Brad Croall is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior work includes roles at Manulife Asset Management, John Hancock, and John Hancock Distributors. He also serves as Executive Director of the Quincy Retirement Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions.

Paul Cooney Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 credentials and 19 years of industry experience. His prior roles include positions at The Patriot Financial Group Insurance Agency, Ivy Wealth Management, and Mutual of America Life Insurance Company. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals. The firm offers a variety of investment solutions across multiple platforms and includes proprietary and third-party model strategies.