Spencer Taggart is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked for Cuso Financial Services, LP for nine years and America First Credit Union for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs with discretionary and non-discretionary management options, supported by research and diversified investment strategies.

Stanley Brown is a financial advisor with LPL Financial in Layton, UT, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has operated Brown Financial Services since 1996 alongside his long tenure at LPL Financial, which began in 1989. Brown Financial Services functions primarily for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including discretionary and non-discretionary portfolio management, utilizing both proprietary and third-party research and model portfolios.

Kade Johnson is a financial advisor with Edward Jones in Clinton, UT. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in pest control and had roles with Weber State University and the Utah Youth Soccer Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of managed strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Amy McKenzie is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has also been associated with BMO Bank N.A. since 2008. Outside of advising, she is authorized to act as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by strategic and tactical research and multiple portfolio management options.

Shannon Fowler is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining OSAIC in 2023, Fowler worked at SagePoint Financial, MML Investors Services, MassMutual Life Insurance, Empower Retirement, Morgan Stanley, and Ameriprise Financial Services. Fowler serves as a director of the Ketenbrink Education Foundation, a nonprofit focused on improving training and standards in the metal building construction industry. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.