Robert Roland is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 36 years of industry experience. His prior roles include seven years at Lincoln Investment and over two decades as an independent insurance agent at Roland & Roland. He serves as a member of the Zoning Board of Adjustment for the Town of Nelson, NH, and is involved in educating others about budgeting and financial goals. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party model strategies across multiple custody platforms.

Barbara Roland is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 36 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and previously spent seven years at Lincoln Investment. In addition to her advisory work, Roland volunteers with Elm City Church and participates on the Nelson Broadband Expansion Ad Hoc Committee. She is also involved in educating others about budgeting and financial goals. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement-plan advisory services through a network of independent Financial Professionals. The firm employs a range of investment approaches, including proprietary models and third-party strategies, with both discretionary and non-discretionary implementations tailored to client objectives.