Org chart
Ernie Burns
President, CEO & Financial Advisor
Ernie Burns
Collapse
Annette A. Vanderlinde
Chief Client Officer
Glenn Spencer
Co-Founder & Chief Executive Officer
Anthony Woodard
Chief Risk and Compliance Officer
Scott Duba
Chief Investment Officer & Managing Director, Wealth Management
Brian Dillbeck
Chief Financial Officer
J. Scott Gwatney
Chief Financial Analyst, Financial Advisor & Portfolio Manager
John Seibolt
Chief Development Officer
Terra McBride
Chief Marketing Officer
Michael Del Re III
Northeast Managing Partner
Jason Gerber
Managing Partner, Little Rock
Jonnathan Davis
Managing Partner, Little Rock
Brennan McCutchen
Managing Partner, Little Rock
Scott Colangelo
Co-Founder, Chairman & Managing Partner
Joe Hildebrand
Co-Founder & Executive Director
Joe Zdeb
Co-Founder & Financial Advisor
Kerry Keihn
Partner & Financial Advisor
Neill Yelverton
Partner & Financial Advisor
Peter Krull
Partner & Director, Sustainable Investments
Tricia Cooper
Director of Human Resources
R. Michael Parry
Director of Wealth Planning
Will McGough
Director, Investments
Adam Billings
Director, Operations
Christian P. Clausen
Financial Advisor, Portfolio Manager
Alex Astin
Certified Estate Planner, Financial Advisor
Ashley Terrell
Financial Advisor
Ashley E.h. Scott
Financial Advisor
Taylor Yaw
Financial Advisor
Jennifer C. Flaherty
Financial Advisor
O. Herrmann
Financial Advisor
Richard P. Meagher
Financial Advisor
George Pikounis
Financial Advisor
Christopher Burns
Financial Advisor
Gerrod Galliano
Financial Advisor
David Burns
Master Certified Estate Planner, Financial Advisor
Erin Berglund-Burns
Certified Estate Planner, LA Resident Life & Health Insurance Agent
Matthew Brown
Certified Financial Planner
Chris Abts
President & Financial Advisor
Sean Thompson
Associate Advisor
