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Edward V
Series 66
Westlake, OH
Cambridge Investment Research Advisors
Edward Vargo is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2013. He has 26 years of industry experience and also serves as CEO of Burning River Advisory Group, an independent insurance agency. Additionally, he owns EnlightenHer LLC, which provides women’s financial education, coaching, and divorce consulting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, through a network of independent financial professionals. The firm offers comprehensive financial planning and investment management services with a variety of implementation options, including proprietary and third-party models tailored to client objectives.
Melana C
CFP®, Series 66
Westlake, OH
Cambridge Investment Research Advisors
Melana Carbary is a CFP® professional with 21 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. She also operates a yoga instruction business and provides divorce planning workshops through Burning River Advisory Group. Additionally, she is involved in coaching related to divorce planning with EnlightenHer, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing multiple custody and platform arrangements and a mix of proprietary and third-party investment strategies.
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