Barton Steindler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 18 years of industry experience. His prior experience includes roles at Securities America Advisors and Securities America Inc. He serves as a board trustee for Temple B'nai Israel. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients through a network of independent financial professionals, offering a range of financial planning and investment management services with tailored strategies across multiple platforms.

Jonathan Lacroix is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2009. Outside of advising, he coaches Little League softball and volunteers at Gilda’s Club during the Meijer LPGA golf event in Grand Rapids, MI. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a variety of investment strategies and platforms, including proprietary models and third-party options, with both discretionary and non-discretionary management tailored to client objectives.