Jacqueline Scalise is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her prior work includes roles at Commonwealth Financial Network and LPL Financial. She is also involved with Duncan Financial Group in Pittsburgh under a DBA name. Cambridge Investment Research Advisors serves a broad mix of clients—including individuals, retirement plans, charitable organizations, and trusts—providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms and strategies, including proprietary models and third-party solutions, with unique institutional features such as advisor transition loans and equity participation arrangements.

Elizabeth Kline is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. She has worked at several firms, including Federated Global Investment Management Company from 2019 to 2024 and Duncan Financial Planning Advisors since 2026. Kline also has teaching experience as faculty at Gampel Pavilion. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers various portfolio management solutions with discretionary and non-discretionary options, proprietary and third-party strategies, and maintains specific controls around affiliated-strategy economics and advisor business relationships.

Kimberly Henry is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. She has 30 years of industry experience, including roles at The Bank of New York Mellon and Northwest Bank prior to joining Cambridge. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Donald Waite is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2013 and at Duncan Financial Planning Advisors since 2026. Outside of advisory roles, Waite is president and owner of FLEX SOURCE, INC. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing various portfolios and model-based solutions.

Conner Haberman is a financial professional with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Cambridge Investment Research Inc. since 2020 and was previously employed at Pemco. Outside of his advisory role, Haberman is also a licensed term life insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a variety of portfolio management strategies through a network of independent Financial Professionals and maintains both proprietary and third-party investment models.

Ronald Kims Jr. is a financial advisor with Cambridge Investment Research Advisors in Pittsburgh, PA, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Thrivent Investment Management Inc. and THRIVENT FINANCIAL for Lutherans. He is also an independent insurance agent associated with Duncan Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple portfolio management options and proprietary as well as third-party model strategies tailored to client objectives.

Alexander Kline is a CFP® with over 41 years of experience in the financial services industry. He is currently affiliated with Duncan Financial Planning Advisors and Cambridge Investment Research Advisors. Outside of his advisory role, Kline serves as a committee member and volunteer at Animal Friends in Pittsburgh, PA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a range of portfolio management solutions and proprietary model strategies.

Andrew Harvey is a Series 66-licensed financial advisor with four years of industry experience, currently associated with Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research Inc. since 2019 and joined Duncan Financial Planning Advisors in 2026. Outside of advisory services, he works as an independent insurance agent through Duncan Financial Group LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, by providing financial planning, investment management, and retirement advisory services. The firm offers a range of implementation options and proprietary and third-party model strategies, supported by institutional resources and compliance controls.