Mark Beardi is a CFP® professional with 16 years of experience in the financial services industry. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked with firms including IC Advisory Services Inc, The Investment Center Inc, and Invest Financial Corp. Outside of his advisory role, he is involved as an agent in insurance and benefits activities. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.

Anthony Scalise is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His prior roles include positions at Invest Financial Corporation, The Investment Center Inc, and IC Advisory Services Inc. Scalise is also involved in insurance and human resources activities. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a range of platforms and proprietary model strategies.

Steven Yeh is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior work includes roles at INVEST Financial Corp and Ic Advisory Services Inc. Yeh is also an attorney providing tax services and serves as a board member of the American Education Foundation. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Kelly Martin is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, bringing nine years of industry experience. Prior to joining Cambridge in 2024, Kelly worked at IC Advisory Services Inc and The Investment Center Inc from 2017 to 2024. Outside of advising, Kelly is involved with SY Associates and holds a role as an insurance agent with Crump. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms and sub-advisors, including proprietary model strategies under the Founders Gate Capital brand.