Jed Brandes is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Fsc Securities Corporation and The Feingold Companies, where he is also a producer of structured settlements and an independent insurance agent. Brandes serves as a board member of the Touro Fraternal Association, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, employing a range of investment platforms and strategies tailored to client objectives.

Carlos Ortiz is a financial advisor with Cambridge Investment Research Advisors in Worcester, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at FSC Securities Corp, The Feingold Companies, and PFE Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a wide network of independent professionals. The firm offers a range of investment solutions across multiple platforms, with both proprietary and third-party strategies tailored to client objectives.

John Cooney is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2010. Outside of advising, he is also an independent insurance agent and serves as treasurer for Cooney Capital Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including 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 variety of portfolio management approaches and custody arrangements tailored to client objectives.