Katelin Kalik is a Series 66-registered financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She has worked at Cambridge Investment Research since 2018 and previously at Capital Choice Financial Group. Outside of her advisory role, she founded the Mesa Machine Knitting Club, an arts and performing arts group. 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 plan services through independent financial professionals, employing a range of strategies from proprietary models to third-party managers under various custody and platform arrangements.

Ryan Fullmer is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Cambridge, he worked at Cellular Sales of Knoxville Inc and McDonald’s. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Lori Crilley is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Her prior roles include positions at Ameritas Investment Corp., Capital Choice Investment Advisers, and CCF Investments, Inc. Outside of her advisory work, she is involved as an independent insurance agent and operates LC Financial LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charities, and trusts. The firm offers a range of financial planning and investment management services through independent professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.

Nathan Martin is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. Prior to joining Cambridge, he held roles at Kimley-Horn & Associates, Larson Engineering, and Arizona State University among others. He is also the owner of Apogee Tutoring Services, providing tutoring support locally. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies and platform arrangements tailored to client objectives.