Phoenix, AZ N Tatum Blvd. Office

Katelin Kalik is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Cambridge Investment Research and Capital Choice Financial Group, as well as independent business activities such as founding the Mesa Machine Knitting Club. Cambridge Investment Research Advisors serves a diverse client base, providing financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of platform arrangements and both proprietary and third-party strategies.

Ryan Fullmer is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, with one year of industry experience. Prior to joining Cambridge, he held positions at Cellular Sales of Knoxville Inc. and McDonald's. Outside of his advisory role, he is involved with LC Financial Service LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through a network of independent advisors and maintains both proprietary and third-party strategies tailored to client objectives.

Lori Crilley is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Her prior roles include positions at Ameritas Investment Corp., Capital Choice Investment Advisers, and CCF Investments, Inc. Outside of her advisory work, she is involved as an independent insurance agent and operates LC Financial LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charities, and trusts. The firm offers a range of financial planning and investment management services through independent professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.

Nathan Martin is a CFP® professional with three years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include various positions at Cambridge Investment Research Inc. and work in academic success programs at Arizona State University. He is also the owner of Apogee Tutoring Services, where he provides tutoring support locally. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through independent Financial Professionals and employs a range of portfolio management strategies across multiple platforms.