Cristen Morgan is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing 25 years of industry experience. She has held roles at several firms including Transamerica Financial Advisors, Securities America Advisors, and Legg Mason Wood Walker. Morgan serves as a board member of The Hope House Foundation in Huntersville, NC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors using a range of portfolio management strategies and platform options.

Karl Knade is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006. Outside of his advisory role, he is the owner of Knade Financial Group LLC, which is involved in insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals and offers a range of portfolio management and model-based solutions tailored to client objectives.