Patricia Kazumba is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at Cambridge Investment Research Advisors since 2015. She also maintains an independent insurance agency under the name Legacy Financial. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, tailored to client objectives across multiple custody platforms.

Victorino Manlapaz is a CFP® professional with over 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. In addition to his advisory role, he serves as president of Legacy Financial Group, LLC, and is a board member of the Nassau Village Condo Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, with investment approaches that include proprietary models, third-party strategists, and both discretionary and non-discretionary portfolio management.