Tulsa, OK S Sheridan Rd Office

Monica Freeny is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding a Series 66 designation and 18 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc since 2012. Outside of her advisory role, she is involved as a board member and vice president of trucking businesses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pensions, charitable organizations, and trusts. The firm offers comprehensive financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options.

Megan Gatlin is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, bringing three years of industry experience. Her career includes roles at Minnesota Life Insurance Company and Securian Financial Services, alongside her current work at Cambridge. In addition to her advisory role, she is also an independent insurance agent and operates Northstar Wealth Management, LLC. 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 a range of financial planning and investment management services delivered through independent Financial Professionals, using both proprietary and third-party strategies tailored to client objectives.

Andrea Duke is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK. She holds Series 63 and Series 66 credentials and has 23 years of industry experience, including 17 years with Cambridge Investment Research Advisors. She is also the owner of Northstar Wealth Management LLC. Cambridge Investment Research Advisors is an 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, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Judith Miron is a financial professional with 25 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. She holds Series 63 and Series 66 credentials and operates as an independent insurance agent. Miron is based in Tulsa, Oklahoma, and also conducts business under the name Northstar Wealth Management LLC. 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 a variety of investment approaches through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies.

Judd Hatch is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and offering 26 years of industry experience. He has been with Cambridge since 2011 and also owns NorthStar Wealth Management LLC. Hatch serves as a board member of the Board of Adjustment for the City of Broken Arrow, Oklahoma, in addition to working as an independent insurance agent specializing in life, accident, long-term care, fixed annuity, and group non-medical insurance benefits. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and other clients through a nationwide network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement advisory, utilizing both proprietary and third-party strategies across various platforms and custody arrangements.

Carter Cowan is a Series 66-credentialed financial advisor with 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Cowan also works as an independent insurance agent offering life and long-term care insurance and is involved with a charitable LLC focused on supporting nonprofit initiatives. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charities, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers tailored investment strategies across multiple platforms and includes both proprietary and third-party model solutions.