Robert Overton is a CFP® professional with 22 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2011. He also works as an independent insurance agent specializing in fixed life, disability, and long-term care insurance. Outside of finance, he performs as an accordion player at occasional non-solicited events and serves on the personnel committee at Leawood Baptist Church. 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 offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Nick Kendall is a CFP® with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked with Cambridge since 2015. In addition to his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, using a range of strategies across multiple custody platforms.

Stacy Huffhines is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors and affiliated entities, where she has worked since 2016. She has 12 years of industry experience. Outside of her advisory role, she works part-time as a cashier at Sprouts Farmer Market. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various portfolio management platforms and strategies tailored to client objectives.