Jeffrey Bradshaw is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2011. Outside of advising, Bradshaw is a licensed real estate agent and serves as a board member for the Ten Talents Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of platform options and proprietary model strategies.

Ellen Field is a ChFC® and Series 66 credentialed financial advisor with 39 years of industry experience. She has been with Cambridge Investment Research Advisors since 2010. In addition to her advisory role, she is active as an independent insurance agent and is involved in marketing long-term care and Medi-Cal benefits, as well as working as a real estate agent in Northern California. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning and investment management through a network of independent professionals, utilizing a range of portfolio and model-based solutions tailored to client objectives.