Donald Irwin is a financial advisor with Cambridge Investment Research Advisors based in Charlotte, NC. He holds the Series 66 designation and has 22 years of industry experience, including sixteen years with Lincoln Financial Securities Corporation. Outside of his advisory role, he serves as a committee member for mental health services at Sanctuary Counseling Group and is involved in his local religious organization, St. Francis United Methodist Church. 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 advisory services through a network of independent professionals, providing a range of portfolio management solutions and model-based strategies tailored to client objectives.

Jason Dockery is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He previously worked at Wells Fargo for 18 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, 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 multiple custody platforms and both proprietary and third-party model strategies.