The Villages, FL Office

Richard Ness is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Ness is also an independent insurance agent for various companies through RJN Financial Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing 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 tailored to client objectives.

David Nesbitt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at LPL Financial and Cambridge Investment Research, Inc., and he has operated Nesbitt Financial Services since 2006. He serves as a volunteer treasurer for a nonprofit organization. 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 advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions across multiple custody platforms.

Robert Coffin is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lincoln Financial Securities Corporation, Level Four Advisory Services, and LPL Financial. He is also the owner of Coffin Wealth Management, a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management and model-based strategies across multiple custody platforms.

Amy Posch is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with Cambridge Investment Research Advisors since 2021 and previously operated AlphaGraphics Savannah for ten years. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a range of portfolio management strategies and access to both proprietary and third-party investment solutions.

Duwayne Boettcher is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously held roles at SII Investments and Kernel Software Inc. Outside of his advisory work, he has been involved with Center Stage for over 20 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management and model-based strategies.