Troy Derrick is a financial advisor with Cambridge Investment Research Advisors in Malden, MA. He holds the Series 66 designation and has two years of industry experience. Prior to joining Cambridge, he was self-employed and has worked at Commonwealth Financial Network, Morgan Stanley, and other firms. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides multiple investment implementation options, including proprietary and third-party strategies, tailored to client objectives.

William Mcevoy is a financial advisor with Cambridge Investment Research Advisors in Malden, MA, holding a Series 66 designation and 18 years of industry experience. He previously spent 15 years with Cantella & Co Inc. Outside of his advisory role, Mcevoy is involved in several business activities, including acting as a director for an insurance business and a real estate holding company. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation platforms and proprietary as well as third-party model strategies, with tailored approaches to client objectives.

Taylor Caggiula is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior work history includes roles at Cantella & Co., Inc. and Signator Investors, Inc. He serves as a board member for the James Conklin Memorial Scholarship. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a diverse client base that includes 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, providing customizable strategies across multiple platform arrangements.

Jennifer Baker Alves is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 66 designation and has previously worked at Cantella & Co., Inc., Chestnut Hill Wealth Management Group, FedPoint, and John Hancock Life Insurance Company. In addition to her advisory role, she is an independent insurance agent and owns Axiom Wealth Partners. 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 plan advisory services delivered through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Sheelagh Howett is a Series 66-registered financial advisor with 15 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2024 and previously spent 16 years at Cantella & Co Inc. Howett serves on the board of North Shore GAA, a local sports and fitness organization. Cambridge Investment Research Advisors is an 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, with multiple portfolio management options and proprietary as well as third-party strategies.

Vincent Recchia is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 15 years of industry experience. His prior experience includes nine years at Cantella & Co., Inc. In addition to his advisory role, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of portfolio management options and employs both proprietary and third-party model strategies tailored to client objectives.

Jennie Devlin is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds the Series 66 designation and has a background that includes roles at Cantella & Co., Inc. since 2000 and Cambridge Investment Research, Inc. since 2022. Devlin also manages personal investments through her holding company, Devlin & Co. LLC, and has involvement in an automotive repair business and various holding companies. 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. The firm employs a range of investment strategies tailored by independent Financial Professionals and features proprietary models alongside access to unaffiliated strategists.

Marc Young is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds a Series 66 credential and has previously worked at Cantella & Co., Inc., Royal Alliance, SIA LLC, and Signator Investors Inc. Young is also an owner and partner in Cantella Capital Group LLC. 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. The firm utilizes multiple custody and platform arrangements with both proprietary and third-party investment strategies, supporting a range of discretionary and non-discretionary approaches tailored to client objectives.

Jonathan Lanstein is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He previously worked at Cantella & Co., Inc. for 21 years before joining Cambridge in 2022. Outside of advisory roles, he is involved in several business activities including ownership and leadership positions in holding companies, consulting, and real estate ventures. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches across multiple platforms.