Walter Scott is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 29 years of industry experience. He previously worked at Signator Investors, Inc. and has operated the Law Office of Walter K. Scott since 2003, providing legal services alongside his advisory role. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm uses a range of portfolio management strategies and platforms, combining proprietary and third-party model solutions with both discretionary and non-discretionary implementation.

Thomas Whelan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Cambridge since 2018 and previously spent 11 years at Signator Investors Inc. Whelan serves as a finance board member for Spring Point Senior Living. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and platforms tailored to client objectives.