Stephanie Olson is a financial advisor with Cambridge Investment Research Advisors, Inc. She holds a Series 66 designation and has 13 years of industry experience. Prior to joining Cambridge in 2019, she worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2019. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension funds, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management services.

James Costello is a CFP® professional with over 31 years of experience in the financial industry. He has worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. since 2016, and has been affiliated with National Life of Vermont since 2002. In addition to his advisory roles, he is an author of a book on sustainable investing and serves as treasurer for FossilFreeCA.org, a lobbying organization. Cambridge Investment Research Advisors, Inc. serves a diverse clientele including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and supports both discretionary and non-discretionary management using multiple platforms and proprietary model strategies.