Jake Zeeb is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, Inc., based in Battle Creek, MI. He has one year of industry experience and is also involved with Generations Financial Planning & Wealth Management. Prior to his advisory roles, he has held various positions across education and business sectors, including at Spring Arbor University and In-House Valet Inc. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individuals and institutions, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management options.

Loren Rex is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he serves as an elder at First Presbyterian Church in Battle Creek and participates on the City of Battle Creek Bicycle Advisory Committee as well as a local homeowners association board. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.