Tyler Witman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at several firms, including Ameritas Investment Corp, Capital Choice Investment Advisers, and Manatee River Financial Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a variety of portfolio management and advisory strategies tailored to client objectives.

Patricia Freehling is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. She has been with Cambridge Investment Research Advisors since 2009. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, providing both discretionary and non-discretionary strategies tailored to client objectives.

Kelly Cartier is a CFP® professional with 28 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2009. Her background includes roles as an independent insurance agent and involvement in business consulting. She is also active in nonprofit work, serving as a board member of the Greater Clermont Cancer Foundation and as secretary for Companions for Courage Inc. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement plans, charitable organizations, and other clients through a network of independent financial professionals. The firm offers a range of financial planning, investment management, and retirement plan advisory services with both proprietary and third-party strategies across multiple platform arrangements.