Scott Viesselmann is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and possessing 47 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also operates Scott Viesselmann, Inc. Additionally, he serves as a board member for 4Vet's, a veteran support organization. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers multiple investment solutions through a network of independent professionals, employing both proprietary and third-party strategies across various custody and platform arrangements.

Michael Cue is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 16 years of industry experience, including 12 years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Additionally, he operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm delivers these services through a network of independent Financial Professionals using a range of portfolio management strategies and platform arrangements tailored to client objectives.

Valerie Fishgold is a CFP® professional with 44 years of experience in financial services. She is currently with Cambridge Investment Research Advisors and has previously worked at Geneos Wealth Management Inc. Fishgold is also co-owner of an Arabian horse breeding business and serves as a notary public and certified legal document preparer in Scottsdale, AZ. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory through a network of independent Financial Professionals. The firm offers various portfolio management options, proprietary and third-party model strategies, and features institutional-scale resources and compliance structures.

Jon Boyd is a financial advisor with Cambridge Investment Research Advisors in Scottsdale, AZ, holding the ChFC® and Series 66 designations and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2013. Outside of his advisory role, he serves as president of Boyd Insurance Services, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies tailored to client objectives.

Annise Williams III is a financial advisor with Cambridge Investment Research Advisors, holding Series 66 and Series 63 credentials and nine years of industry experience. Prior to joining Cambridge, she worked at New York Life Insurance Company and NYLIFE Securities LLC for nine years and is also the owner of Legacy Tree Financial Group. She serves as a board member for RMSER, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing 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 a range of investment implementation options, including proprietary model strategies and access to third-party managers, tailored to client objectives.

Edward Marshall is a CFP® and PFS™ professional with 27 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2009. In addition to his advisory work, he serves as Treasurer on the Board of Directors for the Eldorado on 1st Homeowners Association and has a tax preparation and consulting practice. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using multiple portfolio management platforms and a range of strategies.

Dwight Galda is a financial advisor with Cambridge Investment Research Advisors in Scottsdale, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience and has been with Cambridge Investment Research Advisors since 2008. Galda also works as an independent insurance agent for fixed insurance products. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.