Carolyn Williams is a CFP® professional with 29 years of industry experience. She has been with Cambridge Investment Research Advisors since 2010. In addition to her advisory role, she serves as a board member of a nonprofit organization in Carrollton, TX. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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, employing a range of portfolio management and model-based solutions.

Kathryn Gillette is a CFP® professional with 17 years of industry experience, currently serving at Cambridge Investment Research Advisors. She has been with Cambridge Investment Research, Inc. since 2009 and has experience with Gilbert Financial Services and Mml Investors Services Inc. Gillette is also involved as a volunteer with The Gatehouse in Grapevine, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary models and third-party strategies, tailored to client objectives across multiple custody and platform arrangements.