Michael Dunn is a CFP® professional with eight years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Ronald Blue Trust and Charles Schwab. Based in Indianapolis, IN, he also serves as an Investment Advisor Representative for Cornerstone Financial Advisory, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad platform network and proprietary model strategies.

Timothy Flick is a CFP® with 25 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2012 and previously held roles at New England Securities, Fulcrum Advisory Services, Chase Investment Services, and Banc One Securities. Outside of his advisory work, he serves as a church elder at Fortville Christian Church and is president of Let's Plan to Thrive, LLC, which focuses on financial education. Cambridge Investment Research Advisors serves a diverse clientele including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals.