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Christopher S

Series 63

Cincinnati, OH

Cambridge Investment Research Advisors

Christopher Smitherman is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH. He holds a Series 63 designation and has 29 years of industry experience, including 21 years with Cambridge Investment Research Advisors. Outside of his advisory role, he serves as a board member for the Ohio Casino Control Commission. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a mix of discretionary and non-discretionary strategies, including proprietary models and third-party managers.

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

Series 63, Series 65

Cincinnati, OH

Cambridge Investment Research Advisors

Marc Laureano is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His work history includes roles at PNC Investments since 2015 and Cambridge Investment Research since 2022. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent financial professionals using a variety of custody and platform arrangements.

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

CFP®, Series 63

Cincinnati, OH

Cambridge Investment Research Advisors

Bradley Raymore is a CFP® with 24 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2005. He holds a Series 63 license and operates out of Cincinnati, OH. In addition to his advisory role, Raymore works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

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

ChFC®, Series 63

Cincinnati, OH

Cambridge Investment Research Advisors

Charles Beach III is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he serves on the stewardship committee of Mariemont Community Church in Cincinnati, OH. 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, utilizing multiple custody platforms and both proprietary and third-party model strategies.

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