Mayfield Heights, OH Parkland Blvd. Office

Sean Williams is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2020 and has been associated with Cambridge Investment Research, Inc. since 2014. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, providing tailored strategies across multiple platform arrangements with both proprietary and third-party model options.

Vincent Dagostino is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 29 years of industry experience, including roles at Cambridge Investment Research Advisors since 2013 and founding Mayfield Financial Services in 1996. Outside of advisory work, he serves as president of Mayfield Financial Services, providing tax preparation, business consulting, and accounting services. 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 advisory services through independent Financial Professionals and uses multiple portfolio management platforms with both proprietary and third-party strategies.

Richard Majewski is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has nine years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Bob Ford Inc. Majewski is also an independent insurance agent with Mayfield Financial Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing services such as financial planning, investment management, and retirement plan advisory through a broad network of independent Financial Professionals. The firm offers multiple portfolio management solutions with discretionary and non-discretionary options tailored to client objectives.

Travis Criblez is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and two years of industry experience. His career includes roles at Avantax Advisory Services and Kissell Financial, LLC. Outside of finance, he owns Criblez Cue Sports, LLC, operating under the name Western Reserve APA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes 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 both discretionary and non-discretionary investment strategies.

Wesley O'neil is a financial advisor with Cambridge Investment Research Advisors and holds the Series 65 and Series 63 designations. He has four years of industry experience, including prior work at LRJ Wealth Management LLC and academic roles at Cleveland State University and Lakeland Community College. O'neil is also involved with Mayfield Financial Services in Mayfield Heights, OH. 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 a range of 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.

Britney Mayer is a financial advisor with Cambridge Investment Research Advisors and holds nine years of industry experience. She has been with Cambridge Investment Research Advisors since 2020 and has worked at related firms, including Cambridge Investment Research, Inc. and Mayfield Financial Services, since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary portfolio management across multiple platforms.