Erich Kelley is a financial advisor with Cambridge Investment Research Advisors in The Woodlands, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones and has engaged in entrepreneurial activities, including operating a business selling trading cards and providing financial education services focused on budgeting. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, delivering tailored strategies via multiple platform arrangements and both proprietary and third-party investment solutions.

Michael Goodwin is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He has been with Cambridge since 2011 and holds Series 63 and Series 65 credentials. Outside of advisory work, Goodwin is a part-owner of Sterling Wealth Advisors and volunteers as a coach for Second Saturday in The Woodlands, TX. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charities, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple portfolio management options and proprietary model strategies, with a focus on tailored investment approaches and institutional-level support for advisors.

Gordon Menard is a CFP® with 50 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2013. In addition to his advisory role, he operates an independent insurance agency and owns Synergy Wealth Management as a sole proprietor. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charities, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management approaches and custody arrangements.