FAIRFIELD, IA – January 3, 2025 — Cambridge congratulates Neil Esterson of The Legacy Group for his selection to the National Association of Plan Advisors (NAPA) Top 100 Retirement Plan Advisors Under 40 (“NAPA Aces”), a list that honors retirement plan advisors who demonstrate outstanding dedication to their clients and the retirement plan industry as a whole. Esterson was selected from a competitive pool of more than 500 nominees, and nominations were evaluated by a panel of senior industry leaders based on submitted data, as well as a comprehensive BrokerCheck review.

Esterson, who joined Cambridge in 2016, is a Certified Plan Fiduciary Advisor (CPFA) and Certified Financial Planner (CFP®) at The Legacy Group in Baltimore, Maryland, where he assists retirement plan sponsors and participants in planning and achieving financial security in retirement. In addition to his client-focused work, Esterson educates associates at his firm on financial wellness strategies and has served on several panels at Cambridge Retirement Plan Summits. He has also attended NAPA’s Fly-In Summit on Capitol Hill to speak with members of Congress on legislative issues that affect the retirement plan industry.  

The complete list of NAPA Aces is available here.

About NAPA

The National Association of Plan Advisors (NAPA), an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. While the financial services industry is well represented in Washington by a number of trade associations that weigh in on issues affecting advisors, NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. Learn more at Napa-Net.org.

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.

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

Cambridge and The Legacy Group are not affiliated.

NAPA Top Retirement Plan Advisors Under 40 award 2025 is based on nomination from NAPA partner firms. A panel of judges selects winners based on quantitative and qualitative metrics. Award received December 2024.  This award is not based on investment performance.