10955 Lowell Avenue, Suite 900, Overland Park, KS 66210
Chief Executive Officer
Chief Operations Officer
President
CIO / Investment Executive
SVP, Advisory Services
SVP, Employer Retirement Plans, Financial Advisor
Partner / Financial Advisor
Partner / Senior Financial Advisor
Jim Steen, CFP®, MSFS
Scott M. Thomas, CFP®, AIF®
Financial Advisor
J. Eric Brinley, CFP®, CWS®
Investment Adviser Representative
Partner / Investment Adviser Representative
Team Accountant
Accounting Associate
Financial Professional
Amber L. Roane
Senior Financial Professional
Analyst Team Manager
Investment Analyst
Investment Adviser Representative / Planning Analyst
Truman D. Ewing
Planning Team Analyst
Joel R. Alderson CFP®
Registered Professional
Investment Research Associate
Financial Planning Team Associate/Investment Advisor Representative
Planning Team Associate
Client Services Manager
Client Service Representative
Client Relationship Manager
Karmen D. Fross
Theadore M. Crawford
Charlie D. Hiltabidel
Client Service Associate
Operations Team Manager
Carlee R. Schmalz
Operations Team Lead - Brokerage
Operations Team Associate
Director of Business Administration
Director of Alignment & Information Technology
IT Support Analyst