Hunter Stewart is a financial advisor with Cambridge Investment Research Advisors in Birmingham, AL, holding the ChFC® and Series 63 credentials and bringing 35 years of industry experience. Prior to joining Cambridge in 2022, he worked for CONCOURSE FINANCIAL (formerly ProEquities, Inc) for 23 years and has operated his own independent insurance agency since 1987. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody and platform arrangements with both discretionary and non-discretionary strategies tailored to client goals.

William Hartsfield is a financial advisor with Cambridge Investment Research Advisors in Birmingham, AL, holding a Series 65 credential and over 45 years of industry experience. His prior work includes nearly two decades with Concourse Financial Group Securities (ProEquities) and operating under his own business name since 1975. He also serves as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. 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 custodial arrangements tailored to client objectives.

Trey Novara is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research, Concourse Financial, and ProEquities Inc., and is also owner of Live Oak Partners LLC and Independence Financial Group, where he is involved in both advisory and insurance activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals, utilizing a variety of portfolio management and model-based strategies tailored to client objectives.