James Preston is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliate since 2014. Outside of his advisory role, he is an independent insurance agent and president of Preston Financial Management Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent professionals. The firm provides a variety of investment implementation options and maintains proprietary models alongside access to unaffiliated strategists, with formal policies addressing conflicts of interest and support for advisor business relationships.

Bret Preston is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 16 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also operates Preston Financial Management. Outside of advisory work, he is the president and owner of Putting for Eagle Inc., a business entity established in 2022. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of investment solutions across multiple custody platforms, including proprietary model strategies and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

Karin Rettger is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2014 and has been president of Principal Resource Group since 1996. Rettger is a co-author of two books focusing on employee benefits strategies and retirement planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through independent Financial Professionals utilizing various portfolio management platforms and both proprietary and third-party strategies.