Johnatan Mendez is a financial advisor with Cambridge Investment Research Advisors based in Bellevue, WA. He holds a Series 66 designation and has been with Cambridge Investment Research Advisors and related entities since 2025. Prior to his advisory role, he held various positions including at The Boeing Company and University of Washington Tacoma. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management solutions and platform arrangements tailored to client objectives.

Jennifer Bromberg is a CFP® professional with eight years of experience in financial advising. She has worked at Cambridge Investment Research Advisors since 2018 and previously held roles at U.S. Bank from 2015 to 2018. Bromberg serves as Vice President and Board Member of the Sammamish Chamber of Commerce and is involved in career and personal management coaching. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement-plan sponsors, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Nikhila Vakulabaranam is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. Her background includes roles at Arcesium India Private Limited, Goldman Sachs Services Private Limited, and Amazon Development Centre India, as well as academic positions at Seattle University and Kakatiya University. Cambridge Investment Research Advisors is a large SEC-registered adviser 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 a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Riley Williams is a financial advisor with Cambridge Investment Research Advisors in Bellevue, WA, holding a Series 66 credential and 1 year of industry experience. Prior to joining Cambridge, Williams worked for PorchLight for five years. Outside of advisory work, Williams is involved with PorchLight as support staff and acts as a referral source for AP Tax LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a range of portfolio management approaches and provides access to both proprietary and third-party investment strategies.