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Marcus A

Series 63

Bellville, OH

Cambridge Investment Research Advisors

Marcus Arnold is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds a Series 63 designation and has worked at Cambridge Investment Research since 2018, following prior roles at Pruco Securities, The Prudential Insurance Company of America, NYLIFE Securities, and New York Life Insurance. Outside of his advisory work, he serves as treasurer for Compassionate Acres Farm Sanctuary. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services. The firm offers multiple investment platforms and proprietary as well as third-party strategies, with services tailored to client objectives through a network of independent Financial Professionals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Jesse S

CFP®, Series 66

Bellville, OH

Cambridge Investment Research Advisors

Jesse Stacy is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked with Cambridge Investment Research Advisors since 2021 and previously with Edward Jones. Outside of his advisory role, Jesse serves as a board member and NexGen director for the Financial Planning Association in Columbus and owns a firm providing tax services, as well as a media business focused on educational content. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals utilizing a range of portfolio management approaches and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Todd B

Series 66

Bellville, OH

Cambridge Investment Research Advisors

Todd Buck is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles in education with Springfield City Schools and Port Clinton City Schools. Outside of his advisory work, he owns and consults for Compelled Organizational Consulting. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of proprietary and third-party investment strategies delivered across multiple platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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James H

Series 63, Series 66

Bellville, OH

Cambridge Investment Research Advisors

James Hogan is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Nationwide Securities, LLC and Nationwide. Outside of his advisory role, he serves as chairman of the board for Lower Lights Ministries in Columbus, OH. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a variety of portfolio management strategies across multiple custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Rebecca S

Series 63, Series 66

Bellville, OH

Cambridge Investment Research Advisors

Rebecca Stewart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She previously worked at Nationwide Financial and Nationwide Securities before joining Cambridge in 2018. Stewart also maintains independent insurance agency activities and owns Covenant Financial Advisors, specializing in insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Michael S

Series 63, Series 65

Bellville, OH

Cambridge Investment Research Advisors

Michael Sima is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities, Meeder Investment Management, and Eagle Strategies. In addition to his advisory role, he is involved as an agent in insurance and benefits through Covenant Financial Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies with both discretionary and non-discretionary portfolio management options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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