Allan Robertson Jr. is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He has held positions at Cambridge Investment Research Advisors and Cambridge Investment Research since 2016, following nine years at Wells Fargo Advisors. He is registered with Series 63 and Series 65 licenses. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Larry Scott is a CFP® professional with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked with Cambridge Investment Research and The Variable Annuity Marketing Company since 1996. Scott is the owner of Scott Financial Planning & Investments LLC in Asheville, NC, where he is active in financial planning and investment advisory services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple portfolio management options, including proprietary models and third-party strategies, under various custody and platform arrangements tailored to client objectives.