Rebecca Stevens is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge in 2022, she worked at Morgan Stanley and Morgan Stanley Private Bank from 2019 to 2022. Outside of her advisory role, she has been a part-time yoga teacher since 2014. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management strategies across multiple custody platforms.

James Ellis is a financial advisor with Cambridge Investment Research Advisors in Altoona, PA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Outside of his advisory role, he is the owner of AZJE LLC, a personal investment-related entity. 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 services through a network of independent Financial Professionals and provides a range of investment management and financial planning solutions tailored to client objectives, with both proprietary and third-party strategies available.

Amy Seltzer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2011 and has operated Seltzer Financial Strategies since 2004. Outside of her advisory work, she serves as co-treasurer of the Agudath Achim Sisterhood and is a board trustee of The Georgio Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals using a range of portfolio management approaches and custody arrangements.