FAIRFIELD, IA – October 6, 2022 – Cambridge is excited to announce new members have been selected to join the Cambridge Diversity, Equality, and Inclusion Advisory Council for the 2022-2023 term. The advisory council is comprised of independent financial professionals and business owners from across the nation who are committed to fostering a culture where associates, financial professionals, their staff, their clients, and broader community feel comfortable to be who they are, have the resources needed to flourish, and feel valued and respected.
Financial professionals selected to join the advisory council include April Booth of TAG Advisors; Chad Cooper of Gateway Insurance and Financial Services, LLC; Francis Toler of Toler Financial Group; Lena Rizkallah of Conte Wealth Advisors; Melissa Reaktenwalt of EViE Financial Group (2nd term); Mike Przewlocki of Przewlocki Horvath; Peter Bacchiocchi of G9 Financial (2nd term); Rob Young of Blue Dot Wealth Management; Tamme Ford of Retirement Plan Advisors, LLC; and Victor Gaxiola of TechGirl Financial.
The advisory council was established in 2020, shortly after Cambridge’s Diversity, Equality, and Inclusion Committee was founded. The committee is comprised of Cambridge associates and leaders from across the firm who are responsible for setting strategy, driving change, and positively influencing the financial solutions industry.
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.
Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly owned subsidiaries of Cambridge Investment Group, Inc.
Media & PR Contacts
Please contact Cambridge’s Public Relations Team at publicrelations@cir2.com for news media inquiries, executive speaking engagements, industry sponsorship opportunities, media planning, and community involvement.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.