Henry Summer is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 license, and has 39 years of industry experience. He is also a CPA and attorney with over 50 years of professional experience, including prior roles at Avantax Advisory Services and extensive independent practice. Outside of his advisory work, he serves as a board member and treasurer for the Newberry Area Council on Ministries of the United Methodist Church. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management and model-based solutions tailored to client objectives under multiple custody and platform arrangements.

Buford Glover is a CFP® with 21 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2020. His prior experience includes roles at Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services. Glover also serves as an independent insurance agent and is a board member of Central United Methodist Church in Newberry, SC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing both proprietary and third-party investment strategies across multiple platforms.