Rory Kuhn is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He has held roles at Osaic since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Kuhn holds Series 63 and Series 66 licenses and also owns a fixed insurance business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using proprietary asset-allocation tools and automated portfolio rebalancing.

Shinfen Wu is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. Outside of her advisory role, Wu is an instructor for educational workshops at Blue Valley Recreation and has experience in tax preparation with H&R Block. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Brian Tamasi is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Securities America, and Securities Service Network. Outside of his advisory role, he serves as a board member for the Kansas Gamma chapter of Sigma Phi Epsilon Fraternity, overseeing chapter activities and finances. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a broad network of advisers. The firm offers integrated brokerage and advisory services, using various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Timothy Spear is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Centaurus Financial, Inc. Outside of advisory work, he also serves as president of Spear Financial, Inc., providing term and universal life insurance sales and service. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of financial services including brokerage, investment advisory, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various investment types.

Randy Mcqueen is a financial advisor at Osaic Wealth, Inc. with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Osaic since 2018, following his tenure at Signator Investors, Inc. from 2016 to 2018. Mcqueen also serves as president of McQueen Financial Group, providing fixed insurance products as part of his financial planning services. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and financial planning through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Warren Williams Jr. is a CFP®-designated financial advisor with 28 years of industry experience, currently with Osaic in Overland Park, KS since 2024. He previously worked at Securities America Advisors, Inc. and SSN Advisory Inc. among other firms. Williams is also involved with Williams Financial Inc., offering term life insurance, Medicare supplement plans, and ancillary products. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, portfolio construction, and access to third-party managers.

Zachary McQueen is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He has worked at OSAIC since 2021 and previously held roles at Randy G McQueen CLU, ChFC, CFP and Northwestern Mutual. In addition to his advisory duties, he operates a sole proprietorship focused on the solicitation and sale of fixed insurance products in Kansas. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and model portfolios that include a broad range of investment products.