Roxboro, NC Semora Rd. Office

Evan Dietz is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 license and one year of industry experience. His prior experience includes roles at Northwestern Mutual Life Insurance Company and involvement with Scouting Heroes, a sports and fitness-related business. He is also employed at Horner Financial Services in paraplanning. 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 financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Brittany Ashworth is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 66 license, with 10 years of industry experience. She previously worked at Lincoln Financial Securities Corporation and has been associated with Horner Financial Services since 2015. Ashworth also serves as a Notary Public in Roxboro, North Carolina. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services, employing various portfolio management and model-based solutions tailored to client objectives.

William Horner is a CFP® professional with 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Lincoln Financial Securities Corporation for 10 years. He serves as a secretary and board member of the Roxboro Community School. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement advisory, and financial-wellness services through independent Financial Professionals using a variety of portfolio management and model-based strategies.

William Horner is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 41 years of industry experience. His prior work includes roles at Lincoln Financial Securities and longstanding positions at GE Life and Annuity and Life of Virginia. He also operates an independent insurance agency, Horner Financial Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms and maintains proprietary and third-party model strategies, with a focus on tailored client solutions and integrated institutional support.