Levi Gerber is a financial advisor with Cambridge Investment Research Advisors in Chillicothe, Ohio. He holds a Series 66 designation and has one year of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals using proprietary and third-party strategies.

Joseph Uhrig is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and over 23 years of industry experience. He has been with Cambridge since 2012 and operates UHRIG Financial, where he provides tax preparation and insurance services. Uhrig serves on the board of directors for Kingston National Bank and is an Income Grant Committee member for the United Way of Ross County. 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 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.

Tristan Chrisman is a financial advisor with Cambridge Investment Research Advisors in Chillicothe, Ohio, holding 19 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2021 and previously spent 14 years with Money Concepts Capital Corp. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, providing customized strategies across multiple platforms with access to both proprietary and third-party investment models.