Portage, MI Mall Dr. Office

Jaime Weenink is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. Before joining Cambridge in 2024, Jaime worked at Edward Jones for 13 years. Outside of advising, Jaime is an owner of a real estate business in Galesburg, Michigan. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides various investment solutions through independent Financial Professionals, utilizing proprietary and third-party strategies across multiple custody platforms.

Gregory Hardy is a CFP® professional with 18 years of experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge and its related entities since 2013. Hardy holds multiple independent insurance agent roles and is active as a board member of the West Michigan Estate Planning Council. He also coaches youth travel baseball and owns several financial and tax service businesses. 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 plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Daniel Rishel is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and three years of industry experience. He has worked at Cambridge Investment Research Advisors since 2021 and is also associated with Beckwith Financial Services. Outside of his advisory roles, he has been involved with a business called Chinn Chinn since 2013. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers customized investment strategies through various platform arrangements, combining proprietary models with access to third-party managers.