David Goldberg is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Inc. and Cambridge Investment Research Advisors since 2021. Outside of his advisory role, he serves as interim CEO and board member for Individualized Medicine, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, managing a multi-billion dollar asset base and offering services through multiple platforms and custodians.

Jennifer Johnson is a CFP®-credentialed financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She has held roles at multiple firms including Lighthouse Wealth Management and SII Investments, Inc., and maintains ownership of JLJ Financial and Jennifer L. Johnson, LLC, through which she sells and services long-term care and life insurance products. Additionally, she is involved with Audio-Video Group, LLC, a company specializing in design and installation of commercial audio and video systems. Cambridge Investment Research Advisors serves a varied client base that includes individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates multiple platforms and proprietary model strategies to support both discretionary and non-discretionary management.