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Matthew S

CFA®, Series 63

Brentwood, TN

Cambridge Investment Research Advisors

Matthew Stalcup is a CFA® charterholder affiliated with Cambridge Investment Research Advisors. He has one year of industry experience, including roles at Aegis Capital Corp and LPL Financial prior to joining Cambridge. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Jessica J

CFP®, Series 66

Brentwood, TN

Cambridge Investment Research Advisors

Jessica Jung is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with Cambridge Investment Research Advisors, having joined in 2025, and previously worked at firms including Aegis Capital Corp, LPL Financial, and Morgan Keegan & Company, LLC. Outside of her advisory role, she is involved as president of Vast Medical, a company that collects and stores medical data, and serves on the advisory board of Partners Financial. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management, access to third-party advisers and sub-advisors, and proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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