Oregon, OH Dustin Rd. Office

Frank Dobnikar is a financial advisor with Cambridge Investment Research Advisors in Oregon, Ohio, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. Outside of his advisory role, he is an independent insurance agent and serves as a member of a church finance committee, as well as a partner in a racing business entity. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base—including individuals, retirement plans, charitable organizations, and estates—through financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions delivered via independent Financial Professionals and supports both discretionary and non-discretionary strategies across multiple platforms.

Brent Shimman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. Outside of his advisory work, he serves as a minister for a religious organization. Cambridge Investment Research Advisors is a large SEC-registered firm providing 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 implementation options through multiple platforms and combines proprietary and third-party strategies tailored to client objectives.

James Bunke is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds a Series 63 designation and has worked previously at Cetera Advisors LLC. Outside of his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Jaiden Karrick is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Oregon, Ohio. He has been with Cambridge Investment Research in various capacities since 2022. Prior to his advisory role, Jaiden’s experience includes positions in education and operations, including work at the University of Toledo and Soap City Carwash. 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 plan advisory services through independent Financial Professionals using a range of platform arrangements and both proprietary and unaffiliated model strategies.

Zachery Briggs is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Oregon, Ohio. He has three years of industry experience and has been affiliated with Cambridge Investment Research entities since 2020. Prior to his financial advisory roles, he worked in the hospitality industry and at Miami University. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a large network of independent professionals. The firm offers a range of portfolio management solutions, including proprietary models under the Founders Gate Capital brand and access to third-party strategists.

Jason Repp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has been with Cambridge Investment Research since 2015 and previously worked at Creative Financial Partners and Humana. Outside of his advisory role, he is involved in accounting and bookkeeping services through a business called VolleyJackets. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through multiple platforms and proprietary models, with services tailored by independent Financial Professionals.