Mark Conway is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Cambridge since 2016 and also operates his own firms, Conway & Co Inc., an insurance agency, and a real estate brokerage where he serves as broker-in-charge. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering comprehensive financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions including proprietary model strategies and access to unaffiliated portfolio managers, with both discretionary and non-discretionary options tailored to client objectives.

Matthew Worthington is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and has prior experience at First Citizens Investor Services and Securian Financial Services. Worthington has also worked in insurance agency roles outside of investment advisory. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.

Mark Conway Jr. is a CFP®-credentialed financial advisor with 56 years of industry experience, currently with Cambridge Investment Research Advisors since 2016. Prior to this, he spent 15 years at Transamerica Financial Advisors. Outside of his advisory work, he owns and operates several businesses in real estate and insurance, including a realty company and independent insurance agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through a network of independent professionals, utilizing proprietary models and third-party strategies across multiple platform options.