Nancy Schulze is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 18 years of industry experience. She has been affiliated with Cambridge since 2013 and is involved with Literacy Instruction For Texas, a nonprofit organization where she serves as treasurer. Schulze also maintains leadership roles in several family and independent financial entities originating in 1992 or earlier. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored strategies and a variety of portfolio management options across proprietary and third-party platforms.

Kenneth Thomson is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX. He holds Series 63 and Series 66 licenses and has 32 years of industry experience, including 15 years with Cambridge. Outside of his advisory role, he coaches youth lacrosse, including teams involving his children. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a range of portfolio management options and access to proprietary and third-party strategies, with both discretionary and non-discretionary implementations tailored to client objectives.