Harvey Cosgrove is a ChFC® credentialed financial advisor with Cambridge Investment Research Advisors, based in Grand Rapids, MI. He has 53 years of industry experience and has been with Cambridge Investment Research Advisors since 2010. In addition to his advisory role, he operates as an independent insurance agent. 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 retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across various custody platforms.

Scott Cosgrove is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Cambridge Investment Research in various capacities since 2011 and also leads In-Dollars Planning, which he founded in 2002. 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, providing tailored strategies across multiple platform arrangements and investment approaches.