Alan Kutsch

Jada Hallberg is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at VOYA Financial Advisors for six years before joining Cambridge in 2020. Outside of her advisory role, Hallberg manages an independent insurance agency and serves as secretary on the board of a family-related non-public entity. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary management approaches.

Levi Morris is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, and previously held roles at Securities America Advisors and Community State Bank. Outside of his advisory work, Morris serves as a high school football referee and is the treasurer of Hope Reformed Church in Spencer, Iowa. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm provides a range of investment solutions supported by an in-house research team, allowing advisors to tailor strategies using model portfolios, third-party managers, or customized arrangements.