R.J. MAW CONSULTING AND CAMBRIDGE INVESTMENT RESEARCH - Key Persons

Job Titles:

• Associate With R.J. Maw Consulting

Frank David Pitchford is an associate with R.J. Maw Consulting. David brings his many years of experience to efficiently guide small business owners and successful professionals toward their financial goals David has a Master in Business Administration degree from the University of Texas at Austin. He holds Series 7 and 66 licenses from the Financial Industry Regulatory Authority as well as an insurance producer license in the state of New Mexico. Prior to joining R.J. Maw Consulting, David worked with leading hi-tech firms including IBM, Cullinet Software, Intermec Corporation and was President of NetChannel, Inc.

Job Titles:

• Chartered Financial Analyst

Michael Cavaleri, a Chartered Financial Analyst®, is an associate with R.J. Maw Consulting. Michael co-manages the portfolios and allocations utilized at R.J. Maw Consulting. In addition, he assists clients to discover their financial goals, design their investment strategy, and to stay disciplined through times of prosperity, and uncertainty. Prior to joining R.J. Maw Consulting, Michael worked as a senior analyst for a private-equity affiliate of First Trust Portfolios, and as an analyst for Ernst & Young's Transaction Advisory Services group. He graduated from the University of Denver with a Master in Business Administration degree with a concentration in finance after completing his undergraduate work at Arizona State University. Michael holds Series 7 and 66 licenses from the Financial Industry Regulatory Authority.

Job Titles:

• Consulting Helps Businesses Design, Deploy, and Manage Retirement Plans
• Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.

Robert J. Maw Jr. has assisted people with investing and managing portfolios since 1981, guiding clients successfully through times of prosperity and uncertainty. Robert co-manages the portfolios and allocations utilized at R.J. Maw Consulting. His clients range from individuals to businesses. Robert has attended multiple programs at Harvard University's John F. Kennedy School, including Behavioral Finance & Decision Making, and Mastering Negotiation. Robert is a member of The Financial Planning Association. Robert is a General Securities Principal, Investment Advisor Representative, and a Municipal Securities Principal. Robert holds Series 6, 7, 24, 51, 63, 65, and 66 licenses from the Financial Industry Regulatory Authority. Robert is a former Municipal Judge for the Village of Los Ranchos in New Mexico and is a member of the National Judges Association. R.J. Maw Consulting is a financial services firm which originally began in 1994. The firm consists of both Registered Representatives and Investment Advisor Representatives with multiple layers of supervision. R.J. Maw Consulting helps businesses design, deploy, and manage retirement plans.