Shawn Edelen is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017, following roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves on the boards of Mount St. Francis Sanctuary and Brandon's House Counseling Center. 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 plan advisory services through independent financial professionals, utilizing a range of portfolio management options and proprietary as well as third-party strategies.

Patrick Gaughan is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding the Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also the owner of BlueCap Financial LLC and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, with investment strategies tailored to client objectives and delivered via multiple platforms.

Michael Joksimovic is a financial advisor with Cambridge Investment Research Advisors in Louisville, KY, holding a Series 63 designation and bringing 39 years of industry experience. His career includes previous roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves as a board member of the Elizabeth L Joksimovic Foundation and owns BlueCap Financial LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management and model-based solutions tailored to client objectives.