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Joseph T

Series 63, Series 65

Sarasota, FL

Cambridge Investment Research Advisors

Joseph Topolski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining Cambridge in 2018, he worked at MML Investors Services and Mass Mutual Life Insurance Company from 2012 to 2018. He is also an owner and independent insurance agent at Fraser Financial Partner. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm provides multiple investment platforms and strategies, combining proprietary models and third-party solutions tailored by independent Financial Professionals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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John H

Series 63, Series 66

Sarasota, FL

Cambridge Investment Research Advisors

John Hance is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. In addition to his advisory role, he operates Hance Financial LLC as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals and maintains proprietary and third-party model strategies across various custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Mark F

Series 63, Series 65

Sarasota, FL

Cambridge Investment Research Advisors

Mark Fantasia is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He previously worked for Workers Credit Union and CUSO Financial Services, Inc. for 17 years before joining Cambridge in 2023. Fantasia also operates Mark Fantasia Wealth Management, where he serves as an insurance agent for various independent insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, with a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Kenneth R

Series 66

Sarasota, FL

Cambridge Investment Research Advisors

Kenneth Reitz is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and bringing 20 years of industry experience. He has been with Cambridge in various capacities since 2012. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 and provides diverse investment solutions including proprietary models and third-party strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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H M

Series 63, Series 65

Sarasota, FL

Cambridge Investment Research Advisors

H Mclaughlin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior experience includes two decades at Credit Suisse First Boston LLC and roles at Ameritas Advisory Services and MML Investors Services. He also owns McLaughlin Financial LLC, an insurance and benefits firm. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm delivers customizable investment solutions across multiple platforms and combines proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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