Adam Udy is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2015 and previously held roles at Tricor Advisory Services, UBS Financial Services, Banc of America Investment Services, and Merrill. Udy serves as a board member of the University of Nevada, College of Fine Arts Advocacy Board. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies and multiple platform options for discretionary and non-discretionary management.

Joseph Ayers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, TIAA-CREF, Regal Advisory Services, and Banc of America Investment Services. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a substantial asset base and offers services through multiple platforms, including proprietary model strategies and access to third-party advisers.

Chisum Preble is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and eight years of industry experience. His prior roles include positions at UBS Financial Services and Merrill. He also operates Preble Consulting, a business he has managed since 2011. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension funds, and charitable organizations, offering services such as financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and proprietary model strategies.

Linnette Stauffer is a financial advisor with Cambridge Investment Research Advisors in Las Vegas, NV. She holds Series 63 and Series 66 designations and has eight years of industry experience, all with Cambridge Investment Research. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides various account platforms, discretionary and non-discretionary management, and proprietary model strategies under the Founders Gate Capital brand.