Plainview, NY Executive Drive Office

Bryan Trugman is a CFP® with 18 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2014. He is also the managing partner of Attitude Financial Advisors, Inc., and serves as a condo board member in Long Beach, NY. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a broad client base including individuals, institutions, pension funds, and charitable organizations. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies.

James Taska is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and three years of industry experience. His prior roles include positions at Alpha Wealth Advisor LLC and Guardian Life. Before entering the financial industry, he worked for the New York City Department of Education for 13 years. Cambridge Investment Research Advisors, Inc. serves a diverse group of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple platforms, custodians, and proprietary model strategies.

Alexander Salem is a CFP® with 10 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2018, and previously worked at David Lerner Associates. Salem also conducts business under the name Attitude Financial Advisors. Cambridge Investment Research Advisors serves both individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers a range of management platforms and access to third-party advisers.

Mark Levitch is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2025 and was previously with IBN Financial Services, Inc. for 11 years. In addition to advising, Levitch is the owner of Levitch & Kriegsmann LLP, an accounting and bookkeeping firm. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients 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 various platforms, including proprietary model strategies under the Founders Gate Capital brand.

Jeffrey Trugman is a CFP® and ChFC® with 33 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2015. He is also an independent insurance agent representing various insurance companies and acts as a managing partner at Attitude Financial Advisors, Inc. located in Woodbury, NY. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Todd Glenn is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at IBN Financial, LPL Financial, Chase Investment Services Corp., and Citigroup Global Markets. Glenn is also involved with LG Wealth Management LLC, where he provides financial advisory services that include a portion of insurance-related work. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and third-party advisers.