Roger Conde is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, having worked previously at firms including Founders Financial Securities, JLife Wealth Management, Ira Wealth Management, First Allied Securities, and Pacific Retirement Advisors. In addition to his advisory role, he is an independent insurance agent for various companies. 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 professionals utilizing a range of portfolio management and model-based solutions.

Kelley Le Bica is a Series 66-credentialed financial advisor with 11 years of industry experience. She is currently with Cambridge Investment Research Advisors and has prior experience at JLife Wealth Management, Founders Financial Securities, First Allied Securities, and California Retirement Advisors. In addition to her advisory role, she is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals. The firm provides a range of portfolio management solutions with both proprietary and third-party strategies, delivered via multiple platform arrangements tailored to client objectives.