Elliott Treinen is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, holding a Series 66 designation and two years of industry experience. He has previously worked at F&G Annuities and Life and is involved as an agent in insurance and benefits through Gateway Financial Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Steve James is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Cambridge Investment Research entities since 2004 and operates an OSJ within the firm. Outside of advisory work, he is involved in several business activities including serving as president of a real estate holding company and owning a property and casualty insurance company. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.