Jaime Zapata is a Series 65-credentialed financial advisor with Cambridge Investment Research Advisors in Walnut Creek, CA, and has one year of experience with the firm. He has been associated with Cambridge Investment Research, Inc. since 2016. Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, employing a range of portfolio management strategies tailored to client objectives.

Lisa Tuemmler is a CFP® with 22 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. She is a committee member of FPA NorCal, where she coordinates speakers. Lisa is also involved as an owner and partner in Intersect Financial, LLC, and administratively supports Protected Investors of America. Cambridge Investment Research Advisors is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of platform arrangements and both proprietary and third-party investment strategies.

Adrianna Gutierrez is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. She holds the Series 66 designation and has worked at Cambridge since 2020. Prior to that, she was associated with Manheim California and Manheim San Francisco Bay. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of investment strategies and platform arrangements tailored to client objectives.

Kathryn Tuemmler is a CFP® and Series 66-registered financial advisor with Cambridge Investment Research Advisors, bringing four years of industry experience. She has worked with Cambridge Investment Research since 2021 and has also been involved in authoring, educating, podcasting, and speaking through Intersect Financial, LLC. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.