Kay Kelton is a CFP® with 22 years of industry experience based in Kerrville, TX. She is affiliated with Cambridge Investment Research Advisors and has prior experience at Quest Capital Management, Howland Advisory Corp, and State Farm VP Management Corp. She is also involved with Finley Financial Services as a W2 employee. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers comprehensive financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Curtis Finley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Cambridge since 2016. Finley serves on the boards of the Peterson Regional Medical Center Foundation and the Kerrville Independent School District. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements.