Wormleysburg, PA Mumma Rd. Office

Mark Steinhart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2005 and also maintains roles with Compass Financial Strategies and Cambridge Investment Research, Inc. in Pennsylvania. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a wide range of services, such as financial planning and investment management, delivered through independent Financial Professionals using multiple platform arrangements and proprietary as well as third-party model strategies.

Joseph Martin is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Grove Point Advisors, Grove Point Investments, and Baltimore Life Co. Martin is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through a network of independent Financial Professionals and utilizes multiple platform arrangements with both proprietary and unaffiliated model strategies.

Nathan Muchmore is a financial advisor with Cambridge Investment Research Advisors and holds Series 65 and Series 63 credentials. He has 10 years of industry experience, including prior roles at Northwestern Mutual Investment Management and AE Financial Services. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to pension plans and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm employs a variety of investment platforms and strategies, including proprietary models and third-party solutions, with both discretionary and non-discretionary options tailored to client needs.

Traci Shughart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been affiliated with Cambridge Investment Research since 2002 and serves as president of Premier Wealth Management, Inc. Outside of her advisory role, Shughart is involved in nonprofit work, serving as secretary of The LFA Foundation and as a board member of Bethany House, both organizations focused on community support. Cambridge Investment Research Advisors is a large 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 advisory services through a network of independent Financial Professionals, providing access to proprietary and third-party strategies across multiple platform arrangements.

Josh Cesare is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at MetLife Securities Inc. and Voya Financial Partners. Outside of advising, he is a football official for the Pennsylvania Interscholastic Athletic Association. 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, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform options tailored to client objectives.

Estrella Rivera Martinez is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and having two years of industry experience. Prior to joining Cambridge in 2025, she worked with NYLIFE Securities LLC and New York Life Insurance Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 a network of independent professionals, using multiple custody platforms and a range of portfolio management approaches.

Sebastian Sullivan is a CFP® professional with 14 years of industry experience currently serving at Cambridge Investment Research Advisors since 2012. He also holds leadership roles at Premier Wealth Management, including President of the firm and its affiliated Premier Network of Financial Advisors. Sullivan serves on multiple nonprofit and educational boards, including the Vincent J Lochetto Memorial Scholarship Fund and Bishop McDevitt. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base ranging from individuals to institutional retirement-plan sponsors. The firm offers financial planning, investment management, and advisory services through independent Financial Professionals who utilize a variety of portfolio management strategies and platform arrangements tailored to client objectives.