Harrison Ebert is a CFP®-certified financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. Prior to his current role, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He is based in Salt Lake City, UT. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement-plan sponsors, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various portfolio management solutions and maintains proprietary and third-party model strategies, with both discretionary and non-discretionary investment implementations.

Ryan Moffitt is a CFP® professional with 20 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2010 and also owns Moffitt Wealth Management. Outside of advisory work, he is involved as an Amazon Affiliate in marketing. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm provides a range of investment solutions, including proprietary models and third-party strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

David White is a financial advisor with Cambridge Investment Research Advisors in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliate firms since 2006. Outside of advising, he serves as vice president of Investment Management Consultants. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Richard Habel is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2021 and previously spent seven years at Sterling Financial. Outside of his advisory role, he serves as a board member of the Murray Education Foundation and owns several business ventures, including a retail operation called Millie's Suds, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals across wealth levels, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Mark Leone is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014. In addition to his advisory role, he is involved as an independent insurance agent and owns an LLC for liability purposes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of portfolio management approaches and platform arrangements.

Spencer Carlson is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Salt Lake City, UT, and has one year of industry experience. Prior to joining Cambridge, he held roles at Fidelity Investments and has varied experience including positions at the University of Utah and Liberty Hills Tennis LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using a range of customizable strategies and platform arrangements.

Daniel Jeppson is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2006. Outside of his advisory role, Jeppson serves as president of an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers tailored strategies through various custody platforms and maintains both proprietary and third-party model portfolios, with institutional features such as advisor equity participation and compliance processes.

Alice Heath is a financial advisor with Cambridge Investment Research Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior work includes roles at SEI Investments, Quasar Distributors, LLC, and Horizon Investments LLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm delivers services through a network of independent financial professionals using various portfolio management approaches and platform arrangements tailored to client objectives.

David Russon is a financial advisor with Cambridge Investment Research Advisors in Salt Lake City, UT, holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2013 and also serves as an independent insurance agent. Outside of his advisory work, Russon has a longstanding involvement in education through various schools and the University of Utah. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies across multiple platform arrangements.