Steven Johnson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked previously at Kestra Investment Services, Bank of America, and Merrill. Outside of his advisory role, he serves as treasurer for the Addison Elementary School PTA and owns Booker & Company Consulting LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and retirement-plan sponsors with financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through independent Financial Professionals, including discretionary and non-discretionary strategies across multiple platforms and proprietary as well as third-party models.

Henry Coker is a ChFC® credentialed financial advisor with 52 years of experience, currently affiliated with Cambridge Investment Research Advisors since 2019. His prior experience includes Kestra Financial Services and Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he is involved in several related business activities, including ownership and principal roles in AdvisorySouth LLC and related entities focused on advisory and insurance services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through independent Financial Professionals, with options including proprietary models and access to third-party managers, supporting both discretionary and non-discretionary strategies.