Chesterfield, MO S Woods Mill Rd. Office

Ross Pfeifer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services for 13 years. Outside of his advisory role, he operates the Lee Camene Insurance Agency, an independent insurance business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers a variety of investment implementation options through multiple custody platforms and proprietary and third-party strategies, accommodating both discretionary and non-discretionary approaches.

Aaron Stewart is a Series 66-registered financial advisor with 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2024 and previously spent 17 years at THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, Stewart is involved in business coaching and consulting and serves as an independent insurance agent for various agencies. 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 professionals and employs multiple investment platforms and strategies tailored to client objectives.

Debra Nelson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Cambridge since 2024 and previously spent 26 years with The O.N. Equity Sales Company and has been affiliated with Paul L. Rotermund, Jr. CFP for over 29 years. Outside of her advisory role, she is an independent insurance agent with The America Group LLC. 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 through a network of independent professionals. The firm provides discretionary and non-discretionary strategies across multiple platforms, featuring proprietary models and access to unaffiliated strategists, along with institutional-level compliance and business support.

Colette Knobeloch is a CFP® professional with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include positions at OSAIC, Sagepoint Financial, First Allied Advisory Services, and Wells Fargo Advisors. She is also engaged in a side business related to insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various portfolio management options and access to both proprietary and third-party strategies, supporting discretionary and non-discretionary investment approaches tailored to client objectives.

Michael Wollenberg is a financial advisor at Cambridge Investment Research Advisors with 6 years of industry experience. He holds a Series 66 designation and previously worked at The ON Equity Sales Company and Ohio National Insurance Agency. Outside of his advisory role, he is involved with Saint Louis Distillery as a distiller and tour guide and owns a college planning business, A Plus College Solutions. 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 various custody platforms and both discretionary and non-discretionary strategies.

Jack Kessinger is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience and has worked with Cambridge and The America Group in various roles. Outside of advising, he is also registered as an 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, 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 and platform arrangements and a range of proprietary and third-party investment strategies.

Dalton Scaggs is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Gulf Breeze Holdings LLC and S.W.A.N. Insurance, where he has been involved for over a decade, as well as managing a lawn care business from 2013 to 2018. 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 advisory services through independent professionals, utilizing both proprietary and third-party model strategies across various custody platforms.

Jeffery Seeburger is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. His prior work includes roles at THE O.N. Equity Sales Company, Ohio National Financial Services, Park Avenue Securities, and Guardian Life Insurance. He has been involved with Lindenwood University since 2009 and holds Series 63 and Series 66 designations. Outside of advising, he is a secretary at PJ's Coffee of Lake St Louis, a local coffee shop. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients 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, employing both proprietary and third-party model strategies across various custody platforms.

Charles Stewart is a ChFC® credentialed financial advisor with 50 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Cetera and the Paul Rotermund Agency. Stewart is also an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and other clients. 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 platform arrangements.

Vincent Klein is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Saxony Capital Management and Madison Avenue Securities. Klein serves as a board member of EO St. Louis and is involved with the Christ Prince of Peace Knights of Columbus Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing both proprietary strategies and third-party managers across various platform arrangements.