Fort Collins, CO E Stuart St. Office

Matthew Dixon is a CFP® certificant with 10 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at LPL Financial and Securities America. He is also involved with Intelligis Spatial Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of proprietary and third-party investment strategies.

Alexander Dixon is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Thrivent Financial. Outside of his advisory role, he has experience in marketing and has worked with Colorado Christian University. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various custody platforms and proprietary and third-party investment strategies.

Daniel Baumgold is a CFP® professional with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes a four-year tenure at LPL Financial LLC and a role at JBA Wealth Management. Outside of financial advising, he has been involved in snake breeding through a non-investment-related business in Fort Collins, CO. 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 through a network of independent Financial Professionals. The firm offers multiple portfolio management options and incorporates both proprietary and third-party model strategies tailored to client objectives.

Jacob Miller is a CFP® professional with four years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at LPL Financial LLC and JBA Wealth Management Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers various portfolio management options and maintains proprietary as well as third-party model strategies, with an emphasis on customized investment implementation across multiple platforms.

Melissa Dixon is a CFP® with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior experience includes roles at LPL Financial and Securities America Advisors. She also holds a notary commission. 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 services through a network of independent professionals and provides a range of implementation options across multiple platforms and strategies.

Tamira Eberhardt is a CFP® professional with 10 years of industry experience currently with Cambridge Investment Research Advisors. She previously worked at LPL Financial and Securities America Advisors, and also operates JBA Wealth Management in Fort Collins, CO. Eberhardt holds a notary commission in addition to her financial advisory roles. 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 through a network of independent Financial Professionals. The firm provides multiple investment implementation strategies across various platforms, including both proprietary models and access to external strategists.

Darin Luze is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at LPL Financial and Securities America Advisors. Luze is involved in a wealth management group and holds ownership interests related to that business in Fort Collins, Colorado. Cambridge Investment Research Advisors serves a diverse client base with services including financial planning, investment management, and retirement plan advisory, utilizing a variety of portfolio management approaches delivered through a network of independent Financial Professionals.