Plainview, NY Executive Drive Office

Bryan Trugman is a CFP® professional with 18 years of industry experience, currently serving as an advisor 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 is a large SEC-registered adviser 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 Financial Professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

Alexander Salem is a CFP® professional 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 operates under the DBA Attitude Financial Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, offering tailored strategies via various custody and platform arrangements and both proprietary and third-party model solutions.

Mark Levitch is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has served at Cambridge Investment Research Advisors since 2025 and was previously with IBN Financial Services, Inc. for 11 years. Levitch is also the owner of Levitch & Kriegsmann LLP, an accounting and bookkeeping firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Jeffrey Trugman is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations and over 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Outside of his advisory role, he is an independent insurance agent for various companies and serves as managing partner of Attitude Financial Advisors, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, offering both proprietary and third-party investment strategies with various implementation and custody options.

Todd Glenn is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. Prior to joining Cambridge in 2025, he worked at IBN Financial for 11 years. He is registered with Series 63 and Series 65 designations and is also involved in a related financial advisory business, LG Wealth Management LLC, in Plainview, NY. 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, retirement plan advisory, and financial-wellness services delivered through independent Financial Professionals using various portfolio management and model-based solutions.