Carl Bass is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 47 years of industry experience. His career includes roles at Grove Point Investments, H. Beck, Inc., and leadership at Bass Financial Strategies, Inc. He serves as a senior elder at Westover Church and is a board member of Horsepower, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm offering financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides tailored strategies through various custody platforms and combines proprietary and third-party model solutions.

Todd Adams is a CFP® professional with 21 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Grove Point Investments and H. Beck, Inc. He serves as Vice Chairman of the local board of administration for Shady Grove Wesleyan Church, where he is involved in several committees. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of portfolio management options and model-based solutions through a network of independent financial professionals.