Joseph Costello is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 designation and over 53 years in the industry. His work history includes roles at Cambridge Investment Research Advisors since 2022, Arcadia Settlements Group since 2017 where he serves as CEO Emeritus, and prior positions at Investment Research Corp, World Capital Brokerage, and EPS Settlements Group. Outside of advisory work, he is involved with Arcadia Settlements and serves as a sub agent for Sage Settlements and an independent contractor for CASE Coalition. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through independent Financial Professionals using various portfolio management and model-based strategies.

Sandy Wade is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including a decade at First Command Advisory Services. Wade is also president and owner of Wade Wealth Advisors, a separate business entity. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm offers a range of investment solutions, including proprietary and third-party strategies, with multiple custody and platform options tailored to client objectives.