Craig Fowler is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2019. Outside of advisory work, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides multiple investment implementation options and proprietary model strategies, with documented controls for conflicts of interest related to affiliated strategies.

Quentin Ledford is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2013 and at Valic Financial Advisors since 2010. Ledford is also involved as an independent insurance agent with AFC-MD Benefits Consultants LLC and has additional business activities related to insurance services. Cambridge Investment Research Advisors serves a broad mix of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers diversified investment implementation options, including proprietary models and access to unaffiliated strategists, and maintains institutional features such as advisor transition loans and equity participation arrangements.

Richard Disharoon is a CFP® practitioner affiliated with Cambridge Investment Research Advisors, with 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, Disharoon serves as a board member of a nonprofit organization and works as an independent insurance agent, selling life, disability, and long-term care insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary portfolio strategies across multiple platforms.

Joseph Moore is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at LPL from 2012 to 2019 before joining Cambridge in 2019. Outside of advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, using a variety of portfolio management approaches and platform arrangements.

William Bowen is a CFP® with 47 years of industry experience, currently serving as an Investment Advisor Representative at Cambridge Investment Research Advisors since 2023. He previously held roles at Cambridge Investment Research, Inc. and AMG Financial Strategies, Inc. Bowen also acts as an independent insurance agent and has served as a FINRA arbitrator since 2003. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of independent professionals, providing tailored strategies across various platform arrangements and incorporating both proprietary and third-party investment solutions.