Logan Elliott is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Kestra Advisory and Wells Fargo Advisors. He is also owner of Tru Wealth Management, where he manages office operations and client financial planning. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based strategies tailored to client objectives.

Raymond Mc Caffrey IV is a financial advisor with Cambridge Investment Research Advisors in Mobile, AL, holding a Series 66 designation and four years of industry experience. Prior to joining Cambridge in 2026, he worked at Kestra Advisory and Kestra Investment Services from 2022 to 2026 and spent 14 years at Quality Valve Inc. He is also involved in insurance sales and services through Spur Wealth and assists clients in portfolio management at Tru Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

James Ollis III is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 43 years of industry experience, including roles at Kestra Advisory and Wells Fargo Advisors. He also operates Ollis Wealth Management, providing advisory and registered representative services primarily through Kestra entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals who tailor strategies across multiple platforms and custody arrangements.