Sierra James is a Series 66-credentialed financial advisor with 15 years of industry experience. She is currently with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., where she has worked since 2022. Prior to that, she spent over a decade at Cantella & Co., Inc. Outside of her advisory role, she is employed in the food and beverage industry as a W2 employee at Valle Restaurant in Oceanside, CA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions, with options for discretionary and non-discretionary investment strategies.

Gregory James is a financial advisor at Cambridge Investment Research Advisors with 50 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge since 2022, following a long tenure at Cantella & Co Inc from 2003 to 2023. 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 plan advisory services through a network of independent professionals, utilizing various portfolio management platforms and strategies tailored to client objectives.