Alpharetta, GA Cicero Dr. Office

Matthew Joines is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019, following roles at Kestra Financial, NFP Securities, and Veracor. In addition to his advisory role, he serves as a Retirement Operations Specialist providing consulting and coaching services. Cambridge Investment Research Advisors is a large 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 Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Russell Clemmer IV is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously was with Kestra Financial Services and Legacy Advisory Partners. Clemmer serves as a finance committee member at First Baptist Church Alpharetta and is president of both Legacy Advisory Partners and Clemmer Consulting Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals using a variety of portfolio management and model-based solutions.

Marc Walker is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Kestra Financial Services and over a decade with Legacy Executive Benefits, where he provides consulting for qualified and non-qualified clients and serves as Chief Investment Officer. Walker is also president of Momentum Financial Consulting of Georgia. 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 uses a range of investment strategies and platform arrangements, combining proprietary models with access to unaffiliated strategists, and supports both discretionary and non-discretionary implementation tailored to client objectives.