Adam Phillipich is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. He previously worked at Axa Advisors, LLC for 11 years before joining Cambridge Investment Research in 2020. Outside of his advisory work, he serves as chairperson of the Bloomington Chamber of Commerce's Bloomington Future Leaders Steering Committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement advisory services through independent financial professionals utilizing a range of portfolio management strategies and platform arrangements.

Thomas Tollefson is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He has been with Cambridge since 2011 and holds a Series 66 designation. Outside of his role at Cambridge, he serves as president of CPHASE Financial, an investment-related business. 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, and retirement plan advisory through a network of independent professionals, utilizing various platform arrangements and both proprietary and third-party strategies.