Houston, TX S. Dairy Ashford Rd Office

Raymond Mastroleo Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Cantella & Co Inc. for 17 years before joining Cambridge in 2022. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple custody platforms.

Adam Brand is a financial advisor at Cambridge Investment Research Advisors with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Cambridge, he worked at Centrica and Direct Energy for eight years and Cardtronics PLC for two years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing various portfolio management strategies and platform arrangements tailored to client objectives.

Mark Edelman is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes 15 years at Cantella & Co Inc and he is president of Mark Edelman Interests, Inc. Outside of advising, he is involved in a pass-through business entity of his own and has experience as an investment advisor representative using a trade name. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services delivered through a network of independent financial professionals utilizing various portfolio management approaches tailored to client objectives.

Jeffery Van Wart Jr. is a Series 66-credentialed financial advisor with two years of industry experience, currently with Cambridge Investment Research Advisors since 2025. His prior work includes roles at King Capital Advisors, Brady Machine Works, and Hammer Trading. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes 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 both proprietary and third-party model strategies with flexible investment implementation options.

Robert Rao is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2022, he worked at Cantella & Co., Inc. from 2015 to 2023. Outside of his advisory role, Rao is also involved as a tennis coach in Katy, TX. 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 plan advisory through a network of independent financial professionals, with a range of portfolio management options and a mix of proprietary and third-party strategies.

Mark Menard is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 license and bringing 36 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Bank of America, and Merrill. Menard also serves as Vice President at King Capital Advisors, Inc., an investment-related business. 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 plan advisory services through independent Financial Professionals, utilizing proprietary and third-party model strategies across various custody and platform arrangements.

Jeffery Vanwart Sr. is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes sixteen years at Cantella & Co Inc and four years with Cambridge Investment Research. He serves as a director of Integrity Bank, a community bank based in Houston. Cambridge Investment Research Advisors is a large 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 advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.