Kathleen Bowen is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. She has 40 years of industry experience, including ten years at Crown Capital Securities and extensive self-employment since 1998. Bowen is president of Mind's Eye Resource Management LLC, a trading-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through a network of independent Financial Professionals and maintains proprietary and unaffiliated model strategies.

Gavin Jones is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Crown Capital Securities and Foresters Advisory Services. Jones is also involved in MIND'S EYE RESOURCE MANAGEMENT LLC, a business related to trading activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers various investment strategies and platforms, including proprietary and third-party models, with options for both discretionary and non-discretionary management.