Meredith Rines is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2021. She has held roles at Avantax Investment Services and maintains involvement with Rines & Co, LLC, where she provides consulting and coaching services. Rines also serves as a board member of the nonprofit Women Aware Inc. and as treasurer for a local youth sports organization. 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 advisors using a range of portfolio management approaches and platform arrangements.

Dairel Denton Jr. is a CFP®-certified financial advisor with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes over three decades at Avantax Insurance Agency and Avantax Advisory Services, alongside running his own CPA firm, Dairel L. Denton Jr & Associates CPA, P.C. Outside of advising, he works as an independent insurance agent and leads his CPA firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm combines proprietary and third-party strategies with multiple platform options to tailor investment approaches to client goals.