Lisa Vignola is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Cambridge and its related firms since 2016. Outside of her advisory role, she serves as a board member of the Ignite Empowerment Community Center and also works as a licensed real estate agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, providing tailored strategies across multiple platforms with both proprietary and third-party model options.

David Pettit III is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 28 years of industry experience, including over 10 years with Cambridge Investment Research Advisors. Outside of his advisory work, he serves as president of multiple restaurant franchise companies and is a board member of Equip Education, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers tailored investment strategies via multiple platform arrangements, incorporating both proprietary models and third-party managers.