Coralville, IA E Grantview Lane Office

Dale Handley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Cambridge since 2020 and previously worked at VOYA Financial Advisors and Bridge Community Bank Investment Services. Outside of his advisory work, Handley is involved in entrepreneurial activities including ownership roles in food and beverage services and retail businesses. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies via multiple custody platforms and both discretionary and non-discretionary approaches.

Michael Brown is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Western Fraternal Life Association. Brown also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals who tailor strategies using a variety of platform arrangements and both proprietary and third-party models.

Jeffrey Pacha is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. He previously worked at Voya Financial Advisors and has been involved with Regina High School and Diamond Dreams Sports Academy. His outside activities include volunteering with the Regina Foundation and serving as a board member of the Johnson County I-Club, as well as ownership roles in several business entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides various investment solutions, including proprietary model strategies and access to unaffiliated strategists, with customizable discretionary and non-discretionary implementation options.

Kurt Vitense is a CFP® professional with 22 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes six years with VOYA Financial Advisors. Outside of his advisory role, he serves as a high school baseball coach with the Iowa City Community School District and is a co-owner of a fitness club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through independent financial professionals using a variety of portfolio management strategies and platforms.

Brianna Waller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. She previously served as Principal at Legacy Wealth Management and has held roles at Transamerica and MidWestOne Bank. 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 plan advisory through a network of independent Financial Professionals using both proprietary and third-party strategies.

Alicia Mitros is a CFP® professional with four years of experience, currently affiliated with Cambridge Investment Research Advisors. She has held roles at Cambridge Investment Research, Inc. since 2022. Outside of her advisory work, she serves as a volunteer president of the Wickham PTO in Coralville, IA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, with access to proprietary and third-party strategies tailored to client objectives.

Ryne Schooley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Northwestern Mutual in various roles from 2022 to 2024. In addition to his advisory role, Schooley is an independent insurance agent. 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 advisory services through a network of independent professionals, utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Derek Parker is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 15 years of industry experience. His career includes roles at Voya Financial Advisors and Diamond Dreams Sports Academy. He serves as a board member of the nonprofit organization 100+ Men Who Care. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, 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 professionals, employing both proprietary and third-party model strategies across multiple platform arrangements.

Greg McLaughlin is a financial advisor with Cambridge Investment Research Advisors in Coralville, IA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously at VOYA Financial Advisors from 2014 to 2020. Outside of advisory roles, he co-owns and operates a web-based proofreading service. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm utilizes a variety of investment platforms and offers both proprietary and third-party model strategies tailored to client objectives.

Dominique Lheureux is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining the financial sector, Lheureux worked for over a decade in the salon and spa industry. Lheureux is also involved in ownership of investment-related business entities. 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 advisory services through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.