Elliott Treinen is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience with F&G Annuities and Life. He is also involved with Gateway Financial Advisors in an insurance and benefits capacity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management approaches and custody platforms.

Steve James is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2006. Outside of his advisory role, he is involved with an independent insurance agency and serves as president of PJ Advisor Group, the OSJ he operates at Cambridge. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual and institutional clients through financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment implementation options tailored to client objectives and maintains proprietary strategies alongside access to third-party managers.