Brian Fitting is a CFP® with 16 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His professional background includes roles at H.D. Vest Advisory Services and running his own firm, Fitting Tax & Financial LLC, where he provides tax preparation and accounting services alongside financial advising. He is also a CPA and enrolled agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients through independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing various portfolio management platforms and a mix of proprietary and third-party investment strategies.

Larry Fitting is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 license, with 29 years of industry experience. He has been with Cambridge since 2020 and also operates Fitting Tax & Financial, providing tax preparation and accounting services. He is a licensed CPA and has a history of offering independent insurance services. 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 range of investment implementation options through various platforms and combines proprietary strategies with access to unaffiliated managers.