Jacob Heeren is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and has worked with multiple financial firms since 2020. He serves as secretary for the Wheat Ridge Business Association board. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals, including proprietary and third-party strategies, with both discretionary and non-discretionary management.

Melodie Davis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Keith B Downey from 1998 to 2018 before joining Cambridge in 2018. In addition to advisory work, she is an independent insurance agent and active with Strategic Partners Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Blake Moore is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has four years of industry experience and has worked with Cambridge and Downey and Associates. Outside of advising, Moore works as a golf caddy. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and investment management services through independent financial professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.