Jeffrey Gigax is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 29 years of industry experience and has been with Cambridge since 2010. Outside of his advisory role, he is involved in independent insurance sales and mortgage origination. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial wellness services. The firm provides multiple investment implementation options through proprietary and third-party strategies tailored to client objectives.

James Mound is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he owns and operates Financial Resources Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, providing tailored strategies across multiple custody and platform arrangements.