Jerry Grimes Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Cambridge since 2014 and also operates Grimes Financial Services, Inc., where he serves as president. Outside of his advisory work, he is involved in community and nonprofit activities, including serving as a board member and membership secretary for the Piedmont Handgunners Association and as a board member for the Davidson County Education Foundation. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and custodians and develops proprietary model strategies under the Founders Gate Capital brand.

Cody Beck is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2019. Beck also serves as a board member on the finance committee of the Kamp Kiwanis Children's Foundation. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm offers both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.