Todd Ille is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds the Series 66 designation. His prior work includes roles at Edward Jones, Cabot Lodge Securities, Premium 72 Capital, and Dempsey Lord Smith, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base 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 professionals, providing a range of investment approaches and platform solutions tailored to client objectives.

Coleman Goldsmith is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 33 years of industry experience. His prior roles include positions at Sandlapper Wealth Management, Cabot Lodge Securities, and Premium 72 Capital. In addition to his advisory work, he sells long-term care insurance and operates an investment advisory practice through Hyde Park Wealth Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers tailored investment strategies via multiple platforms and a range of portfolio management solutions, supported by institutional features such as equity participation and formal compliance processes.