Keller, TX Office

Chet Teichman is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with Cambridge since 2012. He is also president of Teichman Financial Planning LLC, which operates as Omega Squared Wealth Management and provides insurance services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platforms tailored to client objectives.

Kasey Buckner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2016 and has been affiliated with Granite Financial since 2000. Buckner also serves as Vice President of Granite Benefits Inc., a corporation that markets and sells fixed insurance products. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing various portfolio management platforms and proprietary model strategies.

Collin Day is a financial advisor with Cambridge Investment Research Advisors in Keller, TX, holding a Series 66 designation and 18 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2016 and is also affiliated with Granite Financial Group. Outside of his advisory roles, he is involved with Women’s Wealthnasium LLC as an educator. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering multiple portfolio management strategies tailored to client objectives.

Aaron Soderstrom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Cambridge Investment Research, Inc. since 2016. In addition to his advisory role, he owns Omega Squared Capital Management, through which he writes an investment newsletter, and serves as Chief Investment Strategist at Omega Squared Insights, focusing on macroeconomic indicator development and related research. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment options through multiple platform arrangements and supports both discretionary and non-discretionary strategies tailored to client objectives.

William Naramore Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he serves as a board member and deacon at First Baptist Church of Dallas and is a trustee emeritus at John Brown University. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management and model-based strategies tailored to client objectives.

Karin Mcintosh is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2018 and maintains concurrent roles at Lighthouse Financial Group, Cambridge Investment Research, Inc., and Wymac Insurance Group, where she serves as CEO. Outside of advising, she also works as a notary public and provides technical translation services from English to Spanish. 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 through a network of independent professionals, utilizing various portfolio management solutions and both proprietary and third-party strategies.

David Kemper is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 20 years of industry experience. Prior to joining Cambridge in 2017, he spent 12 years at Fidelity Brokerage Services LLC. Outside of his advisory role, Kemper is an independent insurance agent and has worked as a sales representative for health and beauty products. 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 professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Jonathan Hurley is a CFP® professional with 15 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2019 and previously spent eight years with Fidelity Investments. Outside of his advisory role, Hurley serves as a board member at Riverstone Church in Mansfield, TX. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement-plan advisory through a network of independent professionals using a variety of portfolio management approaches and platforms.

Bernard Griffith Jr. is a CFP® professional with over 32 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2016 and also holds roles with Granite Financial Group. Outside of his advisory work, he is the founder and teacher at Wealth Significance and is involved in educational activities through Women’s Wealthnasium LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals, utilizing a range of strategies and platform arrangements tailored to client objectives.