Margaret Haslach is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. She has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Haslach is involved in community and professional organizations, serving on the financial subcommittee and as treasurer for GENPRIDE, and she is active in public speaking and networking groups such as Females & Finance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and strategies, including proprietary and third-party models, with flexible discretionary or non-discretionary management tailored to client objectives.

Theresa Trinidad is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and eight years of industry experience. Prior to joining Cambridge Investment Research Advisors, she worked at Bank of America and Merrill Lynch. Outside of her advisory role, she serves as a board member for The IF Project and is involved as an author, educator, and speaker. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides multiple investment platforms and a range of discretionary and non-discretionary strategies, incorporating proprietary and third-party models.