Kay Knuth is a CFP® professional with 41 years of experience in the financial services industry. She has been with Cambridge Investment Research Advisors since 2007, following a three-year tenure at Invest Financial Corporation. Outside of her advisory role, Knuth is involved in pro bono financial counseling for a domestic abuse program and serves on the board of a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals, utilizing multiple platforms and strategies tailored to client objectives.

Kolby Knuth is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI, holding a Series 66 designation and five years of industry experience. He has worked with Cambridge Investment Research, Inc. since 2014 and also operates Knuth Financial Life Planning. Knuth serves on the boards of Appleton Downtown Inc. and Creative Downtown Inc. and is a member of the finance committee at his local religious organization. Cambridge Investment Research Advisors is a large SEC-registered adviser 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 Financial Professionals, utilizing a range of portfolio management and model-based strategies tailored to client objectives.

Christopher Hoffman is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at LPL Financial, Advisors' Pride, Cetera Advisor Networks, and Affiance Financial. Hoffman serves as a board member for CASA of the Fox Cities and is involved with the Financial Planning Association as a committee member. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers various investment platforms and strategies, including discretionary and non-discretionary management, proprietary models, and access to third-party managers.