Connor Todd is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 16 years of industry experience, including over 15 years with Cambridge. Todd also serves as an independent insurance agent and is a board member of the St. Jude Golf Classic Tournament, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing various portfolio management and model-based solutions.

Douglas Ulrich is a financial advisor at Cambridge Investment Research Advisors with the designations ChFC® and Series 63. He has 50 years of industry experience and has been with Cambridge Investment Research Advisors since 2005. In addition to his advisory role, he owns and operates Financial Security Associates, an independent insurance agency. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of portfolio management approaches and proprietary models.