Clyde Patton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Cambridge since 2011 and is also involved as a real estate agent with Keller Williams Realty and owner of multiple real estate entities in New Orleans. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary models and access to third-party managers, with options for discretionary and non-discretionary portfolio management.

David King is a CFP® professional with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. His background includes roles at Cambridge Investment Research, Inc., and Insurance Procurement Services. In addition to his advisory work, he is licensed as an independent insurance agent, mortgage loan originator, and notary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, trusts, and estates. 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.

Monika Crossley is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 18 years of industry experience, including roles at Cambridge Investment Research Advisors since 2015 and Guardian Life Insurance Company of America since 2011. Outside of her advisory work, she serves as volunteer secretary for FLASH GNO Homeschool Central, a scholastic organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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 using a range of portfolio management strategies and platform arrangements.