Stacey Peterson is a financial advisor at Cambridge Investment Research Advisors with CFP® and Series 66 credentials and 10 years of industry experience. She has also been affiliated with Westlake Financial Advisors LLC and United Planners Financial Services. Peterson maintains an active role in insurance and benefits services alongside her advisory work. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms, supporting both discretionary and non-discretionary management strategies.

Daniel Casey is a CFP® professional with 27 years of industry experience currently affiliated with Cambridge Investment Research Advisors. His prior work includes roles at United Planners' Financial Services and Westlake Financial Advisors. In addition to his advisory work, he is an instructor for CFP courses at UCLA Extension and volunteers providing tax preparation services for seniors through AARP. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Johanna Lee is a financial advisor at Cambridge Investment Research Advisors with a Series 66 credential and one year of industry experience. Her prior work includes roles at King’s Hawaiian Holding Company and nearly two decades as a self-employed professional. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals.

Stephen Minihan is a CFP® professional with 20 years of industry experience, currently with Cambridge Investment Research Advisors. He previously worked for United Planners' Financial Services for 12 years and has been involved with Westlake Financial Advisors, LLC and his own advisory practice since 2013 and 2008, respectively. He volunteers as a tax preparer with the AARP Tax-Aide Program. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management using multiple platforms and proprietary model strategies under the Founders Gate Capital brand.