Lindsay Snyder is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. She has been with Cambridge since 2014. Outside of advising, she also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

William Freck is a financial advisor with Cambridge Investment Research Advisors in Reston, VA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014. Outside of his advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a large network of independent Financial Professionals, employing varied investment strategies and providing both discretionary and non-discretionary portfolio management options.

Donald Megliola is a financial advisor with Cambridge Investment Research Advisors in Reston, VA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he serves on the executive committee of the Cornell Men’s Soccer program and operates as an independent insurance agent, specializing in life, long-term care, and disability products. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals, with a range of portfolio management and model-based solutions tailored to client objectives.

David Smith is a financial advisor with Cambridge Investment Research Advisors in Reston, VA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2014. Outside of his advisory role, he serves as an assistant coach for Loudoun County Public Schools. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Meredith Hazen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Cambridge Investment Research Advisors since 2014. Hazen is also active as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

Mark Menzel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2014. Menzel is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody and platform arrangements and a range of portfolio strategies.