Perry Smith is a ChFC® credentialed financial advisor with 41 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007 and operates his own consulting business focusing on tax planning and business consulting. In addition to his advisory work, he is an independent insurance agent and a real estate broker. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory through multiple platforms and proprietary model strategies.

Barbara Crnkovich Smith is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2021. She has 23 years of industry experience, including 30 years at Wells Fargo bank and five years at Wells Fargo Clearing. Outside of her advisory role, she is involved with Perry L Smith Consulting as an independent insurance agent and in investment-related activities. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, managing a multi-billion dollar asset base through thousands of financial professionals.

Robert Mc Allister is a financial advisor with Cambridge Investment Research Advisors in Bellevue, WA. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Federal Express and has been president of West Seattle Mortgage, Inc. since 2002. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.