FAIRFIELD, IA – November 20, 2024 — Cambridge, a financial solutions firm serving 3,800 financial professionals across the country, congratulates Alex Klinkhammer of Klinkhammer Financial Group and Shari Rash of Greenway Wealth Advisory for being recognized as InvestmentNews Rising Stars. Formerly the InvestmentNews 40 Under 40 Awards, the Rising Stars Awards recognize leaders under the age of 40 who are making a profound impact on the financial services industry. Both advisors were selected by an independent seven-member judging panel and are featured in the ‘Rising Stars’ edition of InvestmentNews Magazine published today.

Alex Klinkhammer, who joined Cambridge in 2017, is a Certified Financial Planner^® and Chartered Financial Consultant^® at Klinkhammer Financial Group in Lakeville, Minnesota, where he counsels clients in the areas of wealth management, financial planning, estate planning, budgeting, business succession, and more. He is a member of Cambridge’s New Century Council and appeared on Episode 171 of the Cambridge Stronger podcast with Cambridge CEO and Co-Chairman, Amy Webber. He also leads Klinkhammer Financial’s community outreach efforts in Minnesota, including the firm’s partnership with Meals on Wheels.

Shari Rash joined Cambridge in 2019 and is the founder of Greenway Wealth Advisory with offices in Charleston, South Carolina, and Vienna, Virginia. Rash serves her clients using Financial Foundations, a proprietary financial planning program she created that guides individuals through a 10-step process to develop positive financial behaviors and habits. She is the host of the Money CHIC: Women and Retirement podcast, has been featured in The Huffington Post, and in 2024 appeared on Episode 211 of the Cambridge Stronger podcast.

More information about this year’s winners can be accessed at InvestmentNews.com. 

About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers 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 internally controlled independent broker-dealers in the country. Learn more at JoinCambridge.com.

About InvestmentNews
InvestmentNews is a leading source for news, analysis and information essential to the financial advisory community. Since 1998, the publication has educated, informed, and engaged financial advisors across the country using its weekly newspaper, website, newsletters, research, events, social media, videos and webcasts. InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisors to serve their clients and run their businesses more effectively. 

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080

InvestmentNews 2024 Rising Stars (formerly 40 Under 40).  Nominees had to be aged 40 or under (as of November 30, 2024) and be committed to a career in wealth management with a clear passion for the industry. Finalists were chosen based on nominations and winners were selected by an independent judging panel. To learn about the award nomination and selection process, visit InvestmentNews.com.

Cambridge, Klinkhammer Financial Group, and Greenway Wealth Advisory are not affiliated