Kimberly Gaxiola is a CFP® professional with 27 years of industry experience, currently with Cambridge Investment Research Advisors where she has worked since 2010. Her prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She also serves as a board member of Informed Choices, a nonprofit organization. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Victor Gaxiola is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory work, he serves as a director managing curriculum for Leadership Morgan Hill and is a council member with Gerson Lehrman Group, providing consulting and coaching. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.