Jordan Olson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and two years of industry experience. His career includes roles at MML Investors Services, LLC and MassMutual Life Insurance Company, along with earlier work in retail and arts-related positions. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various investment platforms and strategies, including proprietary models and third-party manager referrals, with features that support advisor business relationships and institutional-scale capabilities.

Caden Lee is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at MassMutual Life Insurance Company and MML Investors Services, LLC. Outside of his advisory role, he has been involved with C. Lee Enterprises LLC, an entrepreneurial venture. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and multiple platform arrangements.

Joseph Bozo is a financial advisor with Cambridge Investment Research Advisors in Middleton, WI. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, MML Investors Services, LLC, and several other financial firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.