Lucila Williams is a CFP® and ChFC® affiliated with Cambridge Investment Research Advisors in Denver, CO, with 22 years of industry experience. She previously worked at Lincoln Financial Securities Corporation for nine years before joining Cambridge in 2021. Outside of her advisory role, she owns a practice management coaching and consulting business, The International Advisor. 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 financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing tailored strategies across multiple platform arrangements and both discretionary and non-discretionary management options.

Leslie Elson is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. Before joining Cambridge in 2021, Elson worked at NYLIFE Securities, LLC and New York Life Insurance Company from 2018 to 2021. Outside of advising, Elson is president of Graceful Transitions, a networking group based in Denver. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides multiple investment implementation options and proprietary model strategies alongside unaffiliated strategists, supporting tailored approaches to client objectives.