Susan Tate is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She has been with Cambridge Investment Research Advisors since 2011 and is also president of Retirement Security Inc., a company she has managed since 2000. Additionally, she operates as an independent insurance agent serving various independent insurance firms. 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, institutional plans, and charitable organizations. The firm offers both proprietary and third-party investment strategies, delivered through a network of independent financial professionals using multiple platform arrangements tailored to client objectives.

Garrett Palmer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and has previous experience at Cambridge Investment Research, Inc. and Retirement Security, Inc. Palmer operates as an advisory representative of a registered investment adviser. 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 plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.