Anthony Willoughby is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at Kestra Financial Services and as a minority shareholder at Dominick Feld Hyde, P.C. Willoughby serves as a board member of the American Institute on Federal Taxation and is involved in community activities through St. Henry’s Catholic Church in Alabama. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

James Todd is a Series 65-licensed financial advisor at Cambridge Investment Research Advisors with one year of industry experience. His prior work includes roles at Perennial South, LLC, the City of Dothan, and Wiregrass Realty, where he has been involved for three years. He also operates Todd Financial Services, LLC, an independent business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary strategies across multiple platforms.

Stephen Todd is a financial advisor with Cambridge Investment Research Advisors in Dothan, Alabama, holding a Series 66 designation and 17 years of industry experience. He has been with Cambridge Investment Research entities since 2019 and previously worked at Kestra Financial Services from 2016 to 2019. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm supports a range of investment strategies through various custody platforms and provides access to proprietary and third-party model portfolios.