Paul Levett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and previously with Cambridge Investment Research, Inc. since 2008. Levett is also the owner of Legacy Benefit Services, a third-party administrator for retirement plans, and is active as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, with multiple investment platforms and both discretionary and non-discretionary strategy implementations.

Scott Tschappat is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 designations and has 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and has also been self-employed since 2002. Outside of his advisory role, he is involved as a basketball coach. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and proprietary as well as third-party model strategies, with an approach that allows customization to client objectives.

Matthew Levett is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Cambridge Investment Research Inc. and community involvement with Gallatin Valley YMCA. Cambridge Investment Research Advisors is an SEC-registered adviser serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various portfolio management strategies and platform arrangements.