Jon Nielson is a CFP®-designated financial advisor with 18 years of industry experience, currently practicing at Cambridge Investment Research Advisors since 2015. He also serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement advisory services to a diverse client base, including individuals, institutional plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Dawn Dachenhausen is a financial advisor with Cambridge Investment Research Advisors and holds Series 63, 65, and 66 securities licenses. She has 12 years of industry experience, including previous roles at Moreton Asset Management and Utah Retirement Systems. Dachenhausen is also a member of the Utah Securities Commission and owns an independent insurance agency. 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 Financial Professionals. The firm offers a range of portfolio management options and proprietary strategies, supported by institutional resources and a compliance framework that includes handling related conflicts of interest.

Marques Nielson is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and five years of industry experience. He previously worked at Alliance Benefit Group Rocky Mountain before joining Cambridge Investment Research, Inc. In addition to his advisory work, Nielson is a licensed notary public and owns a small business focused on retirement strategy services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals and multiple platform arrangements, incorporating both proprietary and unaffiliated model strategies.

Elizabeth Cox is a Series 66-licensed financial advisor with five years of industry experience, currently associated with Cambridge Investment Research Advisors. She has held positions within multiple entities under the Cambridge Investment Research umbrella since 2018 and previously worked at Thumbtack Inc for four years. She is also the owner of Retirement Strategy Group, an S-Corp based in Cottonwood Heights, Utah. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services including financial planning, investment management, and retirement advisory through independent financial professionals who provide tailored strategies using various custody platforms and proprietary and third-party model solutions.