David Duncan is a CFP®-credentialed financial advisor with 43 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors, where he has worked for 15 years. His background includes extensive experience in insurance and wealth preservation, with leadership roles such as CEO of Duncan Financial Group LLC and board memberships at Point Park University, LifeMark Reinsurance Co, and Integrated Health 21. 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 financial planning, investment management, and retirement advisory services through a network of independent financial professionals, employing a range of portfolio management approaches and proprietary as well as third-party strategies.

Samuel Van Allen is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Westport Resources Investment Services and Wachovia Securities, LLC. Outside of advising, he has served as a teacher for Fairfield Public Schools and held a leadership role as branch president of the Holland Society of New York. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.