Broker Check

Our Trusted Partners

Cambridge Investment Research

Cambridge Investment Research is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private control.  They offer a broad range of choices for “independent” financial professionals regarding solutions for advice, growth, technology, and independence.  Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc - an independent broker-dealer, member FINRA/SIPC, that is among the largest privately controlled independent broker-dealers in the country. 

They believe advisor choice to be their business, and they are committed to serving quality independent financial professionals focused on serving the best interest of their clients.

Cambridge was founded in 1981 and serves nearly 3,400 producing independent advisors with over $100 billion in assets under management and is approaching nearly $1 billion in annual revenue.

They have been recognized as the industry’s “Broker-Dealer of the Year” 9 of the last 11 years among broker-dealers who have over 1,000 producing advisors.

Hyland Insurance

Hyland Insurance was founded in 1983 by brothers, Tim and Pat Hyland. The agency has grown significantly over the years and is now one of the largest locally owned agencies in the Greater Louisville area. Initially, the company focused on Property & Casualty insurance, but now has expanded to include Employee Benefits and Senior Care programs as part of their agency services. Today, Hyland Insurance is run by CEO and President Terry Hyland and employs 35 people who provide insurance services to over 7,000 personal and business clients. Hyland offers a “single source solution” for all your insurance needs.

Retirement Strategies Group

Retirement Strategies Group (RSG) is a third-party administrator of qualified retirement plans. For over two decades, their associates have excelled at offering customized and effective retirement planning solutions. From design and implementation to communication and ongoing administration, RSG is committed to helping you achieve maximum results from your plan.

RSG is a business that focuses on the future, always looking for ways to manage the inevitable changes that affect the retirement plan industry. They are skilled at incorporating innovations at every customer touch point to ensure each client’s retirement plan meets its goals and are committed to helping their clients navigate the complex rules and regulations that govern the retirement plan industry.

The owners and employees of RSG are sensitive to change; when it happens, they are ready to guide their clients through it to a positive outcome that fits their business and goals. Because they ALWAYS have their clients’ goals in mind, they monitor their plans, looking for ways to improve, redesign and streamline as their client’s businesses go through inevitable changes.

Retirement Strategies Group serves over 24,000 plan participants, has nearly 1.5 billion in assets under management with a staff that has an average of 13 years of industry experience.

Retirement Management Services

Retirement Management Services (RMS) provides design, administration and consulting service for many types of retirement plans.  They work on a team basis with plan sponsors and their financial advisors to ensure the retirement plan operates smoothly, while allowing flexibility in choosing investments and recordkeepers. The majority of their clients are located in Kentucky and Southern Indiana, however, as a Third Party Administration firm that is approved by many national vendors, RMS has a diverse client base throughout the United States.  Their clients range in size from one participant plans to companies with over 50,000 employees and they operate in a variety of industries.  So, no matter the size of your plan, their staff has the expertise to understand the unique needs of your business and can assist you in meeting your retirement plan needs.

Retirement Management Services was established in 1997 as a subsidiary of Deming, Malone, Livesay & Ostroff (DMLO), a local accounting firm in Louisville, KY. When the world of corporate audits and retirement plan audits began to change, DMLO and RMS decided to separate in an effort to maintain the highest standard of independence. In October of 2002, Amber Lloyd became a partner in the firm and together with Chuck Lynch they purchased DMLO’s interest in the firm. On January 1, 2009, Amber Lloyd became the majority owner. Amber took over as Managing Partner in 2012 after having co-managed with Chuck since 2002.

City National of Rochdale

The partnership between our team and City National Rochdale offers an exceptional blend of personalized financial advice and investment management proficiency. City National Rochdale boasts an investment team that includes investment advisors and portfolio managers, with more than 80% of them holding the Chartered Financial Analyst (CFA) designation. The collaboration enables clients to benefit from comprehensive financial solutions, tailored to their specific needs.

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