FAIRFIELD, IA – January 25, 2021 – Cambridge is pleased to introduce the Cambridge Diversity, Equality, and Inclusion Advisory Council of financial professionals as an integral part of the Cambridge Diversity, Equality, and Inclusion Committee that was formally launched in early 2020. 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, staff members, and clients feel comfortable to be who they are, have the resources needed to flourish, and feel value and respected.
The financial professionals who have been selected to participate on the Cambridge Diversity, Equality, and Inclusion Advisory Council include Aprilyn Chavez Geissler of Gateway Insurance and Financial Services; Armond Croom of Croom Financial; Brittany DeWeese of S&D Capital; Connie Bettis of Paradise Wealth Advisors; Dary Burgos of The Professional Alliance, Inc.; Divam Mehta of Mehta Financial Group, LLC; Doug Lewis of Lewis Financial Management, LLC; Gary McPherson of McPherson Financial Partners, LLC; James Hall of Hall Investment Strategies; Jennifer Eyre of Harford Financial Group; Josh Schwartz of Retirement Plan Advisors; Judith Griffin of Griffin Financial Services Group; Melissa Reaktenwalt of EViE Financial Group; Peggy Haslach of Finity Group, LLC; and Peter Bacchiocchi of G9 Financial.
“We are honored to partner with dedicated independent financial professionals who are passionate about moving the needle on this important topic. Their participation, insight, and influence are vital to the change we are working to create within our industry and beyond,” said Amy Webber, President, CEO, and co-sponsor of the Cambridge Diversity, Equality, and Inclusion Committee.
The Cambridge Diversity, Equality, and Inclusion Committee is a dedicated team of Cambridge associates and leaders from across the firm that is responsible for setting strategy and driving change. At Cambridge, we are committed to fostering a diverse and inclusive culture throughout our firm and the communities we serve – and positively influencing the financial solutions industry as a whole.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private 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 privately controlled independent broker-dealers in the country. Cambridge continues to be a multi-year honoree as a top workplace1 and broker-dealer2 of the year.
1The Top Workplace in Iowa, 2020 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.
2Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.
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