Denver, CO 17th Street Office

Kendra Hukari is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding Series 63 and Series 65 credentials and two years of industry experience. She has previously worked at Summit Global Investments and has a concurrent role as a loan originator at Spire Financial. Outside of financial advising, she coaches at Fit House Denver. 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 through an extensive network of independent Financial Professionals. The firm offers a range of portfolio management solutions with both discretionary and non-discretionary strategies, including proprietary and third-party models.

Sarah Alarcon is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates and several educational institutions. Outside of her advisory role, she is involved with LAEF, a nonprofit organization in Denver, and operates a pet sitting service. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent professionals using various portfolio management and model-based solutions tailored to client objectives.

Alexander Macfarlane Smith is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory role, he is involved in public speaking through Zen of Abundance and operates a Long COVID Relief Program providing consultations. Cambridge Investment Research Advisors serves 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 a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Michele Lay is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Cambridge in 2023, she worked at Equitable Advisors, AXA Advisors, Transamerica Capital, and Oppenheimer Funds Distributor. She serves as treasurer on the board of The Crisis Center, a nonprofit organization. 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 offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a range of direct portfolio management and model-based solutions tailored to client objectives.

Todd Bower is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding a Series 66 designation and five years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously at Equitable Advisors. Outside of advising, Bower serves as an affiliate professor at Metropolitan State University of Denver and is an Assistant Chief with the Denver Fire Department. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement 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 approaches and platform options tailored to client objectives.

Evan Becerra is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. Before joining Cambridge, he worked at Eagle Strategies, Legacy Tree Financial Group, NYlife Securities LLC, and New York Life Insurance Company. He is also the founder of Legacy Tree Financial Group. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides a range of investment solutions across multiple platforms with both proprietary and third-party strategies.

Javier Tafoya is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 12 years of industry experience. Prior to joining Cambridge in 2022, he worked at Equitable Advisors and AXA Advisors. He serves on the boards of several organizations, including Mile High 360, The Doreen Katz Memorial Cancer Foundation, ALPFA Denver Chapter, and the Latino Cultural Arts Center. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies tailored to client objectives.

Alex Osmond is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior roles include positions at Equitable Advisors, Axa Advisors, and All Season Financial Advisors. Osmond also operates under the trade name Axiom Wealth Alliance as a financial planner. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers various investment strategies through multiple platform arrangements and emphasizes both proprietary and third-party model solutions tailored to client objectives.