Sierra Mariah Spray Serbus

Matthew Myrick is a CFP® with eight years of industry experience and currently advises clients at The Fiduciary Alliance. He previously worked at Stewardship Investments, LLC for three years and holds a role as a part-time coach for Oak Hills Christian College. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm employs a variety of analysis techniques and may use third-party managers, serving both high-net-worth clients and plan sponsors with discretionary management and ERISA 3(21) nondiscretionary services.

Tabitha Lundstrom is a financial advisor with The Fiduciary Alliance, holding a Series 65 designation and two years of industry experience. She has been affiliated with Stewardship Investments since 2015. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as to other investment advisers. The firm employs a client-specific approach guided by various analytical methods and offers a distinctive business model that includes serving other advisers and utilizing performance-based carried interest arrangements for certain alternative investments.

Andrew Cloose is a CFP® with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Commonwealth Financial Network and Investment Centers of America. Outside of his advisory work, he serves as President, CEO, and Treasurer for Waypoint Food & Fuel, Inc., a gas station and convenience store in Solway, MN. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody platforms.

Joseph Lavine is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, having previously worked at Commonwealth Financial Network and Investment Centers of America. Lavine also conducts fixed insurance sales, dedicating part of his time to this activity during business hours. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platforms tailored to client objectives.