Ramon Valdez Jr. is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at J.W. Cole Advisors, Raymond James Financial Services, and Wells Fargo Advisors. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary models and third-party strategies across various platform arrangements.

Henry Miketa is a financial advisor with Cambridge Investment Research Advisors holding Series 65 and Series 66 credentials and six years of industry experience. He has worked at Athos Capital Advisors, LLC and Monticello Associates prior to joining Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a variety of portfolio management options and proprietary as well as third-party strategies.