Bartt Stevens is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Cambridge since 2010 and also operates as an independent insurance agent specializing in health and life insurance. Additionally, he serves as a precinct committeeman for the Republican Party in Tazewell County, Morton Township. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing proprietary and third-party strategies across multiple platform arrangements tailored to client objectives.

John Witzig is a ChFC®-designated financial advisor with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge entities since 2009 and also serves as vice president of Witzig Financial Strategies. Outside of his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals, using a range of portfolio management solutions tailored to client objectives.

Philip Schmidt is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the PFS™ and Series 63 designations. Schmidt has been affiliated with Cambridge Investment Research Advisors since 2016 and also serves as Vice President and CPA/VP of Finance & Operations at Witzig Financial Strategies. He is a board member of South Side Mission, participating in board and committee meetings as well as fundraising events. Cambridge Investment Research Advisors serves 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 a range of portfolio management strategies and platform options.

Michael Witzig is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2010 and was previously with Burton Consulting for nearly two decades. Outside of advising, Witzig is a CPA providing tax preparation services and serves on the boards of the Morton Economic Development Council and the Salvation Army estate advisory board. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers comprehensive financial planning, investment management, and retirement plan advisory services, utilizing both proprietary and third-party strategies across multiple platform arrangements.