Jami Johnson is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Principal Securities and Associated Benefits Corporation. Johnson is also employed at Jordan Creek Financial Solutions. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, employing both proprietary and third-party strategies tailored to client objectives.

Tyler Klyn is a CFP® and ChFC® with 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory work, he serves as a youth athletics weight trainer at Pella Christian High School. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Cody Phelps is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and has prior experience at Broker Dealer Financial Services Corp. since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and maintains both proprietary and unaffiliated investment strategies tailored to client objectives.