Ryan Schachtner is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge Investment Research Advisors since 2020. Prior to that, he was with OneAmerica Securities, American United Life, and Securian Financial Services. Outside of advisory work, he is CEO of Caroline Asset Management, an independent insurance agency, and 1Market Street, LLC, a book sales and speaking business. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Michael Bird is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, and Edward Jones. He is also president of Everest Retirement, a separate business activity based in Fort Mill, South Carolina. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various account platforms, proprietary model strategies, and access to third-party advisers.