Phyllis Mitchell is a CFP® with 45 years of experience in the financial advisory industry, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include positions at National Planning Corporation and long-term ownership of Phyllis R. Mitchell Financial Services, Inc. She serves as a board member of the Ocean Pines Chamber of Commerce and the Community Foundation of the Eastern Shore and is involved in several nonprofit and community organizations. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment implementation options, combining proprietary strategies with access to third-party managers and emphasizing tailored approaches to client objectives.

Andrea Hastings is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 designations. She has 28 years of industry experience, previously working at National Planning Corporation and Mitchell & Hastings Financial Services. Hastings is also the owner of Andrea Hastings Financial Inc. 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 a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies tailored to client needs.

Steven Sweigert is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. He has 16 years of industry experience, previously working at PKS Investment Advisors, Truist Investment Services, and Edward Jones. Sweigert serves as a board trustee for Atlantic General Hospital and as treasurer for the Atlantic General Hospital Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients through financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions, including proprietary and third-party model strategies, delivered by a network of independent Financial Professionals.