Harleysville, PA 425 Main St Office

Steven Sanson is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked with Cambridge since 2010. In addition to his advisory role, he operates Sanson Financial as an independent insurance agent and has been involved with Financial Voyages since 1997. Sanson served in the Pennsylvania Army National Guard from 1987 to 2019. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Brian Hines is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at VOYA Financial Advisors. Hines also works as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

John Sanders is a financial advisor with Cambridge Investment Research Advisors holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at The Vanguard Group and Carvana, and he has been involved with Financial Voyages, LLC. Sanders also served with the United States Soccer Federation’s Elkridge Youth Organization for 13 years. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Owen Kelly is a CFP® with five years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior roles include positions at The Vanguard Group and CAPTrust. Kelly is also involved in community activities as a volunteer committee member serving as District Finance Chair in Collegeville, PA. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Gary Sanson is a financial advisor at Cambridge Investment Research Advisors with over 33 years of industry experience. He holds CFP® and ChFC® designations and has worked with several firms including Continuity Partners Group and various insurance agencies. Sanson also volunteers with the Regency at Kimberton Glen Homeowner's Association. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm employs a range of platforms and proprietary model strategies to support discretionary and non-discretionary portfolio management.

Avery Sanson is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2018, following a prior role at Financial Voyages, LLC. In addition to his advisory work, Sanson has experience at the Los Angeles Film School and maintains ownership of Sanson Legacy Financial Planning LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides access to multiple investment platforms, proprietary model strategies, and third-party advisers.