Kyle Mcdermott is a CFP® with 15 years of industry experience, currently with Cambridge Investment Research Advisors since 2021. His prior roles include positions at Mass Mutual Investors Services and Axa Advisors, Llc. Outside of his advisory work, he is involved as an agent in fixed insurance and Medicare sales. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through a large network of financial professionals and provides access to both proprietary and third-party investment strategies.

Matthew Merola is a financial advisor with Cambridge Investment Research Advisors in Penfield, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company, AXA Advisors, and the Syracuse New Times. He is also an author and educator active through Kindle Direct Publishing. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and proprietary model strategies while supporting both discretionary and non-discretionary management.

Emilio Monti Jr. is a CFP® professional with five years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory work, he is involved in independent insurance agency activities and provides paraplanning support for a separate wealth management firm. Cambridge Investment Research Advisors serves a diverse client base that includes individual, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through a large network of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.