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.

Brian Hughes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His work history includes roles at Diebold Nixdorf, Western States Lodging, PFS Investments Inc., and Primerica Financial Services. Outside of advisory work, he is involved in sales of loan products and home-related 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 separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.