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.

Lucas Segal is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that help individuals and families achieve their long-term goals, including retirement planning, education funding, legacy planning, and tax minimization. His approach involves collaborative goal setting and creating plans that reflect each client’s values and aspirations. Lucas holds a Bachelor's Degree from the University of Central Arkansas and a Master of Business Administration from the University of Arkansas. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His expertise includes managing new wealth, liquidity management, and providing guidance to diverse communities, including women and the LGBT population. Outside of his professional role, Lucas is active in several organizations such as the Alpha Sigma Phi Alumni Association, Cornerstones of Care Foundation, and the Mid America LGBTQ Chamber of Commerce. He is also involved with the Boys and Girls Club of Faulkner County, the Human Rights Campaign, and the United Way of Central Arkansas. His personal interests include adventure sports, basketball, bowling, football, pickleball, spending time with his family, and traveling.

Anna Foreman is a financial advisor with Equitable Advisors holding a Series 66 designation. She has one year of industry experience, including prior roles at Five Key Capital Management and several other companies outside the financial sector. Equitable Advisors serves a broad client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory programs and fiduciary services for qualified plans.

Sam Walton is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His work history includes roles at Equitable Advisors since 2020, as well as prior experience at Schulte Machine Works and Goosehead Insurance. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party investment solutions.

Angela Hudson is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, with 11 years of industry experience. She has worked with Cetera and its affiliated entities since 2015 and owns Hudson Planning Services, LLC, a financial services firm. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to various program structures and third-party managers.

Elane Mullins is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has worked at Primerica since 2000 and previously held positions at USDA Risk Management Agency and CVS Health. Outside of her advisory role, Mullins is involved as a range aide for motorcycle riding classes and coach training at Gail's Harley Davidson in Grandview, MO. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Cameron Simmons is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, Cameron focuses on understanding clients' financial situations and advocates for their short and long term financial goals by identifying and modifying strategies tailored to individual plans. Prior to this, Cameron served as a Senior Financial Consultant at TD Ameritrade from 2018 to 2020, and as a Retirement Solutions Representative at Fidelity Investments from 2013 to 2018. This experience reflects a background in financial consulting and retirement planning. Outside of professional responsibilities, Cameron has interests in art, family activities, parenthood, and writing.

Justin Churchill is a financial advisor with Edward Jones in Olathe, KS, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at The Redwood Group (Risk Canopy) for five years and has experience at Gaillardia Country Club and Southwestern College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Benjamin Wheeler is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at WELLS FARGO Advisors, LLC. Outside of his advisory role, he is involved in singing, participating in rehearsals and concerts in the Kansas City area. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Kayla Moore is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2024. She joined Fidelity in 2021 as a Financial Consultant and has prior experience as a Financial Advisor at MML Investor Services - Twin Financial from 2020 to 2021, as well as an Associate Wealth Advisor at Mariner Wealth Advisors between 2018 and 2020. Her professional background includes expertise in tax efficient investing and financial planning, utilizing Fidelity's resources to develop strategies tailored to clients' preferences and goals. She holds an Arkansas Insurance License. Outside of her professional work, Kayla enjoys attending concerts, visiting museums, practicing yoga, and spending time with her pets.

Ross Halsey is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at The Keepers Legacy, Inc, Rjjj Group Company, and Waddell & Reed, Inc. Outside of his advisory role, he volunteers with the Mayor's Prayer Breakfast Committee and serves as head marketing coordinator for Team Head Racquetball. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing model portfolios, third-party research, and technology-driven strategies.

Aaron Schmeltz is a Planning Consultant at Fidelity Investments, where he partners with clients and Financial Consultants to develop strategies tailored to each client's unique personal needs. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before his current position starting in 2024. Prior to joining Fidelity, Aaron worked as a Personal Banker at Commerce Bank from 2021 to 2022. Outside of his professional responsibilities, Aaron enjoys outdoor activities such as camping, fishing, golf, hiking, and other adventures. He also has an interest in pets.

Joseph Kucera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at UBS Financial Services Inc. from 2013 to 2019. Outside of his advisory role, he owns and manages a recreational property through Kucera Farms LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Goodman is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2023. Prior to that, he was affiliated with Renaissance Financial Corp and Securian Financial Services, and he continues to serve as registered staff at Renaissance Financial, providing securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

Zebulun Jackson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Gap Inc. and held roles at Kansas City Catering, Vector Marketing Corporation, and The University of Kansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment options.

Kurt Zlomke is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. 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.

Andrew Schmelzle is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and based in Overland Park, KS. He has been with MML Investors Services, LLC since 2026 and previously worked at MassMutual Life Insurance Company, Wildcat NIL, Kansas State University, Keim TS, and USD 113 Sabetha School District. 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 planning programs and educational seminars, utilizing firm-approved tools to deliver written recommendations tailored to client goals.

Irl Oaks is a CFP® with 21 years of experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. He has been involved with related firms including Cambridge Investment Research, Inc. and Tallgrass Advisors, LLC for over two decades. Outside of finance, Oaks coaches youth volleyball and owns Andy Oaks Volleyball Camps. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Sara Stebbins is a financial advisor with Cetera in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. She has worked at Cetera since 2015 and is also involved with Comprehensive Retirement Solutions and Prosperity Advisors LLC. Outside of advisory roles, she serves as treasurer for a middle school PTA, managing budget and financial reporting. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Shawn Varner is a financial advisor at Edward Jones with five years of industry experience. He has worked at Edward Jones since 2020 and previously spent eleven years at Freightquote. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.