Bryan Renner is a CFP® with 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and previously worked at New England Securities for nine years. Outside of his advisory role, he owns and operates a tree farm focused on timber and agricultural purposes. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and offers proprietary model strategies through its Founders Gate Capital brand.

Nicholas Coletta is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience and has also worked with Pointer Creek Wealth Management. Outside of his advisory role, he is involved as a W2 employee with B Renner LLC. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers multiple platform options, proprietary model strategies, and access to unaffiliated third-party advisers.