Bryan Renner is a CFP® professional with 24 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2013. He holds a Series 63 license and operates out of Canfield, Ohio. Outside of his advisory role, Renner is the owner of a tree farm used for timber and agricultural purposes. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment platforms and combines proprietary and third-party strategies, with options for discretionary and non-discretionary management tailored to clients’ objectives.

Nicholas Coletta is a Series 66 licensed financial advisor with Cambridge Investment Research Advisors and has one year of industry experience. He has worked at several related firms, including Pointer Creek Wealth Management and Cambridge Investment Research, Inc. Outside of his advisory role, he is a W2 employee at B Renner LLC. Cambridge Investment Research Advisors serves a broad range of clients, 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 multiple platform arrangements and a mix of proprietary and third-party investment strategies.