Jeffrey Hochwalt is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role, he has been affiliated with Cambridge Investment Research since 2008. Outside of advising, he owns a photography business and operates Financial Resource Partners LLC, which encompasses college planning and other financial services. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a network of independent professionals and provides both proprietary and third-party investment strategies tailored to client objectives across multiple platform arrangements.

Matthew Whitcomb is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He previously worked at Financial Resource Partners, LLC, where he held roles related to investment and administrative support. Whitcomb also operates an independent insurance agency through Matthew Whitcomb LLC. 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 customizable investment strategies through a network of independent professionals and combines proprietary models with access to external strategists.