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Whitney G

Series 66

Adair, OK

Cambridge Investment Research Advisors

Whitney Gum is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Cambridge Investment Research Advisors and has previously worked at United Planners' Financial Services of America and KPMG LLP. Outside of advisory work, she is involved with ENJ Financial LLC, a tax firm, and Hummel Water Well Services, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various investment platforms and both proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Kindsey E

Series 65, Series 63

Adair, OK

Cambridge Investment Research Advisors

Kindsey Ely is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and 13 years of industry experience. Prior to joining Cambridge in 2022, Ely worked with United Planners' Financial Services of America and Avantax firms. Outside of financial advising, Ely owns and operates a radio station, Blue Sky Media, and manages a local revival event series called Everyone Needs Jesus. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a range of portfolio management and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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