Joel Jensen is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He previously spent 21 years at Lincoln Financial Advisors Corporation before joining Cambridge in 2024. Jensen holds a Series 63 designation and is based in Westlake, Ohio. He is also the owner of Wealthplan Partners LLC, an independent advisory business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Michael Norman is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Edward Jones. Outside of his advisory role, he owns Avon Party Tent Rental. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals using various portfolio management and model-based solutions tailored to client needs.

August Golinski is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 13 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 11 years before joining Cambridge in 2024. Golinski also operates as an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions delivered through independent Financial Professionals, utilizing multiple platform arrangements and proprietary models alongside third-party strategist access.