Monte Ferguson is a CFP® certificant with 31 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Fort Worth, TX. He has worked with Cambridge since 2008 and previously held roles at First Command Brokerage Services and First Command Bank. In addition to his advisory work, he serves as an independent executor of wills and estates and is the owner of Pivotal Financial Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Harry Consaul III is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding a CFA® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at First Command Bank and First Command Brokerage Services. Outside of his advisory role, he owns Pivotal Financial Advisors, an independent insurance agency. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement plan advisory, and wrap-fee programs through a broad network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Charles Wade Jr. is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at First Command Brokerage Services and First Command Bank. Wade currently serves as an Investment Advisor Representative with Pivotal Financial Advisors. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals and multiple platform options.