Tony Diar Bakerli is a Series 66-credentialed financial advisor with 12 years of industry experience, currently with Cambridge Investment Research Advisors since 2019. His prior experience includes roles at SagePoint Financial and Wells Fargo Advisors. Outside of advisory work, he is involved in several business ventures including serving as President and CEO of Bakmen Group Holding, consulting through Starboard Partners Consulting, and holding ownership and board positions in food and beverage as well as technology service companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes 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 both proprietary model strategies and third-party managers across multiple custody and platform arrangements.

Andrew Vitt is a CFA® charterholder and holds a Series 66 license. He is currently affiliated with Cambridge Investment Research Advisors and has professional experience dating back to 2006, including roles at Traditum Group LLC and ST Andrews Capital Group, LLC. Cambridge Investment Research Advisors serves a diverse 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 Financial Professionals. The firm offers a variety of investment solutions, including proprietary models and access to third-party strategists, with both discretionary and non-discretionary implementation options.

Troy Clemen is a Series 66-registered advisor with Cambridge Investment Research Advisors and has 12 years of industry experience. Prior to joining Cambridge in 2019, he worked at Sagepoint Financial, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is involved in multiple business ventures including managing director positions at T2 Global Advisors and Bakmen Group Holdings, as well as providing consulting services with Starboard Partners Consulting. He also serves on the board of Klybourne Holdings and participates in community activities through Our Lady of Perpetual Help’s Dad’s Club. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm supports advisors with a variety of portfolio management platforms and proprietary and third-party strategies, along with institutional features such as advisor transition assistance and compliance infrastructure.

Brendan Yarwood is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Jared the Galleria of Jewelry and academic positions at DePaul University and the University of St. Thomas. 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, retirement advisory, and financial wellness services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Alec Consigny is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Turning Point Inc., Jared the Galleria of Jewelry, Jimmy John's Franchise, and Taco Bell. 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 a range of financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing multiple custody arrangements and both discretionary and non-discretionary strategies.

Jack Small is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and three years of industry experience. He has worked at multiple firms, including T2 Global Advisors and Polaris7 Investments, and has a background that includes roles in education and retail. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.