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Ryan M

Series 63

Westlake, OH

Cambridge Investment Research Advisors

Ryan Mckean is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and offering 22 years of industry experience. Prior to joining Cambridge in 2021, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2004 to 2021. He is also a board member of the Beck Center for the Arts, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering proprietary and third-party model strategies with both discretionary and non-discretionary investment options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Kevin H

Westlake, OH

Cambridge Investment Research Advisors

Kevin Herman is a financial advisor with Cambridge Investment Research Advisors, holding 10 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, Herman has been affiliated with the Cleveland Browns organization since 2015. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers multiple portfolio management options through independent financial professionals, combining proprietary model strategies and access to third-party managers with various custody and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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