Richard Klenk III is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including PNC Investments LLC, OneDigital Investment Advisors LLC, and Primerica. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals. The firm provides a range of investment solutions across multiple custody and platform arrangements, including proprietary model strategies and access to third-party managers.

Mathew Paul is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding a Series 66 credential and five years of industry experience. He has worked with Cambridge Investment Research since 2020 and is the managing partner of Mayanah Financial Coaching, a financial coaching business he founded in 2015. Paul also serves as a board member of Greenlight House Ministries. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports independent Financial Professionals with multiple portfolio management platforms and proprietary as well as third-party investment strategies.