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Have a quick inquiry? Schedule a 20-minute Ask Me Anything virtual meeting with one of the advisors below!

José Chavez

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Randy Hein, CFP®

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Trenton Macke

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Ryan Antepenko, AIF®

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Nate Kosman, AIF®

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Ryan Grote, AIF®

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Anthony Cook

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John Maddrill,
CFP®, CLU®, LUTCf®

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OUR ACCOLADES

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Cambridge’s Form CRS (Customer Relationship Summary)

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2024, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

CityBeat’s Best of Cincinnati 2024 Award for Best Financial Planning Services, second place is based on a poll of readers, results released April 2024. This award is not based on investment performance

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Cambridge and Rosselot Financial Group are not affiliated.