Berlin, MD Office

Tylor Lennox is a Series 66-licensed financial advisor with eight years of industry experience, currently with Cambridge Investment Research Advisors since 2019. Prior to his financial advisory career, he worked in the restaurant industry and has served on the Worcester County Chamber of Commerce board in Ocean Pines. He is also the owner of Lennox Distribution, LLC, a retail sales business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides multiple investment platforms and both discretionary and non-discretionary portfolio management options, with proprietary and third-party model strategies.

Troy Lennox is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Cambridge Investment Research since 2009. Outside of his advisory role, he is an independent insurance agent involved with various insurance companies and owns Coastal Wealth Management, LLC, a financial services firm based in Berlin, Maryland. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.

Andy Kim is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and seven years of industry experience. He has been with Cambridge Investment Research since 2019 and is also the principal of Kim & Associates, PA, a CPA firm he has led since 2001. Outside of his advisory role, he serves on the boards of Coastal Hospice, Inc. and the Community Foundation of the Eastern Shore. 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, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of discretionary and non-discretionary investment strategies.

Harold Gordy III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 25 years of industry experience. He has been with Cambridge since 2009 and is also the owner of Coastal Wealth Management LLC, where he authored two financial books. Additionally, he has worked as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers a range of portfolio management options including proprietary models, third-party strategists, and flexible custody arrangements tailored to client objectives.