Loren Purvis is a financial advisor with Cambridge Investment Research Advisors and holds the PFS™ designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Cetera and his own CPA firms. Outside of advisory work, he is involved in public accounting through Purvis & Veal CPAs LLC and operates a ranch partnership leasing farmland. Cambridge Investment Research Advisors serves a diverse clientele, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options tailored by independent Financial Professionals, including discretionary and non-discretionary strategies that utilize proprietary and third-party models.

Matthew Seale is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including over two decades with Cambridge-affiliated firms. Outside of his advisory work, he owns multiple businesses including a financial services firm, a marketing consultancy, and a retail food service, and he serves in the Navy Reserve. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various platform arrangements and both proprietary and third-party model strategies.