Michael Mcgee Sr. is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 32 years of industry experience. His career includes long tenures at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance. He is also an independent insurance agent through his firm McGee Wealth Management and is involved in authoring, educating, podcasting, and speaking activities. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Michael McGee Jr. is a Series 66-credentialed financial advisor with 13 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously was with Hornor, Townsend & Kent, Inc. from 2013 to 2018. Outside of advising, he teaches continuing education courses for CPAs and is involved as an author, educator, podcast host, and speaker. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple platform arrangements and a range of discretionary and non-discretionary strategies tailored to client objectives.

Katie Kovich Edling is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds the Series 66 designation and has worked at several firms, including LPL Financial and Strategic Wealth Advisors Group. Outside of her advisory role, she is an owner of The KME Group, a separate business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Keri Wile is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Fruth Investment Management and the Katy Independent School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple custody platforms and a mix of proprietary and third-party strategies.

Giao Vo is a CFP®-certified financial advisor with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2024, Vo worked at Ameriprise and Primerica. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various portfolio management and platform options tailored to client objectives.