Thomas Gleason is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role, he worked at Equitable Advisors and serves in the Pennsylvania National Guard. He also has experience in the food and beverage industry as an employee at Charlie Brown's Steakhouse. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Darraugh Valli is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2024 and has owned Family Investors Company since 2000. Valli serves as a board member of the Silver Beach Association and is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals managing a multi-billion dollar asset base.

Steven Goldberg is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including 24 years at Family Investors Company prior to joining Cambridge in 2024. Goldberg serves as a board member and volunteer for the Fanwood-Scotch Plains Rotary Club and is the vice president of BNI - Select Business Source, a networking organization. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.