Kay Kelton is a CFP® professional with 22 years of experience in the financial services industry. She is currently with Cambridge Investment Research Advisors and has prior experience at State Farm, Quest Capital Management, Raymond James Financial Services, and Banc of America Investment Services. Kelton is based in Kerrville, TX. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management and platform options.

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.