Jessica Lamb is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Securities Corporation for nine years. Outside of her advisory role, she serves as president of a business involved in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm employs a range of investment strategies supported by proprietary and third-party models, with flexibility in custody arrangements and discretionary authority.

Tyler Lindsey is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. Prior to his current role, he worked at Lindsey, Lindsey & Mueller CPA’s, where he provided tax preparation services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary and third-party model strategies, with flexible custody and platform arrangements tailored to client objectives.

Sarah Mc Clain is a Series 66-licensed advisor with Cambridge Investment Research Advisors in Raleigh, NC, with two years of industry experience. She is also the owner of Wise Women Wealth, a budget coaching business. Prior to joining Cambridge, she worked at North Carolina State Employees' Credit Union for seven years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management strategies and platform options.