Cambridge Advisors Receive Invest in Others Grants
Chris Janota, Traci Shughart each receive $20,000 for their nonprofit organizations through Invest in Others Grants for Good program
FAIRFIELD, IA – January 7, 2025 — Cambridge congratulates advisors Chris Janota of Envoy Wealth Management and Traci Shughart of Premier Wealth Management on receiving $20,000 each for their chosen charitable organizations through the Invest in Others (IiO) Grants for Good program. Janota, who serves as president of Act of Grace, is supporting the nonprofit’s mission to assist families of children suffering from epilepsy and other neurological conditions. Shughart is representing Bethany House, an organization that supports young women transitioning out of the foster care system or facing homelessness.
The Grants for Good program is one of two grant opportunities offered through Invest in Others that provides funding to support individuals working in financial services and the nonprofit organizations they represent. Applications are submitted through the Grant Program webpage, and grant requests are considered for program support, seed money, capital improvements, and more.
“All of us at Cambridge are proud of Chris, Traci, and the rest of this year’s honorees for their commitment to making a meaningful difference in their communities”, said Jeff Vivacqua, who serves as President of Growth and Development at Cambridge and Chairman of the Board at Invest in Others. “Both Chris and Traci continue to show the kind of outstanding leadership and passion for service that inspires others around them and creates a lasting impact. I look forward to seeing the positive change they lead in the years ahead.”
Janota is the founder of Envoy Wealth Management in Crown Point, Indiana, where he guides clients toward their financial goals and leads the firm’s growth and innovation strategies. In addition to his role as president with Act of Grace, he serves his community as a member of the Forest (IL) Historical Society Board of Directors. He also spends time preparing college students for a career in financial services by sharing insight into his role as an advisor through Northern Illinois University’s Alumni Association mentorship program. In 2022, Janota was named an InvestmentNews 40 Under 40 honoree.1
Shughart is the CEO and OSJ supervisor at Premier Wealth Management in Wormleysburg, Pennsylvania. She co-founded the firm more than 25 years ago and is responsible for compliance oversight — including review of trading activity and suitability evaluations — and leading financial professional training and education initiatives. In 2023, Shughart received a Spirit of Cambridge Award, an honor voted on by Cambridge associates that recognizes financial professionals who exemplify the firm’s core values.2
About Invest in Others
The Invest in Others 501(c)(3) Charitable Foundation is supported by the financial services industry to amplify the charitable work of financial advisors, employees, and their firms. Invest in Others is a catalyst to channel philanthropy and volunteerism to where it is needed most. For more information, visit investinothers.org.
About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Learn more at JoinCambridge.com.
Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080
1 InvestmentNews 40 Under 40 list (2022). Honorees were among 40 individuals under the age of 40 working in the financial services industry selected by an InvestmentNews editorial panel. The panel evaluated over 600 candidates and made its final decisions based on each nominee’s accomplishments, contributions, and leadership. Learn more here.
2 The Spirit of Cambridge Award is given annually to independent financial professionals and associates who are dedicated to service while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Each year, Cambridge home office associates select three financial professionals and two associates from a pool of outstanding candidates who have been affiliated with Cambridge for at least 10 years.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly owned subsidiaries of Cambridge Investment Group, Inc.