Alan Kutsch is a financial advisor at Cetera Planning Partners with 12 years of industry experience. He has held various roles within Cetera and Avantax firms since 2021 and previously worked at HK Financial Services from 2012 to 2021. He holds Series 63 and Series 65 licenses. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Levi Morris is a CFP®-designated financial advisor with LPL Financial, bringing 13 years of industry experience. He has worked with Community State Bank since 2014 and was previously affiliated with Securities America Advisors and Securities America Inc. Outside of his advisory role, he serves as a high school football referee and is the treasurer for Hope Reformed Church in Spencer, IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.