Brian Grimes is a CFP® with 30 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Lincoln Investment and Osaic FA, Inc. He also operates as an independent insurance agent through GuideMark Strategic Advisors. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management across multiple platforms, utilizing proprietary model strategies under the Founders Gate Capital brand.

James Mcneill is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2015, following 14 years at Lincoln Investment. Outside of his advisory role, he is active in community leadership, serving as president of the 4 County Lions Club and as a board member and president of the Greater Mount Airy Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies alongside access to third-party advisers.

Kristin Rodriguez is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Cambridge since 2012. Outside of her advisory role, she volunteers as a speaker for the National Endowment for Financial Education. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.