Williamsport, PA Office

Sydney Robertson is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 66 designation and has worked previously as a self-employed financial professional as well as in various positions outside finance, including operating a day spa and salon. Outside of advisory work, she is engaged in freelance modeling and acting, and provides pet sitting services in Asheville, NC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals using multiple platform arrangements and proprietary as well as third-party model strategies.

Anthony Disalvo III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for seven years before joining Cambridge in 2016. Disalvo is also an independent insurance agent and owner of Clear View Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm 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, using a range of portfolio management strategies across multiple custody platforms.

Jose Serra is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Cambridge since 2016 and previously was with Wells Fargo Advisors Financial Network for seven years. Outside of his advisory role, Serra serves as an elder board member of the Agape Fellowship of the Mennonite Church, where he helps direct local church activities and finances. 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 a network of independent Financial Professionals, employing a variety of portfolio management strategies across multiple platforms.