Jason Staff is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 10 years of industry experience. Prior to joining Cambridge in 2023, he worked at Symphonic Financial Advisors and Symphonic Securities from 2015 to 2023. Outside of his advisory role, he is active as a personal trainer in the fitness industry and owns a retail sales and distribution business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing multiple portfolio management platforms and a range of discretionary and non-discretionary strategies.

Angela Ruddock is a CFP®-certified financial advisor with 31 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2023. Her prior experience includes roles at Symphonic Securities, Symphonic Financial Advisors, and Rim Securities LLC. Outside of her advisory work, Ruddock serves as a board member and treasurer for the Rockport Center for the Arts and volunteers with local civic and charitable organizations. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and custody platforms.