Brian Lombardo is a CFP® professional with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2012. In addition to his advisory role, he is a certified public accountant providing tax preparation and accounting services and owns a sports and fitness business focused on pickleball. Cambridge Investment Research Advisors serves 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, employing various portfolio management strategies and platform arrangements tailored to client objectives.

Travis Curatolo is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. His prior experience includes roles at SageSpring Wealth Partners and LeTourmeau University, as well as service in the U.S. Air Force. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms, including proprietary models and access to third-party managers, with both discretionary and non-discretionary implementations.