Virginia Beach, VA Bonney Rd Office

Briana Turner is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She previously worked at Integrity Financial Group and has held multiple roles within the Cambridge Investment Research organization since 2021. Outside of her advisory work, she owns a crochet business. Cambridge Investment Research Advisors serves a wide range of clients 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, delivering customizable portfolio strategies across multiple platforms.

Rusty Woods is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include Lincoln Financial Securities Corporation and Life of Virginia. Woods serves as president of the Hampton Bay Condo Association board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals.

Timothy Davern is a financial advisor with Cambridge Investment Research Advisors in Virginia Beach, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including six years at Lincoln Financial Securities Corporation before joining Cambridge in 2018. Outside of his advisory role, he is an independent insurance agent representing various companies through Retirement Planning Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base ranging from individual investors to institutional retirement-plan sponsors. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, utilizing a variety of platform arrangements and proprietary as well as third-party model strategies.

David Kunhardt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. His career includes roles at Lincoln Financial Securities and Penn Mutual Life Insurance Company, along with long-term involvement in independent insurance agency activities dating back to 1985. Kunhardt operates in Virginia Beach, VA, and maintains advisory responsibilities managing client assets and financial plans. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, trusts, and estates. The firm provides a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, offering tailored investment solutions across multiple platforms and custody arrangements.

Adam Steiner is a CFP® professional with 22 years of industry experience. He is currently with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., where he has worked since 2021. Prior to that, he was with Lincoln Financial Securities Corporation for 13 years and Jefferson Pilot Financial for over 20 years. Steiner also serves as an independent insurance agent through Vision Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and nonprofits. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent financial professionals who utilize a range of portfolio management strategies and platform arrangements.

Ferdinand Perez is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 29 years of industry experience. He has worked at Cambridge Investment Research since 2019, previously at Lincoln Financial Securities Corporation for six years and Massachusetts Mutual Life Insurance Company for 20 years. Perez is also an independent insurance agent and an owner/partner of Retirement Planning Solutions, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies across various platform arrangements.

Neeraj Agarwal is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and 18 years of industry experience. Prior to joining Cambridge in 2023, he spent eight years at Lincoln Financial Securities Corporation. He has been involved with the Hampton Roads Society of Human Resources Management for over 15 years and owns an independent insurance agency as well as a financial strategies firm in Virginia Beach. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Michael Murphy is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 22 years of industry experience. He previously worked at Lincoln Financial Securities for seven years before joining Cambridge Investment Research in 2014. Outside of his advisory role, Murphy serves as a race director for a community event and is involved in intellectual property development through a holding company he operates. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm utilizes multiple portfolio management platforms and offers both proprietary and third-party strategies tailored to client objectives, supported by a network of independent financial professionals.