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.

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.