David Soiferman is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including six years at Ameriprise Financial Services, LLC, and ten years at Ameriprise Financial Services, Inc. He has a background in financial services and is based in Oldsmar, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

Jordan Fiori is a financial advisor with Cambridge Investment Research Advisors in Oldsmar, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2024, he worked at Equitable Advisors and AXA Advisors. Outside of his advisory role, Fiori has served as Vice President of Networking for BNI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, using both proprietary and third-party strategies across various platform arrangements.

Scott Angle is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Angle is also involved in several independent business ventures, including ownership roles in wealth management firms and acting as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a nationwide network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Ryan Lau is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. In addition to his advisory role, Lau is involved in several entrepreneurial ventures, including founding Bull & Bear Wealth Management Partners LLC and owning Angle-Lau Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementation options across multiple platforms, with both discretionary and non-discretionary strategies tailored to client objectives.