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 and holds a Series 66 designation. Her prior roles include positions at Jackson National Life Distributors, National Planning Corporation, Merrill, and United Planners Financial Services. She serves as a board member for the Oakridge Village HOA. 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 through a network of independent Financial Professionals. The firm offers a range of portfolio management solutions, including proprietary and third-party strategies, and supports both discretionary and non-discretionary investment approaches.