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.

Celeste Foster is a financial advisor with J.P. Morgan Securities in Olathe, Kansas, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, U.S. Bancorp Investments, Edward Jones, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kellie Wentz is a Series 66-licensed financial advisor with Merrill in Kansas City, MO, where she has worked since 2008. She has 21 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nickolas Wilson is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Overland Park, KS, and has 18 years of industry experience. His background includes work with various insurance carriers through W&R Insurance Agency over the same period. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices, and operates under a fiduciary standard.

Jeffrey Lozier is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His career includes ten years at Lord Abbett & Co. LLC and roles at Build Asset Management and Prism Financial Group, LLC. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services that include but do not individualize security recommendations within standalone planning programs.

Daniel Forgy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2004. Outside of his advisory role, he is a CPA and managing member of Forgy Financial LLC, providing accounting services, and also works as an independent insurance agent selling life, health, and disability products. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

William Kenney is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at LevelUp Consulting Partners, LLC d/b/a Myna Partners, LLC, and has legal and academic experience including positions with the University of Missouri - Kansas City Law School and the Law Offices of Kevin W. Kenney. 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 and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Abigail Crain is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kathleen Degen is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has been with Mass Mutual Investors Services since 1987 and has worked with Mass Mutual Life Insurance Company since 1983. Outside of her advisory role, she serves on the boards of St. Teresa's Academy and Heartstrings Community Foundation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts and money-manager programs, with a focus on collaborative financial planning engagements.

Amy Dunn is a Series 66-licensed financial advisor at Morgan Stanley in Kansas City, MO, with six years of combined industry and related business experience. She previously worked at Commerce Bank from 2019 to 2024 and owned small cleaning service businesses between 2015 and 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Jason Henke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning covering various topics, including retirement, tax, estate, and business continuation, while keeping planning separate from managed-account services.

Debra Shultz is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with LPL Financial and V Wealth Management, LLC since 2010. Shultz serves as a non-profit board member for the Missouri Korean War Veterans Memorial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jason Haney is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in Woodsonia Investments, LLC, a commercial real estate business in Omaha, Nebraska. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates with a fiduciary standard.

John Estes is a financial advisor with Thrivent Investment Management, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience and has been with Thrivent in various capacities since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning across multiple financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option while keeping services separate.

Hannah Lantz is a Financial Advisor at Merrill Lynch Wealth Management. She supports individuals, families, and business owners in creating financial plans that align with their values and goals. Her work focuses on areas including legacy planning, managing new wealth, personal retirement planning, portfolio management services, and supporting women and wealth. Hannah holds a Bachelor's degree from Truman State University and a Master of Business Administration (MBA) from Avila University. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She emphasizes building deep relationships with clients to simplify complex financial decisions and help them stay focused on their priorities throughout every stage of life. In her personal time, Hannah enjoys basketball, golfing, hiking, music, pickleball, skiing, spending time with her family, and watching movies.

Benjamin Sieve is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for ten years at Iqvia. Outside of his advisory role, he owns Hudson Bryce Enterprises, LLC, a marketing business specializing in website development and consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Gentry is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation and trade execution handled by BNY Mellon Advisors and Pershing.

Mark Lindsay is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley, he worked at JPMorgan Chase and Capital One. He is based in Kansas City, MO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and investment research.

James Peavey is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently with Raymond James Financial Services, Inc. and has held prior roles at First National Bank of Omaha, UMB Financial Services, RubinBrown Advisors, and Waddell & Reed. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools to model potential outcomes and supports its clients through various advisory programs and institutional consulting services.

Marcus Davis is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at Union Pacific Railroad for nine years. Outside of his advisory role, he is the owner of ME Davis Lawncare LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the country.