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Cristen Morgan Recognized for Invest in Others Community Service Award

 Cristen Morgan earns funding for Hope House Foundation

FAIRFIELD, IA – September 21, 2023 — Cambridge congratulates Cristen Morgan, for being named winner of the Community Service award at the 2023 Invest in Others Charitable Foundation awards. Morgan, the owner of Lake Norman Financial Group in Cornelius, North Carolina, was named a finalist in the Community Service award category for her nonprofit organization, Hope House Foundation, in July. As winner of the Community Service award, Cristen received $60,000 for the Hope House Foundation.

Hope House Foundation provides housing and support services for single, unaccompanied women, and women with children experiencing situational homelessness. Their mission is to serve as a catalyst for social change to end homelessness in the Huntersville, North Carolina area by providing supportive services.

Invest in Others recognizes the philanthropic achievements of financial professionals and financial firms in communities around the country. The awards program is in its 17th year, and honors nominees for their leadership, dedication, and charitable contributions. The program features five award categories: Catalyst, Community Service, Emerging Impact, Volunteer of the Year, and Lifetime Achievement. Cambridge financial professionals Carter Benkendorfer, Steve Nearman, Robert Romeo, and Jim Wessels also received honorable mention.

More information on the Invest in Others awards, including the nomination process and eligibility requirements, can be found here.

About Invest in Others Charitable Foundation
The inspiration for the Invest in Others Charitable Foundation came directly from financial advisors who invest in others by giving back to their communities with overwhelming generosity and dedication. Since its founding in 2006, Invest in Others has amplified these efforts by providing a platform for advisors and other financial professionals to increase awareness, visibility, and funding to their favorite nonprofits. For more information, visit

About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.

Contact: Jeff Wulf, Senior Vice President, Cambridge: or 800-777-6080

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