Grant Holdren is a CFP® with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Newtown, PA. He has been with Cambridge since 2012 and previously worked at Allied Financial Consultants LLP. Outside of his advisory role, Holdren serves as treasurer and board member for a homeowners association and is involved with an educational scholarship organization. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Christopher Lyman is a CFP® and ChFC® with 12 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved as an independent insurance agent with several firms. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion-dollar asset base and offers access to proprietary model strategies as well as third-party advisers.