Diony Concepcion is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses, and has 23 years of industry experience. Prior to joining Cambridge in 2019, Diony worked at Bank of America and Merrill. Outside of advisory work, Diony is also the owner of an insurance and benefits agency and works as a contractor driver for companies including Lyft. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides multiple investment platforms and strategies, including proprietary models and access to third-party managers, with a combination of discretionary and non-discretionary portfolio management.

Norman De Angelis is a financial advisor with Cambridge Investment Research Advisors in Norwalk, CT, holding a Series 66 designation and 25 years of industry experience. He has worked previously at Ameriprise Financial Services, Mass Mutual Life Insurance Company, and MML Investors Services. In addition to his advisory role, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a diverse clientele including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, offering both discretionary and non-discretionary investment solutions across multiple platform arrangements.

Felix Serrano is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2013. He is based in Norwalk, CT, and holds the Series 66 designation. Serrano also serves as a board member of the Greater Norwalk Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using multiple portfolio management and platform options.

Steven Ortega is a financial advisor with Cambridge Investment Research Advisors in Norwalk, CT. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Ortega has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he is an independent insurance agent affiliated with Guidelight Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment strategies across multiple platform arrangements.