Waterville, ME Office

Christopher Steiner is a financial advisor with Cambridge Investment Research Advisors based in Waterville, ME. He holds the Series 66 designation and has 11 years of industry experience. His prior firms include Edward Jones and LPL Financial. Steiner is involved with several related business activities, including ownership of Steiner Financial and serving as an investment advisor representative at Prime Financial, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary model strategies and multiple custody arrangements, with services tailored to client objectives.

William Paradis is a financial advisor with Cambridge Investment Research Advisors in Waterville, ME, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Raymond James Financial and Modern Woodmen of America. Outside of his advisory duties, Paradis serves as treasurer for the Mid-Maine Homeless Shelter and contributes as a book reviewer for Faith Church. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, pension and profit-sharing plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm employs varied investment platforms and strategies, including proprietary models and access to third-party managers, with features tailored to client objectives.

Tristan Emery is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. He has previously worked at Commonwealth Financial Network and Austin Associates PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Michael Cleary is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at LPL Financial, Edward Jones, and Commonwealth Financial Network. Outside of his advisory work, Cleary owns multiple businesses in financial referrals and consulting. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management solutions and strategies tailored to client objectives.