Paul Nenni is a financial advisor with Cambridge Investment Research Advisors in Middletown, Ohio, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also owns Nenni & Company CPAs, providing accounting and tax services. Outside of his advisory and accounting roles, he serves as treasurer for two local nonprofit organizations and is a part-owner of a wine bar. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, providing customizable strategies across multiple platforms with both proprietary and third-party investment options.

Monica Thomas is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. She has worked at Cambridge Investment Research Advisors since 2025 and has a background that includes three years with the City of Middletown and ten years with West Central Wine, LLC. She serves as a board member of the Middletown Garden Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing proprietary and third-party strategies across multiple custody and platform arrangements.