Monte Ferguson is a CFP® professional with 30 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research Advisors and its related entities since 2008 and has been associated with Continuity Partners Group, LLC since 2016. Additionally, Ferguson operates Pivotal Financial Advisors LLC as an independent insurance agent and serves as an independent executor of wills and estates. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals, using a variety of portfolio management and advisory strategies tailored to client objectives.

Harry Consaul III is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2009. In addition to his advisory role, he is the owner of Pivotal Financial Advisors and is involved in insurance-related activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals using a range of portfolio management strategies and platforms.

Charles Wade Jr. is an investment advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014 and is also associated with Pivotal Financial Advisors. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of portfolio management approaches and platform arrangements.