Spencer Neal is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and has a longer history with Cambridge Investment Research, Inc dating back to 2008. Neal serves as a board member and chairman of the Baltimore Washington Medical Center Foundation and holds positions on several other nonprofit boards, including the Clemson Regional Board of Directors. He is also the owner and CEO of The Absolute Club, a golf membership travel business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing 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 variety of portfolio management approaches and platforms tailored to client objectives.

Warren Brockett is a Series 66-licensed financial advisor with 21 years of industry experience, currently working with Cambridge Investment Research Advisors since 2024. He previously worked at MML Investors Services and MassMutual from 2018 to 2024, and AXA Advisors LLC from 2013 to 2018. He serves as a board member for both BWMC Next Generation Board and WoodSwise. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management strategies and platform options.

James Denora is a CFP® with 24 years of industry experience and has been with Cambridge Investment Research Advisors since 2010. He serves as CFO of the Certified Financial Planner Board of Standards Inc., overseeing its financial activities. Denora is also Treasurer of the Anne Arundel Conflict Resolution Center and is active as a community volunteer with Epping Forest, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

Yashar Gogerdchi is a CFP® professional with 19 years of industry experience, currently serving with Cambridge Investment Research Advisors. His career includes roles at Cambridge Investment Research, Summit Financial Group, Anchor Wealth Planning, Grove Point Investments, and Citigroup Global Markets. He serves as a board member for Triton Woods Community HOA and is also involved in tax preparation and independent insurance agency work. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, organizations, and retirement-plan sponsors. The firm offers a variety of investment implementation options and proprietary model strategies while maintaining formal compliance and supervisory processes.