Emily Lee is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors. Her prior experience includes roles at Concord Wealth Partners, Cetera Advisor Networks, Carson Wealth, and Merrill. She is active in her community, holding board positions with the Boys & Girls Club of the Mountain Empire, Highlands Community Services, and the William King Museum of Art, as well as serving as treasurer for the Washington County Rotary. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.

Robert Ashley is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Cambridge Investment Research Advisors since 2012. Ashley is also the owner of Robert Ashley & Associates, Inc., a business involved in insurance, benefits, and human resources, and serves as a church deacon and a board member for the Museum of Middle Appalachians. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. It offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a range of portfolio management strategies and platform arrangements.