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Lindsey & Lindsey Wealth Management, Susan Sukys Named Finalists in 2025 InvestmentNews Women to Watch Awards

Westlake Village firm named among fastest-growing female-led teams in industry; Sukys recognized for allyship excellence

FAIRFIELD, IA – August 6, 2025 — Cambridge Investment Research, Inc. (“Cambridge”), a leading independent financial solutions firm supporting more than 4,000 financial professionals nationwide, congratulates Lindsey & Lindsey Wealth Management and Susan Sukys on being named finalists in the InvestmentNews Women to Watch awards. Lindsey & Lindsey is a finalist for the ‘Fastest Growing Female-Led Team’ award, while Sukys is a finalist for the ‘Allyship Champion of the Year’ award.

Lindsey & Lindsey Wealth Management is an independent, female-led financial services firm based in Westlake Village, California. The team provides comprehensive financial planning through an ensemble team of CERTIFIED FINANCIAL PLANNER® professionals and strives to deliver a boutique client experience grounded in integrity, expertise, and long-term relationships. Since its founding in 2012, Lindsey & Lindsey has been known for its consistent growth, high-touch service model, and commitment to empowering women in financial services. The firm is led by sisters Christina Lindsey Orta and Alissa Kroeger, and Shannon Beahan. Cambridge and Lindsey & Lindsey Wealth Management are not affiliated.

Sukys is the founder of Mosaic Financial Group in Mount Vernon, Ohio. Outside of her role serving clients and driving growth at her firm, she is an active member of Cambridge’s Community of Women Advisory Board, where she contributes to advancing initiatives that support, mentor, and empower women in financial services. Sukys holds several industry licenses and credentials, including the CERTIFIED FINANCIAL PLANNER® designation. Cambridge and Mosaic Financial Group are not affiliated.

Now in its 10th year, the InvestmentNews Women to Watch awards received a record number of nominations and honors women across the financial services industry who are making an impact on their firm, their communities, and the profession as a whole. All finalists will be featured in print and online coverage by InvestmentNews, and winners will be announced at an awards ceremony in New York City on October 21.

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.

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

InvestmentNews Women to Watch Awards Allyship Champion of the Year 2025 Excellence Awardee (Finalist) recognizes the individual who has supported and empowered women to fulfill their potential and achieve excellence within the workplace.

InvestmentNews Women to Watch Awards Fastest Growing, Female-led Advisory Team 2025 Excellence Awardee (Finalist) recognizes the most outstanding advisory team or office that has displayed excellence over the past 12 months. Nominations can be made by self, peers, partners, and clients and is determined by the InvestmentNews Awards team. Excellence Awardees announced on August 4, 2025.


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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.

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