Steven Dias is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. He previously worked at Cantella and Co., Inc. for over a decade. Outside of his advisory role, he is also a Certified Public Accountant providing tax services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations through financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management solutions utilizing both proprietary and third-party models, delivered via a network of independent financial professionals.

Leslie Le Duc is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing one year of industry experience. Prior to joining Cambridge, Leslie worked at Bain & Company for four years and Point 32 Health for six years. Leslie is also engaged as an independent contractor providing accounting, bookkeeping, and payroll services, in addition to acting as a life and health insurance agent. Cambridge Investment Research Advisors serves 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 professionals, utilizing a variety of portfolio management strategies across multiple platforms.