Ryan Schachtner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes roles at OneAmerica Securities and American United Life from 2015 to 2020. Outside of advisory work, he serves as CEO of Caroline Asset Management, an independent insurance agency, and 1Market Street, LLC, a book sales and speaking business. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals using various platform arrangements and proprietary as well as third-party model strategies.

Michael Bird is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at Principal Securities Inc. and Principal Life Insurance Company. Outside of his advisory role, he serves as president of Everest Retirement. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management strategies and platform arrangements.