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 in Layton, UT, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she worked at BMO Bank N.A. for 18 years. She also serves as a notary in addition to her advisory role. 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 advisory services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Shannon Fowler is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Morgan Stanley, Ameriprise Financial Services, and MassMutual Life Insurance Company. Fowler serves as a director of the Ketenbrink Education Foundation, a nonprofit focused on training and improving standards in the metal building construction industry. OSAIC Wealth serves a broad range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools.