Mark Beardi is a CFP® professional affiliated with Cambridge Investment Research Advisors with 16 years of industry experience. His prior roles include positions at Ic Advisory Services Inc, The Investment Center Inc, and Invest Financial Corp. He is involved as an agent in insurance and benefits as well as through SY Associates LLC. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals across wealth levels, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through independent Financial Professionals using multiple custody platforms and both proprietary and third-party investment strategies.

Anthony Scalise is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ic Advisory Services Inc, The Investment Center Inc, and Invest Financial Corporation. Scalise is also engaged in advisory and insurance-related roles outside of his primary employment. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions through independent Financial Professionals, combining proprietary models and third-party strategies across various custody platforms.

Steven Yeh is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ic Advisory Services Inc, The Investment Center Inc, and INVEST Financial Corp. Outside of his advisory role, he serves as a board member of the American Education Foundation and operates a tax services business. 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 provides financial planning, investment management, and retirement advisory services through independent professionals, offering a range of portfolio management options and proprietary as well as third-party investment strategies.

Kelly Martin is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and nine years of industry experience. Prior to joining Cambridge in 2024, Kelly was associated with Ic Advisory Services Inc and The Investment Center Inc from 2017 to 2024. Outside of advisory work, Kelly is involved with SY Associates in Amherst, NY, and serves as an agent with Crump in the insurance and benefits area. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple custody and platform arrangements.