Jeffrey Olson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously at Cadaret, Grant & Co., Inc. from 2010 to 2019. Outside of his advisory roles, Olson co-founded Ascent Wealth Strategies Group LLC and serves as the lead partner of an MLB season ticket group. 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 advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

John Miller is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2014. He is also a co-founder of Ascent Wealth Strategies Group, LLC, and manages beehives at Light of the Capital at Woodbyrne Farm in Germantown, MD. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals utilizing a range of portfolio management strategies and platform arrangements.