Kathleen Hinz is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years before joining Cambridge in 2023. Outside of her advisory role, she is president and owner of a personal corporation and has experience as an independent insurance agent and in marketing through a DBA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment strategies through a network of independent Financial Professionals using multiple custody platforms and proprietary as well as third-party model strategies.

Stefani Iverson is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds the Series 66 designation and has worked as an independent financial advisor since 2018. Iverson also operates Living Tree Financial Consulting and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals.

Jenifer Jensen is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. She holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. and Willamette Financial Group LLC. Outside of her advisory role, she owns a consulting and administrative support business and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.