Cincinnati, OH Montgomery Road Office

Christopher Flores is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and was previously with Lincoln Financial Advisors Corp for 15 years. Outside of his advisory role, Flores serves as a board member and volunteer for Green Umbrella in Cincinnati and is the treasurer for the Clifton Area Neighborhood School Parent Teacher Organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides customizable investment solutions through multiple platforms and combines proprietary and third-party strategies to meet client objectives.

Stephen Fortin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 33 years of industry experience. Prior to joining Cambridge in 2023, he worked for Lincoln National Life and Lincoln Financial Advisors from 2001 to 2023. He is also a partner and owner of Flores and Fortin Planning Group and serves as an independent insurance agent with Three Corners Capital. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and retirement plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing multiple custody and platform arrangements and a mix of proprietary and third-party investment strategies.