by Jon | Jul 25, 2025
(970) 818-8003 Jessica Beck Sopris Wealth Advisors Jessica Beck is a CERTIFIED FINANCIAL PLANNER™ who has been helping her clients gain financial clarity and confidence for more than seventeen years. She is passionate about financial planning and empowers her...
by Jon | Jul 25, 2025
303-996-8855 Jeffrey Hochwalt Financial Resource Partners Jeffrey Hochwalt is the Managing Member of Financial Resource Partners based in Dayton, Ohio. He’s been an advisor with Cambridge Investment Research since 2008. When he’s not busy connecting...
by Jon | Jul 25, 2025
303-338-1901 Jamie Swanbom Cambridge Investment Solutions We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you...
by Jon | Jul 25, 2025
636-294-9643 Jim Mound Cambridge Investment Research Jim Mound is on the team of advisors at Cambridge Investment Research Advisors in O’Fallon, MO. Jim has been working for 36 year(s), and his current role is with Cambridge Investment Research and Cambridge...
by Jon | Jul 25, 2025
573-397-7740 Jake Walters Aligned Wealth Group Jake Walters earned his Bachelors degree in Business Administration, majoring in Finance andBanking, from the University of Missouri in 2021. Upon graduation, Jake delved into thesecurities industry, discovering...
