Maggie Roche is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes roles at Cetera and over three decades at Roche Financial Inc., which she continues to operate. She serves as a committee member at Saint Ann Catholic Church, where she participates in reviewing church finances and discussions on charitable giving. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals. The firm provides a variety of portfolio management options and emphasizes a range of investment strategies tailored to client objectives.

Kory Datres is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds the Series 66 designation and previously worked at Cetera and Equitable Advisors. His outside activities include managing a separate investment and employee benefits business and selling fixed insurance products such as life, health, and disability insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Matthew Cardillo is a financial professional with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He holds the Series 66 designation and has worked at firms including Cetera and Roche Financial. Outside of his advisory role, he serves as a trustee for the Knights of Columbus, overseeing the annual audit. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies across multiple custody platforms.