Adam Phillipich is a Series 66-licensed advisor with 17 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020, following an 11-year tenure at Axa Advisors, LLC. Outside of his advisory role, Phillipich serves as Chairperson of the Bloomington Future Leaders Steering Committee through the Bloomington Chamber of Commerce. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Thomas Tollefson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and having 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011, following a prior role at Equitable Advisors. Outside of his work at Cambridge, he serves as president of CPHASE Financial. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm manages a multi-billion dollar asset base and offers a range of account platforms and proprietary model strategies.