Peter Philipp is a CFP® and CFA® with 26 years of industry experience, currently working at Cambridge Investment Research Advisors since 2005. His prior experience includes self-employment and roles with Cambridge Investment Research, Inc. Outside of advisory work, he has served as an instructor teaching college-credit investment courses at UC Berkeley and is involved in publishing through The Essential Library. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services delivered through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Adam Liquori is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at FSC Securities Corporation. Liquori serves as President and board member of APL Wealth Management Inc. and is a board member of the Laguna Niguel Military Support Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

Stephen Hoem is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities LLC, Nationstar Mortgage, and the Anaheim Ducks Hockey Club. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides a variety of investment strategies, including proprietary models and access to third-party managers, delivered across multiple custody and platform arrangements with both discretionary and non-discretionary options.

Ellen Jampolsky is a CFP® and Series 65 credentialed financial advisor at Cambridge Investment Research Advisors with two years of industry experience. Her prior roles include positions at GEM and Flexfire LEDs. She is also involved as a contractor with FutureNest. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual and institutional clients with financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions, including proprietary and third-party model strategies, delivered through a network of independent financial professionals.