Caleb Montag is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior experience includes roles at Securities America Advisors and SII Investments. Outside of his advisory work, Montag is the owner of two non-investment related businesses, Bird Dog Distribution, LLC and Flyover Precision AG. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a broad range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Nancy Van De Berg is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has 26 years of industry experience, including prior roles at INVEST Financial Corp and Main Street Financial Services, where she continues as an independent insurance agent. Outside of her advisory work, she co-owns a farming operation in Luverne, MN. 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 both model-based and customized investment approaches.

Carmen Austin is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2017. She has nine years of industry experience, including prior roles at Invest Financial Corp and co-owning De Noble, Austin & Company, a CPA firm providing tax preparation, auditing, payroll, and bookkeeping services. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers a range of advisory services through a large network of independent financial professionals, utilizing model portfolios, third-party strategists, and multiple account platforms.