Karen Shapiro is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior work includes roles at The Patriot Financial Group, Securities America Advisors, and Securities America Inc. Outside of her advisory work, she has also been involved with Green Future Wealth Management as an employee and independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides both discretionary and non-discretionary investment solutions through a large network of independent financial professionals and maintains proprietary and third-party model strategies.

Nicholas Cantrell is a financial advisor with Cambridge Investment Research Advisors based in Worcester, MA. He holds the CFP® and ChFC® designations and has 19 years of industry experience. His prior roles include positions at BHF Advisory, First Allied Securities, and UMassFive College Federal Credit Union. Outside of advising, he is involved as a board member of the Nuclear Ban U.S. Treaty Awareness Campaign and participates as a volunteer educator with the Association of Financial Educators. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent professionals employing a range of portfolio management strategies across multiple custody platforms.