Howard Modell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at IBN Financial Services, Inc. for 17 years before joining Cambridge in 2025. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing multiple custody platforms and strategies that include proprietary models and access to third-party managers.

Jeffrey Stolzer is a Series 65 credentialed advisor at Cambridge Investment Research Advisors with one year of industry experience. He previously worked at JM Family Automotive LLC for eight years and Bombardier for five years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.