Ocean Park, MD Office

Phyllis Mitchell is a financial advisor at Cambridge Investment Research Advisors with 45 years of industry experience. She holds the CFP® designation and has worked with Cambridge since 2017, following eight years at National Planning Corporation. Outside of her advisory work, she serves on the board of the Ocean Pines Chamber of Commerce and is involved with the Community Foundation of the Eastern Shore. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers tailored investment strategies through a network of independent professionals and supports both discretionary and non-discretionary management across multiple platforms.

Andrea Hastings is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. Her career includes roles at National Planning Corporation and co-owning Mitchell & Hastings Financial Services. She is also an independent insurance agent with The MacNamee Group/First Protective and owns Andrea Hastings Financial Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides multiple portfolio management options with both proprietary and third-party strategies, delivering tailored solutions through a large network of independent financial professionals.

Steven Sweigert is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at PKS Investment Advisors LLC. Sweigert serves as a board trustee and treasurer for the Atlantic General Hospital Foundation in Maryland. Cambridge Investment Research Advisors is a large SEC-registered firm that 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 offers multiple investment strategies and platform arrangements tailored to client objectives, combining proprietary models and access to unaffiliated strategists.