Kelly Brockette is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She has worked with the Cambridge firms since 2011 and has been associated with Lerner Financial Group since 1994. In addition to her advisory roles, she acts as an independent insurance agent. 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 plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and platform arrangements.

Maureen Krueger is a financial advisor with Cambridge Investment Research Advisors who holds the Series 66 designation. She has experience dating back to 2015, including roles at Cambridge Investment Research, Inc. and Lerner Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing various custody and platform arrangements and both proprietary and third-party investment strategies.

Benjamin Fath is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. His background includes roles at Cambridge Investment Research, Inc., Lerner Csernai Fath Financial Group, and Lincoln Electric Company. He is also involved with Lerner Financial LLC as an investment advisor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management options and model-based solutions tailored to client objectives.

Danny Witbeck is a financial advisor at Cambridge Investment Research Advisors with Series 66 credentials and approximately one year of industry experience. His background includes roles at Lerner Financial and involvement with Evart Public Schools and Birch Valley Golf Course. He also has nearly a decade of experience related to Carmichael Farms and three years at Northwood University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using various portfolio management and advisory platforms.

Nicholas Scheible is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience and holds a Series 66 designation. He has been with Cambridge Investment Research Advisors since 2016 and with its affiliated firm since 2015. Scheible serves as a board member of the Mecosta County Community Foundation, president of the Ferris State University Blueline Club, and treasurer for Big Rapids Travel Baseball. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a diverse clientele including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

Bradley Fath is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and with 31 years of industry experience. He has been affiliated with Cambridge Investment Research since 2011. Outside of his advisory role, he serves as a board member of Eagle Village, a nonprofit organization in Hersey, Michigan. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. 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 approaches across multiple platform arrangements.

Zachary Doxtater is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for 17 years. He operates a separate business under the name Doxtater Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing 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 variety of portfolio management and model-based solutions.