Barry Fadely is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, where he has worked since 2016. He has 17 years of industry experience and holds ownership roles in several independent advisory and insurance businesses. Barry also serves as a board member of a non-public entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and other sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and platform options.

Elaine Roecklein is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cambridge Investment Research Advisors and related entities since 2016. Outside of finance, she is a fitness instructor at LA Fitness and has experience as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers various portfolio management options, including proprietary and third‑party strategies, with a range of custody and platform arrangements to tailor investment approaches to client objectives.