Andrew Borders is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Cambridge Investment Research Advisors. His career includes roles at Citadel Federal Credit Union, CUSO Financial Services, Wells Fargo Clearing, and Edward Jones. Borders is also an independent insurance agent and owns Plan and Prosper Financial Partners LLC. Cambridge Investment Research Advisors serves 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 a network of independent professionals with a range of portfolio management and model-based investment solutions.

Zachary Cooper is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 designations and two years of industry experience. Prior to joining Cambridge, he held positions at Citadel Federal Credit Union and TD Bank. Cooper is also employed at Plan and Prosper Financial Partners, LLC in a trading-related role. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services delivered through independent Financial Professionals using both proprietary and third-party strategies across multiple platform arrangements.

Ruthanne Monteleone is a CFP® professional with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior experience includes over a decade at CUSO Financial Services and Citadel Federal Credit Union. She is also the owner of Plan and Prosper Financial Partners LLC, a technology services firm. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.