Timothy Lott is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at HUB International and Sun Life Insurance. Outside of his advisory work, he spends a portion of his time involved in trading activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

James Adams is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and bringing 30 years of industry experience. His prior roles include positions at Global Retirement Partners, HUB International, Tapfin/EY, MFS Advisors, and Transamerica. 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 through a broad network of independent Financial Professionals. The firm provides multiple investment implementation options and maintains proprietary and third-party model strategies, with documented controls around affiliated-strategy economics and a range of institutional features.

Abdiel Ellis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior firms include Global Retirement Partners, PNC Capital Advisors, and HUB International Investment Services. He is also employed by Enos Consulting Group, Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions under various custodial platforms, combining proprietary strategies with access to third-party managers.

Constantine Eleftheriades is a Series 65-licensed advisor with four years of industry experience. He currently works at Cambridge Investment Research Advisors and previously spent five years with Traphagen Investment Advisors LLC. His background also includes roles in education and healthcare services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a wide network of independent Financial Professionals, offering various portfolio management approaches and platform options tailored to client objectives.