John Schlegel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Cambridge since 2009 and is also president and owner of Wyomissing Financial Group, an independent insurance agency. In addition, Schlegel is involved in coaching and directing water polo activities in the Pottstown area. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing multiple custody platforms and proprietary as well as third-party investment strategies.

David Szablowski is a Series 66 registered financial advisor with Cambridge Investment Research Advisors, where he has worked since 2012. He has 14 years of industry experience and also serves as a board member for Berks Catholic High School. Additionally, Szablowski has been a self-employed income tax preparer since the 1990s and works as a school business consultant. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and provides access to proprietary and third-party investment strategies across multiple platform arrangements.