Theodore Grant III is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 12 years of industry experience. His career includes roles at firms such as Equitable Advisors and Purshe Kaplan Sterling Investments. He is also involved as a Senior Associate with Brant Hickey, working on structured annuities for personal injury settlements. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and both proprietary and third-party model strategies tailored to client objectives.

Jodi McMahon is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. She has 35 years of industry experience, including over a decade at Cambridge Investment Research Advisors. Outside of her advisory role, she is involved in credit card processing sales through Progress Merchant Service Solutions, LLC. 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 plan advisory services through independent Financial Professionals, utilizing proprietary and third-party model strategies and multiple platform arrangements.