Shane Allen is a CFP® and ChFC® financial advisor with 14 years of industry experience, currently associated with Cambridge Investment Research Advisors. He previously worked at MML Investors Services LLC and MassMutual Life Insurance Company for 12 years. Outside of financial advising, Allen is a CrossFit coach and owns a travel and transportation business, G'Day Mate Excursions, LLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers both proprietary and third-party strategies and supports various custody and platform arrangements to tailor investment approaches to client goals.

Kasey Closs is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds the CFP® and ChFC® designations and previously worked at MML Investors Services, Mass Mutual Life Insurance, and Wells Fargo Advisors. In addition to her advisory role, she is employed part-time at Westview High School in Portland, Oregon, in a sport and fitness capacity. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides model-based solutions and proprietary strategies while maintaining multiple custody and platform options tailored to client objectives.

Ian Rice is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, he is the owner of a CrossFit gym in Tualatin, Oregon. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing both proprietary and third-party strategies across various custodial platforms.