Blake Rockey is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, bringing four years of industry experience. He previously worked at Premiere Group and Bryan City Schools/FCCC. Outside of his advisory role, he owns and operates an ice cream truck business called Pink Penguin Ice Cream. 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, retirement plan advisory, and financial-wellness services through a network of independent professionals using a range of portfolio management and model-based solutions.

Jill Powers is a CFP® professional with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. She is also a member of HPH Financial Corp, the holding company for Trilogy Wealth Advisors, where she serves as president. Outside of her advisory role, she works as a volleyball official on a contract basis. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers both discretionary and non-discretionary portfolio management through various platforms, with proprietary and third-party strategies tailored to client objectives.

Stephen Hess is a CFP® with 28 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. He has held various roles including independent insurance agent and shareholder in a financial services corporation. Hess serves as Chairman of the Bryan Area Foundation board and contributes as a committee member at Trinity Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and advisory services delivered by a network of independent professionals. The firm offers a range of portfolio management solutions across multiple platforms, combining proprietary model strategies with access to third-party managers.

Thomas Hofbauer is a financial advisor with Cambridge Investment Research Advisors in Bryan, Ohio, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, he is a shareholder at HPH Financial Corp, involved in financial planning and advisory services. 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 a network of independent professionals who utilize a variety of portfolio management approaches tailored to client needs.

Craig Bavin is a financial advisor with Cambridge Investment Research Advisors who holds 30 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and has been associated with Trilogy Wealth Advisors since 2007. Outside of his advisory role, Bavin serves as co-coordinator of concession stands for Hilltop High School Athletic Boosters and is a commissioned notary in Ohio. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Emily Altaffer is a financial advisor with Cambridge Investment Research Advisors and holds Series 63, Series 65, and Series 66 licenses. She has 16 years of industry experience, including ten years at Briskey Financial Services LLC prior to joining Cambridge Investment Research in 2018. Outside of her advisory work, she is also an independent insurance agent. 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 plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third‑party strategies across multiple platform arrangements.