Brian Tamasi is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes positions at Securities America Advisors, SECURITIES AMERICA, Securities Service Network, and his own firm, BTA Financial Group, where he has been involved since 2001. Outside of advisory work, he serves on the alumni board of the Sigma Phi Epsilon Fraternity’s Kansas Gamma chapter. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based investment strategies supported by various portfolio management tools.

Jessica Long is a financial advisor with Edward Jones in Kansas City, KS, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones continuously since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rodney Loesch is a CFP® professional affiliated with LPL Financial, bringing 43 years of industry experience. He previously operated Loesch & Associates Inc. for 18 years and worked with Waddell & Reed, Inc. for 24 years. Outside of financial advising, he has been involved in professional photography through Loesch Photography. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm offers a variety of portfolio management programs and utilizes both proprietary research and third-party strategies supported by advanced operational tools.

Amar Sayyed is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 1995, he has worked with individuals, families, and business owners to understand their financial situations, time horizons, and liquidity needs. Amar assists clients in articulating their short- and long-term goals and recommends financial strategies aligned with these objectives. His approach combines personalized service with the investment insights of Merrill and banking convenience through Bank of America, employing a holistic strategy that utilizes both sides of the balance sheet for wealth and liability management. Prior to his current role, Amar served as a Vice President at BOK Financial. He holds a Bachelor's degree from Jai Hind College and an MBA from the University of Colorado at Denver. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation. Amar is fluent in Hindi, Punjabi, and English. Outside of his professional responsibilities, Amar participates in community service, including involvement with Second Harvest Food Bank. In his personal time, he enjoys golf, swimming, and outdoor activities with his wife and two children.

Gregory Miller is a financial advisor at LPL Financial with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Waddell & Reed, Inc. for 21 years and Grekar, LLC. Outside of his advisory work, he has involvement with the Greg & Karen Miller Trust in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Christopher Vance is a financial advisor with LPL Financial who holds a Series 66 designation and has 19 years of industry experience. His prior work includes roles at Waddell & Reed, Ameriprise, and the Kansas Baptist Convention Foundation Inc. He is based in Overland Park, Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by advanced operational tools.

Kelly Dennis is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and 27 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 23 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Wilkes is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at Copper Financial Network LLC and CommunityAmerica Credit Union. Wilkes is based in Liberty, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Addison Degen is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance Co, MetLife, American Century Investment Services, Inc., and Spring Venture Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Timothy Sindt is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at the Hill & Mitchell Group and prior work in education and community services. He has also been involved with the Veenker Memorial Golf Course. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jeb Newman Jr. is a financial advisor at Stifel with six years of industry experience, including four years as a self-employed advisor before joining Stifel in 2019. He holds a Series 66 designation and is based in Kansas City, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Michael Mimick is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with UBS since 2014. Located in Kansas City, MO, Mimick provides advisory services within a large institutional firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Timothy Spear is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Centaurus Financial, and Equitable Advisors. In addition to his advisory role, he is president of Spear Financial, Inc., which provides sales and service related to term and universal life insurance as well as fixed indexed annuities. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with tools for asset allocation and portfolio optimization, supporting various managed account strategies and third-party managers.

Michael Steffen is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Amazon and has taught saxophone lessons for over two decades through the Palen Music Center in Liberty, MO. He currently instructs 12 to 15 students weekly in saxophone. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Nicholis Cole is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Pacer Advisors, Fisher Investments, Merrill Lynch, and American Century Investment Services. Cole is based in Leawood, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Sam Walton is a financial advisor with Equitable Advisors holding Series 65 and Series 63 licenses and has four years of industry experience. His prior roles include positions at Schulte Machine Works, Goosehead Insurance, and Axa Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and utilizes third-party asset managers and advisory programs for implementing investment strategies.

Amanda Florea is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. prior to joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, portfolio management through model and third-party strategies, and institutional platforms, supported by extensive operational tools and services.

Steven Mahoney is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He worked at Foresters Financial for eight years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jennifer Brown is a financial advisor at LPL Financial with six years at the firm and a total of eight years of industry experience. She holds the Series 66 designation and has prior work experience with firms including Kansas City's Finest and Blue Rivet. Outside of finance, she owns a business called JJB Jewelry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with account management supported by various advisory strategies and advanced operational tools.

Nicholas Hennessy is a financial advisor at Raymond James Financial with three years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Raymond James, he worked at Country Club Bank and Money Concepts Capital Corp for four years each, and spent fourteen years at The Pembroke Hill School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.