Yoav Karni is a financial advisor with Cambridge Investment Research Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with West Coast Financial Wealth Management and maintained independent advisory roles since 2001. Outside of his advisory work, Karni is a general agent for life, disability, and Medicare insurance products. 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 advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Arthur Potter is a ChFC® with 28 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has held previous roles at Proxy Wealth Advisors LLC, Proxy Freedom LLC, Vitucci & Associates, Inc., and Allstate Insurance Co. Potter holds Series 63 and Series 65 licenses. 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 provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, offering a variety of portfolio management options and proprietary model strategies.

Courtney Chynces is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Jackson National Life Distributors and United Planners Financial Services. Chynces serves as a board member for Oakridge Village HOA and is involved with Proxy Freedom. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individual investors, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies across multiple custody platforms.