Jacob Walters is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has five years of industry experience and has previously worked at LPL Financial, Mass Mutual Investors Services, First Midwest Bank, and other firms. Outside of his advisory role, he owns Walters Wealth Management LLC and has experience as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions through direct portfolio management, model-based strategies, and third-party manager referrals, with both discretionary and non-discretionary options tailored to client objectives.

Adam Bethel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes prior roles at Convergence Financial, LPL Financial LLC, and National Planning Corporation. Bethel is also an author and educator, having written "The Strong Family Formula" and engaging in podcasting and speaking activities. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Ashli Eaves is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at LPL Financial, Convergence Financial LLC, and Northwestern Mutual. Outside of her advisory work, she is an author, educator, podcast host, and serves on multiple nonprofit boards including the CALE Impact Foundation and Friends of the Atelier. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies across multiple platform arrangements.