Gilbert, AZ Office

Susan Vargason is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ, holding Series 63, 65, and 66 credentials and 32 years of industry experience. She has been with Cambridge Investment Research since 2017 and previously worked at DFPG Investments, Inc. Vargason is also involved in real estate through ownership of BRAM, LLC. Cambridge Investment Research Advisors provides 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 uses a variety of portfolio management approaches and offers both proprietary and unaffiliated model strategies, with services tailored to client objectives across multiple custody and platform arrangements.

Mari Lloyd is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2020. Prior to that, she worked at J.W. Cole Advisors and J.W. Cole Financial from 2013 to 2020. She also holds independent trustee responsibilities and is employed in a legal services capacity at Andersen PLLC. Cambridge Investment Research Advisors is an SEC-registered firm that serves 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 advisors, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

Susanne Venberg is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ, holding a Series 66 license and eight years of industry experience. Her career includes five years with Edward Jones and three years with Newell Brands, alongside operating Susanne Venberg Consulting since 2011. She serves as a board member of the National Concierge Association and the Arizona Christian Chamber of Commerce and is involved as an independent insurance agent and retail sales influencer. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Robert Young is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ, holding Series 63 and Series 66 credentials and having 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, Young is owner of Blue Dot Wealth Management and serves as Vice President and Membership Committee Chair for a local networking group. 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 custody platforms and a range of portfolio management strategies.