David Wagner is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Commonwealth Financial Network and Avantax Investment Services. Outside of his advisory work, Wagner is involved in tax services as the owner of a tax firm and works as a food delivery driver. 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 offers both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Marc Wagner is a CFP® with 39 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2025 and also operates Wagner Financial Services. His prior experience includes long tenures at Commonwealth Financial Network and HD Vest Advisory Services. Wagner is also a CPA and provides tax services through a separate business. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and supports both discretionary and non-discretionary management with access to multiple platforms and third-party advisers.