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Bradford M

Series 66

Boston, MA

Cambridge Investment Research Advisors

Bradford Myers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 license and 21 years of industry experience. He previously worked at Cantella & Co., Inc. for nine years before joining Cambridge in 2022. Outside of his advisory role, he is also an owner of a real estate business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Debra S

CFP®, Series 66

Boston, MA

Cambridge Investment Research Advisors

Debra Stotler is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2022. She previously worked at Cantella & Co., Inc. for eight years. Stotler is also the founder of Cardinal Securities, a registered DBA. Cambridge Investment Research Advisors is an SEC-registered firm that serves a broad mix of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a range of investment models and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Timothy H

Series 63, Series 66

Boston, MA

Cambridge Investment Research Advisors

Timothy Hayes is a financial advisor with Cambridge Investment Research Advisors in Boston, MA, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Outside of advising, he is an independent insurance agent representing various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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