David Henley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and having eight years of industry experience. Prior to joining Cambridge, he worked at Chem-Trend L.P. as a senior technical specialist. He is co-owner of A&O Financial Services, LLC, and owns Henley Sales and Consulting, LLC, a retail sales and distribution business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals. The firm offers multiple portfolio management strategies and platform options, incorporating both proprietary and third-party model solutions.

Rosalie Henley Crownover is a financial advisor with Cambridge Investment Research Advisors in Manchester, TN, holding the Series 63 designation and over 32 years of industry experience. She has worked with Cambridge since 2011 and has been an independent insurance agent at Bush Insurance Agency since 1975. Outside of her advisory role, she serves as Vice President of the Manchester Kiwanis Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple custody and platform arrangements alongside proprietary and unaffiliated model strategies.