Gregory Clifton is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding a Series 63 designation and over 40 years of industry experience. He has been with Cambridge since 2014 and has operated his own business, Clifton Capital Partners, Inc., since 1998. Outside of advising, he serves as chairman of the board for Texas Family Musicals, a nonprofit organization, and is involved in several automotive-related businesses focused on buying, restoring, and selling collector cars. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides both discretionary and non-discretionary management through various platforms and proprietary model strategies under the Founders Gate Capital brand.

Daniel Riecker is a CFP® with 12 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior experience includes roles at Fidelity Investments and Waddell & Reed. Riecker operates out of Fort Worth, TX. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management options.