Nancy Rodriguez is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Cambridge since 2016. Rodriguez serves on the boards of the Gladys Porter Zoo and Saint Joseph Academy, and also holds a director position with Valley Municipal Utility District No. 2. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals who deliver tailored investment strategies across multiple platform arrangements.

Robert Richardson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and also leads Bob Richardson & Associates, Inc., which he founded in 1986. Richardson serves as a director at the International Bank of Commerce in Brownsville, Texas, a role he has held since 1986. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary model strategies and multiple platform arrangements tailored to client objectives.