Dublin, OH Wilcox Place Office

Jacob Williams is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including United Planners' Financial Services of America and Gilmore Enterprises, Inc DBA GA Financial Resources. Outside of his advisory role, he has maintained a career as a self-employed musician since 2008. Cambridge Investment Research Advisors serves a diverse clientele that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies and platforms tailored to client objectives.

Mary Gilmore is a financial advisor with Cambridge Investment Research Advisors, holding 15 years of industry experience. She has worked at Step Up Wealth Management LLC and United Planners' Financial Services, and has operated Gilmore Enterprises, Inc. for over 30 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using proprietary and third-party strategies across multiple platform arrangements.

Brent Gilmore is a ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held prior roles at United Planners' Financial Services and operates Step Up Wealth Management, LLC. Additionally, he serves as Director of the Saints and Sinners Golf League, an organization active since 2004. 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 services through a network of independent professionals using various portfolio management strategies and platforms.