Joshua Miller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. He has worked with Cambridge Investment Research since 2018 in various capacities. Outside of his advisory role, Miller is involved in several business ventures including agriculture, retail sales and distribution, and travel services, and serves as a board member at the Lake Darling Youth Center in Iowa. 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 financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

Shayna Henderson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. She has been with Cambridge Investment Research since 2011 and with Cambridge Investment Research Advisors since 2015. Outside of her advisory role, she owns a food and beverage business and works as a freelance transcriptionist and captionist. 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 multiple investment platform options, proprietary and third-party model strategies, and features institutional-level support such as advisor transition programs and compliance processes.

Andrea Shafer is a financial advisor with Cambridge Investment Research Advisors in Fairfield, IA, holding a Series 66 designation and 17 years of industry experience. She has been with Cambridge since 2010 and has worked within the broader Cambridge organization since 2007. In addition to her advisory role, Shafer is a licensed attorney in Iowa and Illinois. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Jill Simmons is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She holds a Series 66 designation and previously worked with the Ottumwa Community School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals who use a variety of portfolio management strategies across multiple platforms.

Sagar Patel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. His work history includes multiple roles within Cambridge Investment Research entities since 2012 and positions at FBL Marketing Services and FBL Financial Group. Outside of advising, he is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals utilizing various portfolio management and platform arrangements.

Brittany Guffey is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds the Series 66 designation and has been with Cambridge since 2013. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a range of portfolio management and model-based solutions across multiple custody platforms.

Jeffrey Vivacqua is a financial advisor with Cambridge Investment Research Advisors based in Fairfield, Iowa. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to his current role, he was associated with Continuity Partners Group, LLC. Outside of his advisory work, he serves as the treasurer for a local sheriff campaign and is a board member of a charitable foundation. 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 professionals, utilizing a range of portfolio management strategies and custodial platforms tailored to client objectives.

Brian Murphy is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Cambridge Investment Research Advisors since 2018. Outside of his advisory work, he owns and operates an online retail store called SHUTTERSAVVY. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through independent Financial Professionals, utilizing proprietary models and access to third-party strategies across multiple platform arrangements.

Dylan Gilpin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has been affiliated with Cambridge Investment Research in various capacities since 2016. Outside of his advisory role, he is involved in professional disc golf tournaments. 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 financial planning, investment management, and retirement advisory services through a broad network of independent professionals, employing a range of portfolio management strategies and platform options tailored to client objectives.

Andrew Bowers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Cambridge since 2007. Outside of his advisory role, Bowers serves as an All-Source Intelligence Analyst with the Iowa Army National Guard. Cambridge Investment Research Advisors is a large SEC-registered firm that 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 through a network of independent Financial Professionals, employing both proprietary and third-party model strategies with various custody and platform arrangements.

Bradley Conner is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing 11 years of industry experience. He has worked at Cambridge Investment Research in various capacities since 2015 and serves as a trustee and treasurer for the Pilgrim Nazarene Church in Mount Pleasant, Iowa. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. 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.

Thomas Wittrock is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with Cambridge Investment Research Advisors since 2020 and was previously associated with Cambridge Investment Research, Inc. He also worked at Brown's Shoe Fit and Iowa Wesleyan University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse 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 professionals, utilizing various portfolio management strategies and custody arrangements.

Tyler Miller is a financial advisor with Cambridge Investment Research Advisors in Fairfield, IA, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior roles include positions at Stifel Nicolas, American Funds, and Frost Investment Advisors. He also serves as a professor at Southern Illinois University Edwardsville School of Business. 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 a network of independent Financial Professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party strategies.

Chelsea Sones is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She holds the Series 66 designation and previously worked at MidWestOne Bank for three years. Outside of her advisory role, she participates as a speech judge for the Iowa High School Speech Association. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, utilizing various portfolio management platforms and both discretionary and non-discretionary strategies.

Jeffrey Wick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has been with Cambridge since 2015, including roles at both Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of advising, he is involved in managing residential rental properties. Cambridge Investment Research Advisors is a large SEC-registered firm that 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 through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Mark Thornton is a financial advisor with Cambridge Investment Research Advisors in Fairfield, IA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, he serves as a referee for junior high basketball, softball, and baseball and is president of a nonprofit organization focused on carry-on bags. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, offering a range of portfolio management options and both proprietary and third-party investment strategies.

Alexandria Den Hartog is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. She holds a Series 66 designation and has been with Cambridge Investment Research since 2012. Cambridge Investment Research Advisors is a large SEC-registered firm 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 professionals and provides multiple custody and platform arrangements with both proprietary and unaffiliated investment strategies.

Carrie Lathrop is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. She has been with Cambridge Investment Research in various capacities since 2011. Lathrop is also a board member of the Fairfield Chamber of Commerce, a local business networking organization. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations. 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 and platform arrangements.

Garret Wahlers is a Series 66-credentialed financial advisor with nine years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and has also worked with Cambridge Investment Research, Inc. since 2016. Outside of his advisory work, he is active as a rideshare driver, streaming affiliate on Twitch, and agent in the performing arts sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various portfolio management and platform options.

James Bicknell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and with Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he serves as Treasurer and volunteer for New Mexico Zia Sundials. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 through a network of independent professionals, using both proprietary models and third-party strategies across multiple platform arrangements.