Kathleen Reeves is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. Her career includes positions at UBS Financial Services and FSC Securities Corporation. She is also the owner of Beitler Financial Group, a separate financial services entity based in Boca Raton, FL. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of platforms and proprietary model strategies while supporting both discretionary and non-discretionary management approaches.

Jonathan Beitler is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. His prior roles include positions at FSC Securities Corporation, Raymond James Financial Services, and UBS Financial Services. Outside of financial advising, he is CEO and co-owner of Trinity Creek Farms, a livestock sales and leasing business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, supports both discretionary and non-discretionary management, and develops proprietary model strategies under the Founders Gate Capital brand.