Cincinnati, OH Jager Ct. Office

Trenton Macke is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and four years of industry experience. He has worked within various branches of Cambridge Investment Research since 2019 and is also associated with Deadlow Brewing Company. Macke operates as an independent Medicare and insurance agent and manages trading activities for in-house models at Interdependant Advisor Strategies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management options through multiple platforms and proprietary as well as third-party strategies, with institutional features supporting advisor business relationships and compliance.

Maxwell Kosman is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Clark Capital Wealth Management and The Rosselot Financial Group. Kosman serves as a board member and volunteer for the Cincinnati Rugby Football Club. Cambridge Investment Research Advisors is a large SEC-registered adviser 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 using various portfolio management and platform arrangements.

John Maddrill IV is a CFP® with 31 years of experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2022. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is the owner of Happy 2 Brewing Company in Cincinnati. 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 plans, charitable organizations, and trusts. The firm offers a variety of investment solutions through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies.

Anthony Cook Jr. is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds Series 66 and Series 63 credentials and has worked at several firms, including Mass Mutual Life Insurance Company and Trinity Pension Consultants. Outside of financial advising, he was involved with Cartridge Brewing from 2020 to 2022. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management services through independent Financial Professionals, utilizing multiple custody platforms and a range of portfolio management strategies.

Ryan Grote is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH. He holds the Series 63 and Series 66 designations and has 13 years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2017, he worked at INVEST Financial Corp. Grote is also involved in several financial services activities through various business entities. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options including proprietary models and third-party strategies.

Trenton Rogers is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked with Cambridge Investment Research Inc. since 2021. Prior to his advisory career, he was self-employed in landscaping and held various other roles. 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, utilizing both proprietary and third-party investment strategies tailored to client objectives.

Cristina Waugh is a Series 66 licensed advisor with Cambridge Investment Research Advisors in Cincinnati, OH, with four years of industry experience. Prior to her current role, she has been associated with Cambridge Investment Research Inc. and United Healthcare, where she also works as an independent Medicare sales agent. She has balanced her financial services career alongside being a stay-at-home parent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm employs a range of investment solutions through proprietary models and third-party strategists, with both discretionary and non-discretionary management tailored to client objectives.

Paul Ganim is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. Prior to joining Cambridge in 2017, he worked at Fidelity Investments for 18 years. Outside of his advisory role, he is a director of compliance and education at Interdependent Advisors LLC and is a passive investor in a local brewing company. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, charities, trusts, and retirement-plan sponsors—offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides multiple investment implementation platforms, including proprietary models and access to third-party managers, with tailored discretionary and non-discretionary strategies.

Peter Swenty II is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior experience includes roles at Kestra Advisory, Kestra Investment Services, and Morgan Stanley. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment implementation options, including proprietary and third-party strategies, with both discretionary and non-discretionary management tailored to client objectives.

John Kline is a financial advisor at Cambridge Investment Research Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2023, following four years at Money Concepts Capital Corp. Outside of his advisory roles, he serves as president of Advanced Financial Solutions Group, focusing on tax services, and Azure Advisory, which provides financial coaching. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes 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 using various portfolio management and model-based solutions.

Todd Yawit is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. He holds a Series 63 designation and is based in Cincinnati, OH. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad 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 Financial Professionals, utilizing proprietary models, third-party managers, and multiple custody platforms to tailor strategies to client objectives.

Geoffrey Ringle is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Cambridge since 2017 and also serves as a firefighter and paramedic for the City of Cincinnati Fire Department. 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, employing a range of portfolio management approaches and proprietary and third-party strategies.

Nathan Young is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Cincinnati, OH. His prior experience includes roles at Somerville & Co and various positions outside the financial industry. 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 through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Kevin Hagerty is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Cambridge since 2012. 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 comprehensive financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

James Stewart is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, and MetLife Resources. Stewart also operates as an independent insurance agent and manages The Rosselot Financial Group in Cincinnati, OH. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory through a network of independent professionals, providing both proprietary and third-party strategies tailored to client objectives.