Andrew Schumacher is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and Metlife Securities, Inc. Outside of his advisory role, he is an owner and partner of Partners in Planning LLC, a separate business entity. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Curtis Matlin is a ChFC® credentialed financial advisor with 35 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Commonwealth Financial Network, MSI Financial Services, and New England Securities. Matlin serves on the board of the public charity Salute Inc. and volunteers in legacy giving and fundraising for the Phantom Regiment Drum & Bugle Corps. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and both discretionary and non-discretionary management options.