David Rivlin is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and was previously with LPL Financial for six years. Rivlin is also a CPA and owner of The Rivlin Group, PC, and serves as chairman and treasurer of The Abraham & Rebecca Heyman Foundation, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through independent Financial Professionals using a range of investment strategies and custody arrangements.

Joshua Rivlin is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 16 years of industry experience, including roles at LPL Financial and managing his own firm, The Rivlin Group PC, where he provides tax preparation and accounting services. He is also involved as an independent insurance agent and has participated as a speaker promoting the Xero brand to accountants and bookkeepers. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers comprehensive financial planning and investment management services with multiple portfolio management options, proprietary and third-party model strategies, and a combination of discretionary and non-discretionary implementations tailored to client objectives.