Cole Tegano is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and has worked previously at Arias Agencies and DoorDash. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platforms.

Susan Pevac is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones, STIFEL, and First Allied Advisory Services. Pevac is also an independent insurance agent with various companies. 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, and retirement advisory through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Justin Tegano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory role, Tegano is an independent insurance agent and also receives gas royalties as a landowner. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client needs.

Gregory Metcalf is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes prior roles at First Allied Advisory Services and OSAIC. Outside of his advisory work, he serves as a coach at Franciscan University of Steubenville and holds several leadership and volunteer positions in local nonprofit and fraternal organizations. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable entities, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment approaches through independent Financial Professionals, combining proprietary model strategies and access to unaffiliated managers under various platform arrangements.