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Hal M

Series 63, Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Hal Masover is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Outside of his advisory role, Masover owns a photography business and is involved in an arts and performing arts venture. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm employs a variety of investment strategies through independent financial professionals, offering both discretionary and non-discretionary portfolio management across multiple platforms.

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

Series 65

Fairfield, IA

Cambridge Investment Research Advisors

Elizabeth Allen is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors. She has experience working with SmartPro Financial and has been in the industry since 2020. 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, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range 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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Matthew G

CFP®, Series 63, Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Matthew Guba is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior work includes roles at Cantella & Co., Inc. and SII. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, and supports multiple custody and platform 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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