Tabitha Wee Chih Lundstrom

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.

Robert Winters is a financial advisor with Cetera, holding Series 65 and Series 63 licenses, and has two years of industry experience. Prior to joining Cetera, he worked at Thrivent Financial and Thrivent Investment Management Inc. Winters also served as a Staff Sergeant in the U.S. Army and has business involvement with Steadfast Health and Wealth. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with options across discretionary and non-discretionary authorities.

Sierra Serbus is a Series 66-licensed financial advisor with two years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors, where she has worked since 2026, and has prior experience with Commonwealth Financial Network and other firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

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.

Allen Zutz is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera since 2023, following a 16-year tenure at Thrivent Financial for Lutherans. In addition to his advisory role, he operates Steadfast Health and Wealth, a financial services business. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary options.