Kathryn Doherty is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Chicago, IL. She has two years of industry experience and has previously worked with Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, and Focus Partners Wealth, LLC. Outside of finance, she has a background at Smith College and experience with East Coast Custard. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, utilizing various custody platforms and model strategies.

David Cohn is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. His prior roles include positions at Infinex Investments Inc. and South Central Bank N.A. In addition to his advisory work, he is involved as an independent insurance agent with Gustin Consulting Group Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both proprietary and third-party investment strategies across multiple platform arrangements.

Toireasa Moran is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She previously worked at Morgan Stanley in various roles from 2017 to 2024. Moran serves as a committee member for Lilac Tree, a nonprofit civic organization, and sits on the board of the Our Lady of Victory Missionary Sisters Community Support Trust. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement-plan sponsors, and charitable organizations, providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers multiple investment implementation platforms with a range of discretionary and non-discretionary portfolio management strategies and maintains both proprietary and unaffiliated model solutions.

Kaitlin Ochab is a financial advisor with Cambridge Investment Research Advisors in Chicago, IL, holding a Series 66 designation and 11 years of industry experience. She previously worked at Morgan Stanley and Fifth Third Bank during her career. Outside of her advisory role, she is involved in investor relations and administrative work for an RIA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals. The firm provides multiple portfolio management options, proprietary and third-party strategies, and maintains formal compliance processes and conflict-of-interest controls.

Shane Gornik is a CFP® professional with 22 years of industry experience, currently with Cambridge Investment Research Advisors. His career includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities. He holds licenses including Series 63 and Series 66. Outside of his advisory role, he is also licensed as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. Cambridge Investment Research Advisors serves a diverse client base—ranging from individual investors to institutional retirement-plan sponsors—offering financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through a network of independent advisors utilizing proprietary and third-party strategies across multiple platforms.