Shane Stuart is a financial advisor with Cambridge Investment Research Advisors in Rockford, IL, holding a Series 66 designation and five years of industry experience. He has been with Cambridge since 2021 and has prior experience working with the Rockford Park District. Outside of his advisory role, Stuart coaches high school golf and serves as treasurer for the Tony Steward Scholarship Fund. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients including individuals, pension plans, charities, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of portfolio management approaches tailored to client objectives.

Adam Ludwig is a financial advisor with Cambridge Investment Research Advisors in Rockford, IL, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Cambridge since 2016 and serves as a board director at Exchange State Bank. Ludwig is also an independent insurance agent and founder of Anchor Wealth Management LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory through a network of independent professionals, offering both proprietary and third-party model strategies across various custody platforms.

Angela Whittenburg is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and one year of industry experience. Her prior work includes roles at Randall Wealth Management and Alden Debes. 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 plan advisory services through a network of independent professionals, utilizing a range of portfolio management solutions and platform arrangements tailored to client objectives.

Daniel Leonard is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 22 years of industry experience, including roles at LPL Financial and Byron Bank. Leonard has been with Cambridge Investment Research Advisors since 2018. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through independent Financial Professionals, utilizing proprietary models, third-party managers, and various custody platforms.

Christopher Perry is a CFP® with six years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He previously worked at U.S. Bank for eight years. Perry is also involved with an advisory role for another registered investment adviser. 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 provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of portfolio management strategies.