Joshua Bolan is a financial advisor with Cambridge Investment Research Advisors holding Series 65 and Series 63 licenses and has nine years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Cambridge Investment Research, Hornor Townsend & Kent Inc, JSB Retirement Solutions, and Schreck Financial Group. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals utilizing a variety of portfolio management and model-based solutions.

Alex Buck is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation. He joined the firm in 2026 and has prior experience at Foundation Building Materials since 2013. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of investment strategies across multiple platform arrangements.

Bradford Schreck is a ChFC® credentialed financial advisor with 44 years of industry experience. He currently works at Cambridge Investment Research Advisors and previously spent 30 years at Hornor, Townsend & Kent, Inc. Schreck serves on the boards of St. Vincent de Paul and Starkey Inc., reflecting his involvement in nonprofit organizations. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management strategies and platform options.

Shawn Omara is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2001 and was associated with Hornor Townsend & Kent Inc for over two decades. Outside of his advisory role, he operates as an independent insurance agent through Schreck Financial Group. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services via a network of independent Financial Professionals. The firm offers diverse portfolio management options and emphasizes transparency around affiliated strategies and advisor business relationships.

Donald Schreck is a ChFC® and Series 63 credentialed financial advisor at Cambridge Investment Research Advisors with 46 years of industry experience. He worked at Hornor, Townsend & Kent, Inc. for 30 years before joining Cambridge in 2022. Outside of his advisory role, he is an independent insurance agent through Schreck Financial Group, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals, employing a range of portfolio management strategies across multiple custody platforms.

Daniel Buck is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including 16 years at Hornor Townsend And Kent, Inc., and has owned and operated Insurance Strategies Inc. since 1985. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using various portfolio management strategies and platform arrangements tailored to client objectives.