Chad Halder is a CFP® professional with 16 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2019. His prior experience includes roles at Cambridge Investment Research, Inc., Broker Dealer Financial Services Corp., and Citizens 1st National Bank, where he continues as a trust officer. He is also involved in community service as a board member of the Storm Lake Hy-Noon Kiwanis and the Iowa Trust Association. Cambridge Investment Research Advisors serves a wide range of clients 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, employing both model-based and individualized investment approaches across multiple account platforms.

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.