Sigrid Daugaard is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has been with Cambridge Investment Research Advisors since 2016 and also manages Mountain Wealth Management, LLC, a registered investment advisory practice. Daugaard is additionally licensed as an independent insurance agent and serves as a successor trustee in several trusts. 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 advisory services through a network of independent advisors, employing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Mitchal O'hare is a Certified Financial Planner® with 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and also has a longstanding affiliation with Life Investors. In addition to his advisory role, he owns Mountain Wealth Management LLC and has worked as an independent insurance agent. 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 services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.