Adam Ohlmeyer is a CFP® with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has prior experience with firms including Concourse Financial Group Securities Inc. and Prestridge Financial Management. Outside of advisory work, he is involved in consulting and coaching through Benchmark Owner Advisory, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Floyd Bernard Jr. is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 49 years of industry experience and previously worked at firms including Concourse Financial Group Securities and Institutional Securities Corp. Bernard also has involvement in consulting and coaching through his ownership of Benchmark Owner Advisory, LLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through a network of independent Financial Professionals and provides access to both proprietary and third-party investment strategies across multiple platform arrangements.