Joseph Loewenstein is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual in various capacities for over a decade. He is also involved with Cornerstone Financial Consultants, LLC, a financial services office based in Washington, MO. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary models and third-party manager referrals, with a notable emphasis on compliance and advisor business relationships.

Erin Wideman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 34 years of industry experience. She has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2016 and previously at Money Concepts Capital Corp. Wideman serves as treasurer for a local volunteer organization. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers its services through independent Financial Professionals using a variety of portfolio management and platform solutions.

Timothy Kluesner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior work includes a long tenure at Farmers Financial Solutions and Farmers Insurance Group. He is based in Washington, MO. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple custody and platform arrangements alongside a range of proprietary and third-party investment strategies.