Bonita Springs, FL S. Bay Drive Office

Jodi Amos is a financial advisor with Cambridge Investment Research Advisors in Bonita Springs, FL, holding 10 years of industry experience. She has worked at Cambridge since 2026 and previously was with Commonwealth Financial Network and Commonwealth Advisory Group, Ltd. Jodi is also co-owner of 4Rivers Wealth Management, a private entity involved in securities, advisory, and insurance business. 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 independent Financial Professionals using a range of portfolio management and model-based solutions.

Newlin Archinal is a CFP® professional with 18 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He is a co-owner and managing partner of 4Rivers Wealth Management, a private entity that facilitates securities, advisory, and insurance business. His prior experience includes roles at Commonwealth Financial Network and BPU Investment Management. 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 multiple custody platforms and both discretionary and non-discretionary investment strategies.