Trevor Linke is a financial advisor based in Fitchburg, WI, affiliated with Cambridge Investment Research Advisors. He holds a Series 66 designation and has professional experience that includes roles at Foundation Finance Company, Banner Banks, and JT Global Enterprises LLC, as well as involvement with T&C Forestry for over a decade. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension 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 investment implementation options and maintains both proprietary and third-party model strategies.

Mary Schwartz is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2023. Prior to joining Cambridge, she spent 17 years at Symphonic Financial Advisors. She is a committee member of the Sauk Trails Optimist Club, a civic organization based in Madison, WI. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of portfolio management options and tailored strategies through a network of independent Financial Professionals, with access to proprietary and third-party investment models.