Frederic Hoffman IV is a financial advisor with Cambridge Investment Research Advisors in Arlington Heights, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2013. Outside of his advisory role, he volunteers as a coach with the Buffalo Grove Recreation Association and the Buffalo Grove Park District. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management, offers access to third-party advisors and proprietary model strategies, and manages a multi-billion dollar asset base through thousands of financial professionals.

Julie Segerson is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 designations and has 22 years of industry experience. She has been associated with multiple related entities since 2004, including Associated Planning Services, Inc., where she also works as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Joseph Carroll is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 20 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2008 and was previously employed at Signator Investors, Inc. from 2006 to 2008. Outside of his advisory role, Carroll serves as president of CJX Consulting, Inc. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Frederic Hoffman III is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and 42 years of industry experience. He has been associated with several related firms since 1986, including The Guardian Life Insurance Company and Associated Pension Services, and has served as a head and assistant coach for youth sports teams in Arlington Heights since 1993. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through thousands of Financial Professionals and multiple platform options.