Sanjay Shah is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He has been with Cambridge Investment Research since 2014 and previously worked at Merrill from 2012 to 2014. In addition to his advisory role, Shah is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and custodians, providing both discretionary and non-discretionary management along with proprietary model strategies.

James Wallace III is a CFP® professional with 19 years of industry experience, currently serving at Cambridge Investment Research Advisors. He has previously worked at Lincoln Financial Securities Corporation, Securities America Advisors, Osaic FS, and Equitable Advisors. Outside of his advisory role, he is an independent insurance agent affiliated with Oakhouse Advisors in Cary, NC. Cambridge Investment Research Advisors serves a diverse clientele including individual, pension, and charitable organization clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.