Tyler Jacobs is a CFP® and holds a Series 66 license with two years of industry experience. He has worked with Cambridge Investment Research Advisors and Hawkeye Financial Group, and previously with RSM US LLP, Atlantic Coca-Cola Bottling Company, and Best Buy. Jacobs is also involved as an independent insurance agent affiliated with Hawkeye Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, offering a range of discretionary and non-discretionary investment solutions across multiple platforms.

William Jump is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2020. He previously worked at Voya Financial Advisors from 2014 to 2020. Outside of his advisory role, Jump volunteers as a firefighter and EMT and serves as treasurer for a local chapter of the National Wild Turkey Federation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers multiple investment implementation options through a network of independent Financial Professionals and maintains proprietary and third-party model strategies.