Bryan, OH Office

Blake Rockey, CFP® is a Certified Financial Planner® and fee-based fiduciary advisor registered through Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm offering services through a network of independent professionals. The independent professionals serve a diverse client base, including individuals, pension plans, charitable organizations, and trusts- using a range of portfolio management and model-based solutions. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services. through a network of independent professionals.

Jill Powers is a CFP® professional with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. She is also a member of HPH Financial Corp, the holding company for Trilogy Wealth Advisors, where she serves as president. Outside of her advisory role, she works as a volleyball official on a contract basis. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers both discretionary and non-discretionary portfolio management through various platforms, with proprietary and third-party strategies tailored to client objectives.

Stephen Hess is a CFP® with 28 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. He has held various roles including independent insurance agent and shareholder in a financial services corporation. Hess serves as Chairman of the Bryan Area Foundation board and contributes as a committee member at Trinity Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and advisory services delivered by a network of independent professionals. The firm offers a range of portfolio management solutions across multiple platforms, combining proprietary model strategies with access to third-party managers.

Thomas Hofbauer is a financial advisor with Cambridge Investment Research Advisors in Bryan, Ohio, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, he is a shareholder at HPH Financial Corp, involved in financial planning and advisory services. 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 advisory services through a network of independent professionals who utilize a variety of portfolio management approaches tailored to client needs.

Craig Bavin is a financial advisor with Cambridge Investment Research Advisors who holds 30 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and has been associated with Trilogy Wealth Advisors since 2007. Outside of his advisory role, Bavin serves as co-coordinator of concession stands for Hilltop High School Athletic Boosters and is a commissioned notary in Ohio. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Emily Altaffer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and 16 years of industry experience. She previously worked at Briskey Financial Services LLC for 10 years before joining Cambridge in 2018. Outside of her advisory role, she is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients with financial planning, investment management, and retirement advisory services. The firm offers tailored investment strategies through a network of independent financial professionals, employing a range of portfolio management approaches including proprietary models and third-party managers.