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Jeffrey H

ChFC®, Series 63, Series 65

Kettering, OH

Cambridge Investment Research Advisors

Jeffrey Hochwalt is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at VOYA Financial Advisors and Cetera Advisors. Outside of his advisory work, he owns a photography business and is involved in college planning services. Cambridge Investment Research Advisors serves both individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base, providing access to multiple platforms, custodians, and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Matthew W

CFP®, Series 66

Kettering, OH

Cambridge Investment Research Advisors

Matthew Whitcomb is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Financial Resource Partners, LLC. Whitcomb also operates as an independent insurance agent through Matthew Whitcomb LLC. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to proprietary and third-party investment strategies through various platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
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