Bobby Joe Royes is a financial advisor with Cambridge Investment Research Advisors in West Bend, WI, holding a Series 66 designation and 18 years of industry experience. His career includes roles at LPL Financial and Westbury Bank prior to joining Cambridge Investment Research Advisors in 2020. He also serves as a public address announcer for the West Bend School District. 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 plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

William Randall is a CFP® professional affiliated with Cambridge Investment Research Advisors, with 40 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously spent 15 years with Linsco/Private Ledger. Randall serves as president and financial advisor of Randall Wealth Management, where he is also an independent insurance agent. 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 plan advisory services through a large network of independent advisors, employing a variety of portfolio management strategies and platform arrangements.