Margaret Brook is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 13 years of industry experience, including roles at Cambridge Investment Research, Inc. and North Light Financial Services. Outside of her advisory work, she serves as president of the Community Garden Club of Duxbury. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals.

Jane Ricardi is a CFP® professional with 27 years of industry experience. She has been with Cambridge Investment Research Advisors since 2005 and previously worked at Cetera Advisors LLC. Ricardi serves as a trustee board member for the Pilgrim Hall Museum in Plymouth, MA. Cambridge Investment Research Advisors, Inc. serves a diverse group of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals across multiple platforms and manages a multi-billion dollar asset base.