Vestavia Hills, AL Centerview Drive Office

Barry Jeffery is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Investment and Capital Analysts, Incorporated. Outside of advising, he is an independent insurance agent. 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 using a variety of investment and platform solutions.

April Wallace is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. Her career includes prior roles at Arbor Point Advisors, Securities America, and Cetera Advisor Networks. Outside of advisory work, she serves as a board member for the Windsong Homeowners Association in Tuscaloosa, AL. 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 plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Chad Sepulvado is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 25 years of industry experience. His prior roles include over 17 years with Jackson National Life Distributors. Outside of advising, he owns a technology services company and is involved in healthcare and employment staffing businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides a range of portfolio management options through independent financial professionals and features proprietary and third-party investment strategies.

Justin Morganti is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior work includes roles at Advocacy Wealth Management, Hornor Townsend & Kent, and Penn Mutual Life Insurance. Outside of his advisory work, he is involved with Live Life Healthy LLC, focusing on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple investment platforms and proprietary model strategies alongside access to unaffiliated managers, with a distinctive focus on affiliated strategy disclosures and institutional features.

Laurence Tipton III is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. His career includes roles at Capital Investment Advisory Services, Wells Fargo Clearing, and Cetera Advisors. He is a Series 63 and Series 65 credential holder and operates as an independent insurance agent alongside his advisory work. 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 through a network of independent Financial Professionals. The firm offers both discretionary and non-discretionary investment solutions across multiple platforms, combining proprietary and third-party strategies.

Robert Crane is a financial advisor with Cambridge Investment Research Advisors in Birmingham, AL, holding a Series 66 designation and five years of industry experience. He previously worked at Morgan Stanley for three years and has a diverse background including roles in education and banking. Outside of his advisory role, he is involved as Vice President at TIPTON ADVISORY GROUP and holds agent positions in insurance and financial planning through related entities. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management solutions and uses both proprietary and third-party investment strategies, with services delivered through a large network of independent financial professionals.