Clearwater, FL Mc Cormick Dr. Office

Lawrence Falzone is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009. Outside of his advisory role, he is also an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing a range of strategies from proprietary models to third-party manager referrals.

Gary Wargo is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has held various roles at related firms dating back to 1986. Outside of his advisory work, he serves as a board member of the Florida Racquetball Association, Inc., a nonprofit organization. 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, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a variety of portfolio management strategies and custody arrangements tailored to client objectives.

Kathleen Talboom is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 40 years of industry experience. She has been affiliated with Cambridge Investment Research entities since 1999 and currently serves as president of Essentia Financial, Inc. She is also a board member of the First Church of Christ Scientists in Clearwater, FL. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals, offering a range of portfolio management strategies and institutional features.