Haley Barry
Client Event Coordinator
Hanna Holloway
Advisor Growth & Resources Director
Hannah Kimbrough
Partnership Development Strategist
Hannah Cook
Receptionist - Phoenix
Heather Rapp
Event Coordinator
Heidi Mecham
Administrative Assistant, *Charlie Ferretti
Isaiah Tucker
Administrative Assistant to *Jarett Olivastro, Financial Advisor
Jackie Scherrer
Software Training Specialist
Jacob Kayser
Trader
Jacob Sheets
Administrative Assistant to *Pat Van Cleave, Financial Advisor
Jaime Welker, J.D.
Advanced Client Strategies Council
Jaimie Hook
Administrative Assistant for Lindsey Kerber* & Greg Keller*
Jan Wadsack
Vice President, Insurance Operations
Janice Hernandez
Senior Compliance Specialist
Jayna Green
Insurance Implementation Associate
Jenna Jordan
Administrative Assistant to *Jeff Rickert & *Ryan Dethlefs, Financial Advisors
Jennette Raab
Administrative Assistant, Charlie Ferretti
Jennifer Baldassare
Manager, Human Resources
Jenny Broach
Administrative Assistant to Matt Witte, Financial Advisor
Jesse Suhre
Investment Operations Team Lead
Joey Parise
Infrastructure Engineer
John Noddings
Director, Investments Systems Design and Billing
John Remelius
Administrative Assistant to *David Obedin, Financial Advisor
Joy Heitz
Administrative Assistant, *Sam Muzik
Julia Nelson
Executive Assistant, Jeff Rickert
Julia Paris
Manger, Training and Development
Julie Seibert
Executive Assistant to Tim W Walkenhorst, Financial Advisor
Justin Amling
Billing Service Associate
Karin Olson
Executive Assistant to *Steve Kontz, Financial Advisor
Kate McKenzie
Administrative Assistant, *Darin Karstetter and *Morgan Carr
Katie Iacarella, J.D., AEP®
Director, Advanced Client Strategies & Registered Representative
Katie Demsey
Business Analyst
Katie Schmittgens
Event Coordinator
Kayla Weddington
Administrative Assistant to Nate Crowther, Financial Advisor
Ken Homza
Chief Financial Officer
Kenzie Kaper
Executive Administrative Assistant, Steven Steinbruegge*
Kerry Pivovar
Advanced Client Strategies Specialist, Shareholder
Kori Stearns
Administrative Assistant to Nick Kontz, Financial Advisor
Kristen Ambrose
Executive Assistant for *Robb Pantano, Financial Advisor
Kristi O'Donnell
Salesforce Administrator
Kristin Brandt
Manager, Annuity Solutions
Kristin Grillo
Manager, Talent Development & Engagement
Kyle Kassing
Investment Systems Design and Reporting Specialist
Kyle Regan
Director, Accounting
Larry Pallozzi
Fullstack Developer
Lauren Berlean
Portfolio Specialist, Steven Steinbruegge*
Lauren Cantrell
Executive Assistant to *Chad Rutar
Lauren Mecseji
Manager, Insurance Operations
Lea Hartigan
Manager, Annuity & Investment Advisory Accounts
Leah Goodwin
Administrative Assistant to James Schier, Financial Advisor
Lindsay Wagoner
Executive Assistant, Scott Gassen
Lisa Guthrie
Manager, Investment Operations
Madeline Hohneke
Insurance Implementation Associate
Mandy Brady
Administrative Assistant for *Ryan Finke & *Thomas Gensch, Financial Advisors
Marco Perla
Retirement Plan Account Manager
Maren McGuire
Advisor Growth & Resource Director
Mariah Dondlinger
Administrative Assistant, Andy Oddo*
Mariah Echele
Executive Assistant, Greg Keller
Marty Husak
Compliance Manager
Mary Pat AuBuchon
Retirement Plan Implementation Specialist
Matt Kruse
Vice President, Technology & Cybersecurity
Meagan Halphin
Advisor Growth & Resources Director
Meg Franke
Administrative Assistant, Riley Landuyt
Megan Boeger
Payroll Coordinator
Megan Flor
Administrative Assistant, Morgan Carr & Darin Karstetter
Meghan Brown
Senior Retirement Plan Account Manager
Melinda Whitener
Director, Events
Melissa Bonacci
Administrative Assistant, Dan Hebenstreit*
