Peter Braden is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 19 years of industry experience, including five years at Morgan Stanley Private Bank, National Association, prior to joining Cambridge in 2020. Outside of his advisory role, he is a partner in Hearth Sauna Partnership, a business based in Traverse City, MI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent financial professionals, offering a variety of portfolio management approaches across multiple platform arrangements.

David Graf is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at MML Investors Services and MassMutual. Outside of his advisory work, Graf is involved in youth soccer as a coach and referee, and he also serves as a coach for Grand Traverse Area Catholic Schools. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary and third-party strategies tailored to client objectives.

Maryann Shepherd is a financial advisor with Cambridge Investment Research Advisors in Traverse City, MI, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2014. Outside of her advisory role, she works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple portfolio management platforms and a range of investment strategies.

Steven Schade is a financial advisor with Cambridge Investment Research Advisors in Traverse City, MI, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Cambridge since 2014 and has prior experience with J.P. Morgan Securities dating back to 2012. Outside of his advisory work, Schade 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 by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of implementation options through multiple custody platforms, proprietary and third-party model strategies, and accommodates both discretionary and non-discretionary management tailored to client goals.