Susan Guo is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Cambridge in 2022, she worked at LPL Financial and spent sixteen years at Corptax Inc. She is the owner of Ren & Associates Tax Services Inc., a tax filing business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various discretionary and non-discretionary strategies across multiple platform arrangements.

Tyler Dempster is a CFP® professional with nine years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has prior experience with Securities America Advisors. Outside of his advisory role, he is involved in financial education as a presenter and author. 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 services through a network of independent Financial Professionals, utilizing a range of strategies and platform options tailored to client objectives.

Karey Rebello is a CFP® professional with eight years of industry experience, currently with Cambridge Investment Research Advisors since 2026. Prior to joining Cambridge, Karey worked at LSF Capital LLC and IWG Investment Advisors LLC. Outside of advisory work, Karey is a 50% owner of LS Financial Group LLC, which holds a minority stake in an affiliated insurance firm. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through independent Financial Professionals using both proprietary and third-party strategies.