Roger Conde is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has held roles at multiple firms including Founders Financial Securities, JLife Wealth Management, and Pacific Retirement Advisors. Conde is also an independent insurance agent and owner of JLife Wealth Management, an advisory business. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

Kelley Le Bica is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience and holds a Series 66 designation. Her prior roles include positions at JLife Wealth Management, Founders Financial Securities, First Allied Securities Inc, and California Retirement Advisors. She is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.