Robert Mann is a financial advisor with Cambridge Investment Research Advisors in Fort Mill, SC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Lincoln Financial Securities for seven years before joining Cambridge in 2019. Mann is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and other clients through a network of independent financial professionals. The firm offers a range of services, including financial planning, investment management, and retirement plan advisory, with investment implementation tailored to client objectives across multiple platforms and custodians.

Carter Mathiason is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior experience includes roles at Morgan Stanley and Florida Financial Advisors, as well as academic positions at Appalachian State University and Lake Norman High School. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation platforms and maintains proprietary strategies alongside access to third-party managers.