Richard Pollock Jr. is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2013. He has 24 years of industry experience. Pollock serves as president of Sarjac, Inc. and Sarjac Financial, and he is also president and a board member of the Union Club of Cleveland. Additionally, he volunteers with the Chagrin Hunter Jumper Classic and owns a bed and breakfast in Chagrin Falls, Ohio. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a range of portfolio management and model-based solutions.

Jill Haueter is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. She has 19 years of industry experience, including a decade at Cantella & Co., Inc. and four years at Cambridge. She is also the owner of Bridlepath Financial, a business based in Chagrin Falls, 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 plan advisory services through independent financial professionals using a variety of portfolio management and model-based solutions.