Farmington Hills, MI Orchard Lake Rd. Office

Beth Brooks is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Millennium Business Systems and Citizens Securities. Brooks is based in Farmington Hills, MI, and has been affiliated with Cambridge Investment Research in various capacities since 2019. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of proprietary and third-party strategies across multiple platform arrangements.

Cheryl McGown is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. She previously worked at J.P. Morgan Securities for five years and has owned a trucking company since 2013. McGown is also involved as an independent insurance agent and serves as a committee member in a business networking organization. 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 advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

David Lenda is a ChFC® and Series 63 credentialed advisor with 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and also maintains roles with multiple financial and insurance-related firms. Lenda is a member of the HR PI Networking Group in Farmington Hills, MI. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers a variety of investment implementation options, including proprietary and third-party strategies, tailored to client objectives.

Jonathan Powrozek is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at Avantax Wealth Management and Sigma Investment Counselors. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides customizable investment solutions through independent Financial Professionals using both proprietary and third-party model strategies across various platform arrangements.

William Dolunt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Cambridge since 2017 and previously worked at Valic Financial Advisors for 12 years. Dolunt serves as a board member for the George F Monaghan Knights of Columbus, 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 provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals, offering various portfolio management and model-based investment solutions tailored to client objectives.

Brian Squire is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and 66 credentials and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase NA. 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 network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms, with access to proprietary and third-party strategies tailored to client objectives.

Nicholas Scarsella is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Cambridge Investment Research since 2017 and is also affiliated with RWS Financial Group, where he has worked for 19 years. Outside of his advisory roles, he serves as vice president and president of RWS Consulting, Inc., directing business development and providing business consulting services. Cambridge Investment Research Advisors is an 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 advisory services through a network of independent Financial Professionals, utilizing a range of models and custodial platforms tailored to client objectives.

Cody Mc Cullough is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Equitable Advisors and Mass Mutual Great Lakes. In addition to his advisory work, he is employed with a painting company in Saline, MI. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides a range of portfolio management options and access to both proprietary and third-party strategies, tailoring investment solutions to client objectives.

Timothy Ford is a CFP®-credentialed financial advisor with Cambridge Investment Research Advisors, bringing 43 years of industry experience. He has been with Cambridge since 2008 and also serves as an independent insurance agent and board member at Dearborn Federal Savings Bank and Dearborn Country Club. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various custody arrangements and both proprietary and third-party strategies.

Michael Schlegel is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge since 2019, following six years at Waddell & Reed. In addition to his advisory role, he is involved with various insurance carriers through W&R Insurance Agencies. Cambridge Investment Research Advisors is a large 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, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Jeffrey Brindley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entities since 2017. His prior experience includes work with Waddell & Reed, William Connell, and Life Guide Financial Consultants. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing multiple investment strategies and custody arrangements tailored to client objectives.

Gerald Fenby is a financial advisor at Cambridge Investment Research Advisors with 57 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to his current role, he has been involved with Fenby-Stein Inc. since 1982 and also leads the Jerry Fenby Band, an entertainment group active since 1963. In addition to his advisory work, he owns Fenby Stein Entertainment, a business focused on booking entertainment and musicians. 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 plan advisory services through a large network of independent financial professionals. The firm offers a range of investment solutions across multiple platforms, combining proprietary and third-party strategies tailored to client objectives.

Brendan Estes is a CFP® with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He previously worked at LPL Financial and Evangelista & Associates. Outside of his advisory role, he provides administrative support to several independent investment advisor firms. Cambridge Investment Research Advisors serves a diverse client base, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm employs a range of investment strategies and platform arrangements tailored to client objectives, including proprietary models and third-party managers.

Robert La Barbera is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has been with Cambridge and related firms since 2025 and has prior experience at Colonial Title Company and Planning Alternatives. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing multiple platform arrangements and proprietary model strategies alongside access to unaffiliated strategists.