Joel T. Falk

CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities.

Founded by Gaylan Abood in 1990, Cambridge Advisors, Inc. is a wealth management firm and registered investment advisor located in Omaha, Nebraska. The firm provides investment advisory services to individuals and their families, retirement plans and not-for-profit organizations.