Charles Dear is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 43 years of industry experience. His career includes positions at Cambridge Investment Research, Inc. since 2015 and Diastole Wealth Management from 2003 to 2011. He serves as a managing member of Riverside Financial Group and is a board member of GreenStage Guilford, an arts and performing arts organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing proprietary models and third-party strategies across various custody and platform arrangements.

Donald Freeman III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also serves as treasurer and president of Carlson & Carlson, Inc., an independent insurance agency. 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 Financial Professionals. The firm offers various portfolio management approaches with a range of discretionary and non-discretionary strategies and maintains proprietary and third-party model solutions.

Rowan Beaudoin Friede is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 65 credential and has worked at Riverside Financial Group, LLC, among other roles including positions outside finance such as at Al di la trattoria and Waterhouse Restaurant. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering both proprietary and third-party model strategies tailored to client objectives.