Robert Anderson III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Level Four Advisory Services, and Harbor Financial Services. Outside of his advisory work, he is president of A Plus Plus Investments, Inc., an independent contractor business supporting his financial services operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by extensive firm research and resources.

Carl Vandenburg is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 29 years of industry experience, including prior roles at American Portfolios and The Mirimar Group. Outside of his advisory work, he serves as treasurer for the Ironwood Red Devil Booster Club. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.