Mary Viccari is a financial advisor with LPL Financial in Fairfield, IA, holding a Series 66 designation and eight years of industry experience. Her prior experience includes multiple roles at Cambridge Investment Research from 2016 to 2021. Outside of her financial advisory work, she is employed with Shokai, LLC, where she waits tables and tends bar. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Robert Lewis is a financial advisor with Cambridge Investment Research Advisors based in Fairfield, IA, holding Series 63 and Series 66 credentials and having 19 years of industry experience. His prior work includes roles at LPL Financial, Bank of the West, BancWest Investment Services, and Securities America Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions including proprietary and third-party strategies, delivered via multiple platform arrangements and tailored to client objectives.

Austin Martin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. He has been associated with Cambridge Investment Research since 2010 and also owns Martin Auction Service, which he has operated since 1991. Martin serves as a stewardship committee member for Fairfield Friends Church and owns Tradewise Strategies LLC, a consulting and coaching firm. Cambridge Investment Research Advisors serves 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 professionals, utilizing a variety of portfolio management and investment strategies.

Tiffany Depenning is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing eight years of industry experience. She has been affiliated with Cambridge Investment Research since 2011. Outside of her advisory role, she is involved in content creation focused on sport, fitness, and gaming. 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 a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

Bridget Mellott is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds a Series 66 designation and has been with Cambridge Investment Research, Inc. since 2008. Outside of her advisory role, Mellott serves as a board member for the Jefferson County Farm Bureau in Fairfield, Iowa. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals using various portfolio management strategies and platform arrangements.

Marcella Downing Rysdam is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and 10 years of industry experience. She has been with Cambridge Investment Research since 2015. 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 services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and both discretionary and non-discretionary strategies.

Kristen Civin is a financial advisor with Cambridge Investment Research Advisors in Fairfield, IA, holding a Series 66 designation and 10 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017, following a one-year tenure at Ameriprise Financial Services. Outside of her advisory role, she is an owner and partner of a business entity named Osage + Lily. 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, providing both discretionary and non-discretionary strategies with access to proprietary and third-party models.

Jody Totton is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Fairfield, Iowa. She has 15 years of industry experience and has been with Cambridge Investment Research Advisors and its related entity since 2015. Totton serves as a board member of the Dillon Valley Condominium Association. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent financial professionals, incorporating both proprietary strategies and third-party managers under multiple platform arrangements.

Stephen Crew 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 since 2013. Outside of his advisory role, he is employed part-time in bookkeeping at the Mt Pleasant Golf & Country Club in Iowa. 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 a range of services such as financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing various portfolio management approaches and multiple custody platforms.

Gabrielle Harris is a financial advisor with Cambridge Investment Research Advisors in Fairfield, IA, holding a Series 66 designation and 10 years of industry experience. Her career includes multiple roles at Cambridge Investment Research entities since 2011 as well as a two-year tenure at LPL Financial. Outside of her advisory work, she is employed in the food and beverage sector. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals, utilizing proprietary and third-party models across various custody platforms.

Seth Miller is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked with Cambridge Investment Research since 2008, including roles at Continuity Partners Group. Outside of advisory work, he is involved in several business ventures, including operating Cedar Valley Winery and owning a horse racing enterprise. 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, retirement plan advisory, and financial wellness services through a network of independent professionals, using a range of portfolio management strategies and custodial platforms.

Clinton Griffis is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He has worked at Cambridge Investment Research in various capacities since 2015 and served in the Iowa Army National Guard from 2008 to 2017. Outside of financial advising, Griffis is the owner of a gaming business called THEREALJEXTER. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, employing a variety of portfolio management and advisory strategies tailored to client objectives.

Matthew Nelson is a financial advisor with Cambridge Investment Research Advisors in Fairfield, Iowa, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2008 and at Cambridge Investment Research, Inc. since 2005. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, with a range of portfolio management options including proprietary and third-party model strategies.

Brian Olson is a financial advisor with Edward Jones in Fairfield, Iowa, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Olson manages real estate properties, including maintaining the building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Jason Conner is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2013. Outside of his advisory role, Conner serves as a trustee and board member of Pilgrim Nazarene Church and is a board member of Green Mound Cemetery. 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 services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and platform arrangements.

Jeffrey Voreis is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cambridge since 2009. Outside of his advisory role, he serves as a committee director for the local Cub Scouts and chairs the parent’s committee. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of investment platforms and strategies tailored to client objectives.

David Silvers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and affiliated with Cambridge Investment Research, Inc. since 2006. Outside of his advisory role, he volunteers as a coach for the Cardinal-Pekin Dust Devils Trap Team. 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, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody platforms and offering both proprietary and third-party investment strategies.

Richard Ede Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held roles at Cambridge Investment Research Advisors since 2018 and has concurrently worked with Bostrom and Broker Dealer Financial Services Corp. Additionally, he has worked as an IT project manager outside the industry. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm utilizes multiple custody platforms and proprietary and third-party investment strategies, combining discretionary and non-discretionary portfolio management tailored to client objectives.