James Lohse is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been affiliated with Cambridge and Independence Capital Financial Partners since 2012. Outside of his advisory role, he serves as an independent insurance agent and acts as an ambassador for the Naperville Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management through a network of independent professionals, providing multiple portfolio management options and a range of proprietary and third-party strategies to tailor client solutions.

David Duncan is a financial advisor with Cambridge Investment Research Advisors in Lombard, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its predecessor entity since 2006. Outside of his advisory role, he is also an independent insurance agent affiliated with ASH Brokerage and Penn Mutual. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes 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 tailored to client objectives.

Andrew Lohse is a financial advisor with Cambridge Investment Research Advisors, holding the PFS™ designation and Series 63 and 65 licenses. He has 24 years of industry experience and has been affiliated with Cambridge and Independence Capital Financial Partners since 2012. Outside of advising, he mentors Elmhurst College finance students on non-investment topics. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various portfolio management and wrap-fee programs across multiple custody platforms.