Irwin, PA Office

Francis Zoracki is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cambridge since 2011. Zoracki is also an independent insurance agent and co-owner of a farm in Mt Pleasant, PA. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a variety of investment solutions through a network of independent financial professionals, combining proprietary model strategies and access to third-party managers.

Kathy White is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. She has 16 years of industry experience, having worked previously at McKinley Carter Wealth Services, Inc. for 15 years. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm employs a range of strategies and custody platforms tailored to client objectives and provides both proprietary and third-party investment solutions.

Thomas Eaglehouse is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked with several firms, including FOUNDATIONS INVESTMENT ADVISORS, llc, and Retirement Wealth Advisors. Outside of his advisory role, he is involved as an agent in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of strategies and custody platforms tailored to client objectives.

Brian Duncan is a financial advisor with Cambridge Investment Research Advisors in Irwin, PA. He holds the CFP® designation and has 18 years of industry experience. His work history includes roles at Duncan Financial Planning Advisors, Wealth Preservation & Management, and Duncan Accounting & Tax. Outside of his advisory work, Duncan serves as Treasurer on the board of the Keystone Community Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that 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 a network of independent professionals, using a range of direct portfolio management and model-based solutions tailored to client objectives.

Nancy Conners is a Series 66-credentialed advisor with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2013. She also holds a role at Duncan Financial Group, where she has been involved since 2010, including activities as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various portfolio management solutions and employs both discretionary and non-discretionary strategies tailored to client objectives.

Larry Qvistgaard II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and is involved in several related business activities, including ownership of SMC Wealth Management and administrative coordination of the Beta Study Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a range of implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary management tailored to client objectives.

Kristen Hull is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 18 years of industry experience. Her prior experience includes eleven years at Lincoln Financial Advisors Corp. She is currently associated with Duncan Financial Planning Advisors as well. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides multiple investment implementation options through proprietary and third-party strategies tailored to client objectives.

John Duncan Jr. is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, bringing 15 years of industry experience. He has been affiliated with Cambridge since 2013 and has operated Duncan Insurance Group since 1983. Outside of advising, he serves on multiple local boards including the Norwin Chamber of Commerce and is president of the Norwin Public Library Board of Trustees. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, retirement plan advisory, and financial wellness services delivered through a network of independent financial professionals. The firm offers a range of investment programs and model-based strategies with discretionary and non-discretionary options tailored to client goals.

Edward Kavo is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, where he has worked since 2011. He has 48 years of industry experience. Outside of his advisory role, he serves as a board member of the Christ United Methodist Church Prime Time Board in Bethel Park, PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Robert Mccalmont is a CFP® professional with 34 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge since 2011 and simultaneously with Wealth Preservation and Management, Inc. since 1992. Outside of his advisory roles, he serves as a church trustee and religious volunteer. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of discretionary and non-discretionary portfolio strategies and proprietary as well as third-party models.

Terek Wilson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC, ON Investment Management Co, and AllState Insurance Company. Wilson also operates WILSONWEALTHHQ, where he serves as an insurance agent implementing fixed insurance products as part of financial planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual and institutional investors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

Monica Garver is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2025. She previously worked at McKinley Carter Wealth Services for seven years and RTD Financial Advisors Inc for five years. 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 using a range of portfolio management and model-based solutions.

Julie Snyder is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, having previously worked at NYLIFE Securities LLC and New York Life Insurance Co. In addition to her advisory role, she is an independent insurance agent with Duncan Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals who utilize a variety of portfolio management strategies and platform options tailored to client objectives.

Colton Hearn is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has worked with Cambridge and related firms since 2019. Outside of his advisory role, he is involved in financial education as a coach for a financial planning workshop. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory through a broad network of independent Financial Professionals.

Geoffrey Alberstadt is a financial advisor with Cambridge Investment Research Advisors and holds Series 65 and Series 66 licenses. He has five years of industry experience, including prior roles at PNC Investments and eMoney Advisor. Cambridge Investment Research Advisors is a large 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 plan advisory services through a network of independent Financial Professionals, using a range of portfolio management and model-based solutions tailored to client goals.