Thomas Moran is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with AXA Advisors, LLC. Moran is also involved in independent insurance brokerage through Universal Financial Consultants and operates Moran Financial Services, providing financial planning and investment advisory services. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, charitable organizations, and retirement-plan sponsors—offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm utilizes a range of proprietary and third-party investment strategies, delivered via multiple custody platforms and tailored to client objectives.

Edward Moran III is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He holds a Series 63 designation and has been with Cambridge since 2008. Moran also operates Moran Financial Services as an independent agent offering individual life, group medical, dental, and disability insurance, and serves as a board member of One Step Beyond Inc., a non-public entity. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering both proprietary and third-party model strategies across multiple platform arrangements.