Trenton Macke is a financial advisor at Cambridge Investment Research Advisors with Series 65 and Series 66 credentials and four years of industry experience. He has worked with Cambridge Investment Research since 2019 and is also involved in the brewing industry through Deadlow Brewing Company. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary and third-party model strategies, across multiple custody platforms with both discretionary and non-discretionary options.

Maxwell Kosman is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Clark Capital Wealth Management and The Rosselot Financial Group. Kosman serves as a board member and volunteer for the Cincinnati Rugby Football Club. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and platform arrangements.

John Maddrill IV is a CFP® with 31 years of experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2022. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is the owner of Happy 2 Brewing Company in Cincinnati. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a variety of investment solutions through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies.

Anthony Cook Jr. is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and 66 licenses and nine years of industry experience. His career includes roles at firms such as Mass Mutual Life Insurance Company, Guardian Life Insurance, and Park Avenue Securities. Outside of advising, he has experience in the brewing industry with Cartridge Brewing. 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 through a network of independent professionals, employing a range of portfolio management strategies across multiple platforms.

Ryan Grote is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, Ohio, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior work includes positions at INVEST Financial Corp and multiple affiliated entities since 2015. He is also the owner of Grote Accumulation Strategy, a business he started in 2025. 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 advisors, utilizing a variety of portfolio management approaches and proprietary models.

Trenton Rogers is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked with Cambridge Investment Research Inc. since 2021. Prior to his advisory career, he was self-employed in landscaping and held various other roles. 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, utilizing both proprietary and third-party investment strategies tailored to client objectives.

Cristina Waugh is a Series 66 licensed advisor with Cambridge Investment Research Advisors in Cincinnati, OH, with four years of industry experience. Prior to her current role, she has been associated with Cambridge Investment Research Inc. and United Healthcare, where she also works as an independent Medicare sales agent. She has balanced her financial services career alongside being a stay-at-home parent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm employs a range of investment solutions through proprietary models and third-party strategists, with both discretionary and non-discretionary management tailored to client objectives.

Paul Ganim is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. Prior to joining Cambridge in 2017, he worked at Fidelity Investments for 18 years. Outside of his advisory role, he is a director of compliance and education at Interdependent Advisors LLC and is a passive investor in a local brewing company. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, charities, trusts, and retirement-plan sponsors—offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides multiple investment implementation platforms, including proprietary models and access to third-party managers, with tailored discretionary and non-discretionary strategies.

Peter Swenty II is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior experience includes roles at Kestra Advisory, Kestra Investment Services, and Morgan Stanley. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment implementation options, including proprietary and third-party strategies, with both discretionary and non-discretionary management tailored to client objectives.

John Kline is a financial advisor at Cambridge Investment Research Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2023, following four years at Money Concepts Capital Corp. Outside of his advisory roles, he serves as president of Advanced Financial Solutions Group, focusing on tax services, and Azure Advisory, which provides financial coaching. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes 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 financial professionals using various portfolio management and model-based solutions.

Todd Yawit is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. He holds a Series 63 designation and is based in Cincinnati, OH. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing proprietary models, third-party managers, and multiple custody platforms to tailor strategies to client objectives.

Geoffrey Ringle is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Cambridge since 2017 and also serves as a firefighter and paramedic for the City of Cincinnati Fire Department. 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, employing a range of portfolio management approaches and proprietary and third-party strategies.

Nathan Young is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Cincinnati, OH. His prior experience includes roles at Somerville & Co and various positions outside the financial industry. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Kevin Hagerty is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Cambridge since 2012. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers comprehensive financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

James Stewart is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, and MetLife Resources. Stewart also operates as an independent insurance agent and manages The Rosselot Financial Group in Cincinnati, OH. 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 through a network of independent professionals, providing both proprietary and third-party strategies tailored to client objectives.

William Goheen is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63, 65, and 66 licenses with 23 years of industry experience. Prior to joining Cambridge in 2024, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC for over two decades. He is also involved as a coach in a sport, fitness, and gaming-related activity through a separate business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers multiple portfolio management solutions across various platforms and emphasizes both proprietary and third-party investment strategies.

Jose Chavez is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 66 designations and with 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2017, following a year at INVEST Financial Corp. Outside of his advisory role, he volunteers as a committee member at the Cincinnati Nature Center. Cambridge Investment Research Advisors serves a broad range of clients—including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors—providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a large network of independent financial professionals. The firm offers a variety of portfolio management options, including proprietary models and third-party strategies, with flexibility across custody and platform arrangements.

Maxwell Roberto Bailey is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation. He has been with Cambridge Investment Research and its affiliates since 2024 and has prior work experience including roles at Great American Insurance Group and the University of Cincinnati. Cambridge Investment Research Advisors serves 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 financial professionals, utilizing a variety of portfolio management strategies across multiple platform arrangements.

Thomas Gilday is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds a Series 66 credential and has worked previously at Invest Financial Corp. and Barnaclo Home Loans. Outside of advising, he is active as a mortgage loan officer with American Mortgage Service Corporation. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using multiple portfolio management and platform options.

Randy Hein is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has previous experience at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of his advisory role, Hein is involved in home building and financing through his ownership of related companies. 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 plan advisory services. The firm offers a range of investment solutions through its network of independent Financial Professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Sean Schaeffer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. He has worked with several entities affiliated with Cambridge since 2020, including Rosselot Financial Group, and has experience in both financial advisory and insurance-related roles. Schaeffer also has an ongoing affiliation with the University of Cincinnati. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various model-based solutions and portfolio management approaches tailored to client objectives.

Cory Cochran is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, N.A., JP Morgan Securities LLC, and Uber. He volunteers as a troop leader for Girls Scouts Troop 1432. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using various portfolio management strategies and platform arrangements.