Kevin Wagner is a financial advisor with Cambridge Investment Research Advisors in Raleigh, NC, holding Series 63, 65, and 66 credentials and 42 years of industry experience. His prior roles include positions at Nationwide Securities, Nationwide Financial Network, and 1717 Capital Management Company. Outside of his advisory work, he serves as president of an insurance and benefits firm, The Wagner Group Inc. 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 a range of investment implementation options, including proprietary model strategies and access to third-party managers, with both discretionary and non-discretionary approaches tailored to client objectives.

Roger Lingle is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Guardian Wealth Advisors, Anthem Wealth Management, Quantum Capital, and Wealth Preservation Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension 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, utilizing a variety of portfolio management approaches and custody arrangements.