Joseph Maccariello is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, and the University of Delaware. He is also employed in tax services for multiple entities based in Staten Island and Springfield. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms and custodians.

Angelo Puma is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and previously spent five years at Cetera Advisors LLC and 31 years at Network Agency. Outside of his advisory role, he owns and operates tax service and accounting businesses. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, 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 provides various platform options, including proprietary model strategies under Founders Gate Capital.

Francis Consolmagno is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at Hudson Wealth Management and Cetera Advisors LLC for a decade before joining his current firm in 2023. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms, with proprietary model strategies and access to third-party advisers.

Brian Greenberg is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Cetera Advisors LLC from 2013 to 2019. Outside of his advisory role, Greenberg owns and operates tax preparation and accounting services under the Network Tax Service and related entities. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and wrap-fee programs through a large network of financial professionals and supports both discretionary and non-discretionary management across multiple platforms.

Steven Milsen is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience and has been with Cambridge Investment Research, Inc. since 2025. Outside of his advisory role, he is also a W-2 employee at Network Agency. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.