FAIRFIELD, IA – June 25, 2024 — Cambridge congratulates Divam Mehta, CFP^®, ChFC^®, MBA of Mehta Financial Group, Jim Wessels, CPA/PFS, CFA, of Vision Financial Group, and Wanda Delgado, CFP^®, of Insight Financial Advisors for earning InvestmentNews Advisor of the Year honors. Mehta, Wessels, and Delgado were recognized as part of the inaugural InvestmentNews Awards, which recognize firms and individuals who use their dedication and knowledge to elevate the industry as a whole. Winners were selected by an independent judging panel and announced at an InvestmentNews awards ceremony on June 20.

Divam Mehta, the Founder of Mehta Financial Group in Richmond, Virginia, was recognized for the Advisor of the Year (Southeast Region) award. He launched Mehta Financial Group in 2010 to help individuals and families meet their financial goals using actionable and organic financial plans. Among several accolades, Mehta has previously made the InvestmentNews ‘40 Under 40’ list¹ and won the InvestmentNews ‘Rising Star’ award². He holds the CFP^® and ChFC^® designations, and earned an MBA from the University of Tampa.

Jim Wessels, a partner and financial advisor at Vision Financial Group in Des Moines, Iowa, was recognized for the Advisor of the Year (Midwest Region) award. He works with clients to serve their financial planning, asset management, risk management, tax, and estate planning needs, and has earned both the CPA and CFA designations during his career. Wessels is also an active member of his community: his efforts include positions with Central Iowa Shelter and Services (Executive Board), Junior Achievement, United Way (Investment Committee), and the University of Iowa Krause Fund.

Wanda Delgado, recognized for the Advisor of the Year (West Region) award, is the founder and owner of Insight Financial Advisors in Santa Ana, California. She earned bachelor’s degrees in Business Administration and French from California State University – San Bernardino, and has been named a Five Star Wealth Manager ten times³. Delgado is an executive board member with Help for Brain Injured Children (HBIC) and holds the CFP^® designation.

A complete list of winners is available here.

About Cambridge

Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Learn more at JoinCambridge.com.

About InvestmentNews

InvestmentNews is a leading source for news, analysis and information essential to the financial advisory community. Since 1998, the publication has educated, informed, and engaged financial advisors across the country using its weekly newspaper, website, newsletters, research, events, social media, videos and webcasts. InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisors to serve their clients and run their businesses more effectively.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080

¹ InvestmentNews Magazine, 40 Under 40 awards (2016) recognize the achievements of 40 individuals under the age of 40 in the financial industry. A team of reporters and editors selected the 40 honorees out of hundreds of online nominations. This award is not based on investment performance.

² InvestmentNews Magazine, Excellence in Diversity, Equity & Inclusion Rising Star Award (2018) identifies and celebrates individuals and firms that recognize the need to cultivate a diverse and equitable profession that's welcoming to all. Rising Stars are in the early stages of his or her career, but show exceptional promise in what they have already contributed to the success and diversity of the profession. Nominations are made online and selections are made by an eight-member InvestmentNews committee.

³ To receive the Five Star Wealth Manager award (2013-2022), individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cambridge is not affiliated with any other named entities.