Carrie Desjardins is a CFP® certificant with 11 years of experience in the financial services industry. She currently works with Cambridge Investment Research Advisors and has previously held positions at Harbour Investments, Burnham & Flower Agency, and Zhang Financial. Outside of advising, she is involved as an independent insurance agent and participates in survey work through a research company. Cambridge Investment Research Advisors serves a diverse client base, including 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 independent Financial Professionals using a variety of portfolio management and advisory strategies.

Stan Ledvina is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is involved with Kingdom Advisors, supporting Christian financial professionals, and serves on the finance committee of St. Mary Church in Kalamazoo, MI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a range of portfolio management strategies and platform arrangements.

Brian Spitzley is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Eagle Strategies and New York Life. Spitzley serves as a board member of AMBUCS, a charitable organization based in Kalamazoo, MI. 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. The firm offers a variety of investment implementation options through multiple custody and platform arrangements, combining proprietary models with access to third-party strategists.

Benjamin Ledvina is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has been with Cambridge since 2025 and has additional experience in construction and labor through ownership of Ledvina Mowers. Prior to his current role, he has worked in various positions including financial services and property maintenance. 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 retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options and proprietary as well as third-party strategies.

John Buetow is a financial advisor with Cambridge Investment Research Advisors in Kalamazoo, MI, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2009. Beyond his advisory role, Buetow serves as president of Zion Lutheran Church in Kalamazoo. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm operates through a network of independent Financial Professionals, offering both proprietary and third-party investment strategies across various custody and platform arrangements.

Roger Severance is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he serves as president of RS Financial, a financial services business. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers multiple investment platforms and discretionary and non-discretionary approaches, utilizing proprietary models and third-party strategies.

Randall Verlin is a CFP® professional with 40 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked with multiple entities including Mazzola-Verlin Group, LLC and Kardia Midwest Family Wealth Counseling, LLC. Verlin serves as a committee member of the Western Michigan University Athletic Advisory Board and is involved in tax services and independent insurance activities. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm employs various portfolio management strategies across multiple platforms, combining proprietary and third-party models tailored to client objectives.

Bruce Bos is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and also works as an independent insurance agent selling life, LTC, and fixed annuity products. Additionally, he is employed as a title examiner at Lighthouse Title Group. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals using various portfolio management and advisory platforms.

Jacob Tiller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. His work history includes positions at Cambridge Investment Research Advisors and Flagstar Bank. Cambridge Investment Research Advisors is a large SEC-registered firm offering financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides a range of investment solutions through independent Financial Professionals, including proprietary and third-party model strategies, using various custody and platform arrangements tailored to client objectives.