Richard Punturo is a CFP® professional with 25 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at Cambridge since 2013 and has maintained his own accounting and financial services firms for over two decades. Punturo also serves as a director of the Nassau/Suffolk chapter of the National CPA organization and is co-chair of a committee for the Long Island Alzheimer Foundation's annual event. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, with multiple platform options and both discretionary and non-discretionary investment strategies.

Alexa Punturo is a Series 66-credentialed financial advisor with one year of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior work includes roles at Punturo Financial Services, Inc., ADP, and XeneX.ai, as well as academic experience at Binghamton University. 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 advisory services through a broad network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Paul Schifter is a CFP® with 44 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge since 2017 and previously at Investacorp, Inc. for 18 years. Outside of his advisory role, he serves as an independent insurance agent and manages an insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm utilizes multiple custody and platform arrangements, offers proprietary and third-party investment strategies, and supports tailored approaches ranging from discretionary management to tactical and market-timing strategies.

Dean Giella is a CFP® professional with 32 years of experience in the financial services industry. He is affiliated with Cambridge Investment Research Advisors and GS Investment Planning, LLC, where he has worked since 2013 and 2018, respectively. Giella also holds a Series 63 license and has prior experience with Financial Educational Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement advisory through a network of independent Financial Professionals using various portfolio management and model-based solutions.