Rhonda L. Ducote

Cambridge Investment Research Advisors, Inc. (CIRA) is a SEC-registered investment advisor headquartered in Fairfield, Iowa. The firm was founded by Eric Schwartz in 1981 and is owned and controlled by Cambridge Investment Group, Inc., which in turn is majority owned by the Schwartz Family Trust. CIRA provides investment advisory services to individuals, high net-worth individuals, banking/thrift institutions, state or municipal government entities, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or business entities.

Apriem Advisors is an independent registered investment advisor headquartered in Irvine, California. The firm was co-founded by Mark Iwamoto and Harmon Kong in 1998 as Iwamoto Kong & Co., Inc. Apriem Advisors provides investment advisory services to high-net-worth clients, which includes individuals and families, trusts and estates, and individual participants of retirement plans. In addition, they offer advisory services to pension and profit-sharing plans, charitable organizations, and businesses.