Scott Viesselmann is a financial advisor with Cambridge Investment Research Advisors in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 47 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also operates Scott Viesselmann, Inc. He serves as a board member for 4Vet's, a veterans support organization. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Michael Cue is a financial advisor with Cambridge Investment Research Advisors in Scottsdale, AZ, holding a Series 66 designation and 16 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2014 and previously held positions at Morgan Stanley and United Planners' Financial Services of America. In addition to his advisory role, he operates an independent insurance agency. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, 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 through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Valerie Fishgold is a CFP® with 44 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2018. She previously spent 15 years at Geneos Wealth Management Inc. and has operated Fishgold Financial Services since 1982. Outside of her advisory work, she co-owns an Arabian horse business and serves as a notary public and certified legal document preparer. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Jon Boyd is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 66 license. He has 39 years of industry experience, including prior work with Concourse Financial Group Securities. Outside of advisory services, he is president and agent of Boyd Insurance Services, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse clientele of individual and institutional investors, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals.

Annise Williams III is a financial advisor with Cambridge Investment Research Advisors in Scottsdale, AZ, holding Series 66 and Series 63 licenses and nine years of industry experience. Prior to joining Cambridge, Williams was affiliated with NYLIFE Securities LLC and New York Life Insurance Company for nine years. Outside of advisory work, Williams owns Legacy Tree Financial Group and serves as a board member and volunteer for RMSER. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base, offering services via multiple platforms and custodians.

Edward Marshall is a CFP® and PFS™ with 27 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2009 and previously was with Avantax Advisory Services for six years. In addition to his advisory role, he serves as Treasurer and Board Member for the Eldorado on 1st Homeowners Association and provides tax preparation and consulting services. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Dwight Galda is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes roles at FFEC Wealth Partners LLC before joining Cambridge Investment Research Advisors in 2008. Cambridge Investment Research Advisors serves 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 under the Founders Gate Capital brand.