Scott Levy is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors, where he has worked since 2016. He holds the Series 66 designation and is based in Newtown, PA. Outside of his financial advisory work, Levy serves as the membership chairperson of BuxMont LETIP and is a sport card collector. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual, pension, and charitable clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

John Maziarz III is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has four years of industry experience, including roles at M Holdings Securities, Inc. and JKJ Financial Services. Outside of his advisory career, he was involved with GOAT Logistics LLC in 2025. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, supporting both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Michael Ebert is a CFP® professional with 16 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Ebert serves as a board member and treasurer for both the Crossing Cooperative Nursery School and the Boy Scouts of America Troop 99. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers account implementation across multiple platforms and custodians, supporting both discretionary and non-discretionary management.

Mark Chinn is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and is also affiliated with Calle Financial Network, LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

David Novick is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2019, and has previously been affiliated with firms including The Investment Center Inc and Prometheus Capital Management Corp. He serves as an adjunct instructor of finance at New York University and Rider University and is active as a board member and treasurer in various community organizations. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals managing a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms and custodians.