InfoPath Dev

Patrick, Thank you so much for the help!! I implemented the suggestions you mentioned and I feel like I am so close to getting this!! I have the choices listed, pulling from the 2nd Data Source but when I populate the form it always populates the first value whether it's checked or not in the Firm Profile... Thoughts???

There are 2 lists involved here: 1. SharePoint Custom List (Named "Firm Profiles"). This list used the default SharePoint 2010 load form and is the source of record for the majority of our business and we store all data that relates to our customers in this list. 2. SharePoint Custom List (Named "Checklists"). This list ...