Brian Cassidy is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 registration and 27 years of industry experience. He has been with Cambridge since 2012. Outside of his advisory work, Cassidy is involved in several non-investment ventures, including partnerships in a child care service center and real estate ownership related to that business. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services with flexible implementation options, combining proprietary models and access to third-party strategists.

Timothy Reynolds is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Cambridge since 2010 and has also maintained a long-standing role at Viola Chrabaszc Reynolds and Co., LLC since 1977. Outside of his advisory work, Reynolds serves as a member of the board of directors for Peoples Bank and is an elected selectman for the town of Suffield, CT. He also holds a partnership role at a tax preparation and accounting firm. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, and charitable organizations—providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, with tailored approaches to suit client objectives.

Thomas Vinson is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, bringing six years of industry experience. He has worked with Cambridge Investment Research since 2019 and has held roles at Noble Capital Markets and Clemson University. Outside of his advisory work, he has operated Sunshine Kleen Coin Laundry since 2018. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, employing both proprietary and third-party strategies tailored to client objectives.

James Galloway is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked with Cambridge Investment Research since 2020 and has been involved in public education since 2015. Outside of advising, he is a board member of the Somers Board of Education and the Northern Connecticut Chamber of Commerce, and he owns Northern Connecticut Lacrosse, an LLC focused on coaching lacrosse players. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various platform arrangements and both discretionary and non-discretionary strategies tailored to client objectives.

Daniel Kelly is a Series 66-credentialed financial advisor with 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he also works as an independent insurance agent. 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 a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.