James Wurbs is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding a Series 66 designation and 23 years of industry experience. His background includes roles at Cambridge Investment Research Inc since 2014 and partnerships at Dunning & Associates CPAs, LLC, and Dunning Financial Partners. He is also an independent insurance agent and provides tax preparation and accounting services through Dunning and Associates CPAs. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through a network of independent professionals with access to proprietary and third-party model solutions across multiple platform arrangements.

Jason Brotsky is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds the Series 66 designation and has served as a managing partner and independent insurance agent for multiple firms, including Strategic Partners Financial Group and Dunning Financial. Brotsky is also involved in financial education as a workshop presenter for the Association of Financial Educators. Cambridge Investment Research Advisors is a large SEC-registered adviser 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 a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client goals.