Mia Tellez
Insurance Implementation Associate
Michael Roarty
Administrative Assistant to Steve Gordon, Financial Advisor
Michelle Jaquess, FPQP™
Financial Paraplanner, John Siefert
Michelle Mendoza
Administrative Assistant, Jarett Olivastro
Molly Himmelmann
Executive Assistant, Julie Boschert Hercules & Greg Keller
Molly Lemon
Administrative Assistant to Justin Hughes, Financial Advisor
Molly Schene
Administrative Assistant, *Tori Foster
Monica Burnett
Vice President, Operations
Monique Lewis
Records Management Specialist
Nancy Smith
Operations Assistant
Natalie Mason
Executive Assistant of Operations for Financial Advisor Bill Eckert
Naz Tilson
Administrative Assistant, *Kristin Thompson Poelker, Financial Advisor
Nelson Orellana
IT Systems Administrator
Nick Wulsch
Investment Advisory Operations Assistant
Nicole Gottlieb
Administrative Assistant to David Obedin, Financial Advisor
Nikki Diamantis
Senior Project Manager
Nina Miskovic
Retirement Plan Marketing Specialist
Nitesh Kukkam
Lead Developer
Noah Hood
Investment Advisory Operations Associate
Olivia Smith
Administrative Assistant, Joe Peterka, Financial Advisor
Paul Mooney, CISSP
Information Security Manager
Praneeth Medari
Fullstack Developer
Prisca Rice
Executive Assistant, Aaron Martin
Quinn Smith
Advisor Administrative Assistant to *Kerry Berger and *Amanda Schatteman, Financial Advisors
Reagan Burton
Business Development Coordinator for *Zack Eckert, Financial Advisor
Rebecca Gandolfi
Administrative Assistant, *Matt Wells
Riley Kasitz
Annuity Associate
Robert Goodman
Administrative Assistant, Howie Fleischer
Robin Hawkins
Administrative Assistant to Justin Hughes & Ross Brenneman, Financial Advisors
Sadie Sullivan
UX Designer & Marketing Strategist
Sailer Pritchett
Insurance Implementation Associate
Samantha Shasserre
Administrative Assistant, Rich Shasserre, Financial Advisor
Sara Knips
Onboarding Specialist
Sarah Cymber
Administrative Assistant for *Tim Walkenhorst & *Mac Findeiss
Shelby Kottmann
Insurance Policy Service Specialist
Simon Metcalf
Administrative Assistant to *Luke Maddox & *Tiffany Wade
Sonya Booker
Manager, Reception Operations
Stacy Androuais, CPFA®
Manager, Retirement Plan Services & Registered Representative
Stephanie Huber
Executive Assistant, Greg Keller
Stephanie Lucey, FPQP™
Administrative Assistant to David Obedin, Financial Advisor
Stephany Smith
Insurance Implementation Specialist
Susan Kettle
Administrative Assistant for *Brian Cassata & *Kyle Johnson
Tami Salzano
Administrative Assistant, Jason Riney
Tanner Drake
Administrative Assistant to Steve Gordon, Financial Advisor
Teegan Stine
Marketing Specialist
Teresa Colletti
Administrative Assistant, David Obedin
Teresa Powell
Receptionist- Salt Lake City
Thomas Wons, CFA®
Investment Strategy Specialist
Todd Miller
Systems Trainer & Operations Analyst
Tracy Jacobsen
Manager, Licensing & Advisor Compensation
Tyler Simmons
Administrative Assistant, *Aaron Martin
Vayle Springer
Administrative Assistant to Jesse Schmidt & Sammy Zitek, Financial Advisors
Wendy Moffat
QA Analyst
Andrew Copeland
Portfolio Specialist, *Matt Gross
Brendan Guilliams
Investment Advisory Operations Assistant
Cayla Working
Advisor Administrative Assistant, *Tanner Werner and *Andrew Evola
Eleanor Rank
Associate Salesforce Administrator
Hannah Bryant
Administrative Assistant, *Bryan Lierman
Jacie Hough
Investment Advisory Operations Assistant
Jack Cruz
Advisor Administrative Assistant, *Zack Eckert
Max McArthur
Portfolio Specialist, *Aaron Martin
Natalie Otten
Advisor Administrative Assistant, *Nick Jones
Natalie Neumann
Receptionist- Omaha
Suzanne Sawyer
Licensing Associate