Susan Vargason is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ. She holds Series 63, 65, and 66 licenses and has 32 years of industry experience. Her prior work includes positions at DFPG Investments, Inc. and VSR Financial Services, Inc. She is also the owner of a real estate company in Gilbert, AZ. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through various platforms and third-party advisors.

Mari Lloyd is a CFP® professional affiliated with Cambridge Investment Research Advisors, with 26 years of industry experience. She previously worked at Merrill, Wells Fargo Clearing, and J.W. Cole Advisors, among other firms. Lloyd serves as an independent trustee for an irrevocable trust and works as an employee of a legal services firm. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies.

Susanne Venberg is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over eight years of industry experience. She previously worked at Edward Jones and Newell Brands and has operated Susanne Venberg Consulting since 2011. Venberg serves as a board member of the National Concierge Association and the Arizona Christian Chamber of Commerce, and she is also involved as a Cabi Clothing influencer. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, manages a multi-billion dollar asset base, and provides access to proprietary model strategies and third-party advisers.

Robert Young is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 28 years of industry experience. His prior roles include positions at Merrill and Hardy Asset Management. He is also vice president and membership committee chair of a local networking group in Gilbert, Arizona, and owns Blue Dot Wealth Management. Cambridge Investment Research Advisors serves a diverse client base comprising individual and institutional investors, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory services, and wrap-fee programs through multiple platforms and maintains proprietary affiliated model strategies under the Founders Gate Capital brand.