Nancy Robertson is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Cambridge Investment Research firms since 2016. Outside of her advisory role, she is also an insurance agent with Protected Investors of America. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm utilizes a network of independent Financial Professionals and offers multiple investment platforms and strategies, including proprietary models and third-party options.

Randall Robertson is a financial advisor with Cambridge Investment Research Advisors in Pleasanton, CA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to his current role since 2016, he worked at List Alliance, Inc. for 15 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through a network of independent Financial Professionals using various platform arrangements and proprietary as well as unaffiliated model strategies.

Cade Mayer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he worked at Lululemon for three years and served as an independent golf instructor for two years. He is involved with Protected Investors of America in a marketing capacity. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of investment solutions, including proprietary models and access to unaffiliated strategists, with both discretionary and non-discretionary management tailored to client goals.