Stephen Youhn is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 credential and 19 years of industry experience. Prior to joining Cambridge, he spent five years at ProEquities Inc. and one year at Farmers Insurance. He also serves as a board member of Bridgeport Financial Solutions, an RIA based in Fairfield, IA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, employing a range of portfolio management and model-based strategies.

Taylor Mast is a financial advisor with LPL Financial in Fairfield, IA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Cambridge Investment Research Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Eric McConnell is a CFP® and ChFC® with 21 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he serves on the Board of the Hollytrace Property Owners Association and is a member of the Lee University Business Advisory Council, contributing to business curriculum and alumni relations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of investment strategies and platform arrangements tailored to client objectives.

Joshua Miller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. He has worked with Cambridge Investment Research since 2018 in various capacities. Outside of his advisory role, Miller is involved in several business ventures including agriculture, retail sales and distribution, and travel services, and serves as a board member at the Lake Darling Youth Center in Iowa. 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 financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

Shayna Henderson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. She has been with Cambridge Investment Research since 2011 and with Cambridge Investment Research Advisors since 2015. Outside of her advisory role, she owns a food and beverage business and works as a freelance transcriptionist and captionist. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platform options, proprietary and third-party model strategies, and features institutional-level support such as advisor transition programs and compliance processes.

Andrea Shafer is a financial advisor with Cambridge Investment Research Advisors in Fairfield, IA, holding a Series 66 designation and 17 years of industry experience. She has been with Cambridge since 2010 and has worked within the broader Cambridge organization since 2007. In addition to her advisory role, Shafer is a licensed attorney in Iowa and Illinois. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Jill Simmons is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She holds a Series 66 designation and previously worked with the Ottumwa Community School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals who use a variety of portfolio management strategies across multiple platforms.

Katrina Jackson is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Her career includes multiple roles at Cambridge Investment Research and Royal Alliance Associates before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a wide range of discretionary and non-discretionary investment strategies.

Sagar Patel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. His work history includes multiple roles within Cambridge Investment Research entities since 2012 and positions at FBL Marketing Services and FBL Financial Group. Outside of advising, he is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals utilizing various portfolio management and platform arrangements.

Brittany Guffey is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds the Series 66 designation and has been with Cambridge since 2013. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a range of portfolio management and model-based solutions across multiple custody platforms.

Kevin Ihrke is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Principal Securities Inc. and Principal Life Insurance. In addition to his advisory work, he serves as a board member of the Fairfield Public Library Foundation and as secretary for the Alano Society of Ottumwa. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, trusts, and charitable organizations through a network of independent financial professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Chad George is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Fairfield, IA. He has 11 years of industry experience, including nine years with Cambridge Investment Research Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, offering various portfolio management strategies tailored to client objectives.

Jeffrey Vivacqua is a financial advisor with Cambridge Investment Research Advisors based in Fairfield, Iowa. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to his current role, he was associated with Continuity Partners Group, LLC. Outside of his advisory work, he serves as the treasurer for a local sheriff campaign and is a board member of a charitable foundation. Cambridge Investment Research Advisors serves a diverse client base including 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, utilizing a range of portfolio management strategies and custodial platforms tailored to client objectives.

Brian Murphy is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Cambridge Investment Research Advisors since 2018. Outside of his advisory work, he owns and operates an online retail store called SHUTTERSAVVY. 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 services. The firm provides a range of investment solutions through independent Financial Professionals, utilizing proprietary models and access to third-party strategies across multiple platform arrangements.

Dylan Gilpin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has been affiliated with Cambridge Investment Research in various capacities since 2016. Outside of his advisory role, he is involved in professional disc golf tournaments. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals, employing a range of portfolio management strategies and platform options tailored to client objectives.

Andrew Bowers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Cambridge since 2007. Outside of his advisory role, Bowers serves as an All-Source Intelligence Analyst with the Iowa Army National Guard. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing both proprietary and third-party model strategies with various custody and platform arrangements.

Elizabeth Allen is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors. She has experience working with SmartPro Financial and has been in the industry since 2020. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and platform arrangements.

Bradley Conner is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing 11 years of industry experience. He has worked at Cambridge Investment Research in various capacities since 2015 and serves as a trustee and treasurer for the Pilgrim Nazarene Church in Mount Pleasant, Iowa. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a range of portfolio management and model-based solutions.

Thomas Wittrock is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with Cambridge Investment Research Advisors since 2020 and was previously associated with Cambridge Investment Research, Inc. He also worked at Brown's Shoe Fit and Iowa Wesleyan University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and custody arrangements.

Tyler Miller is a financial advisor with Cambridge Investment Research Advisors in Fairfield, IA, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior roles include positions at Stifel Nicolas, American Funds, and Frost Investment Advisors. He also serves as a professor at Southern Illinois University Edwardsville School of Business. 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 plan advisory services through a network of independent Financial Professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party strategies.