FAIRFIELD, IA – January 12, 2026 — Cambridge Investment Research, Inc. (“Cambridge”), a leading independent financial solutions firm serving 4,100 advisors nationwide, today announced that it has hired Matthew Ham as Vice President, Product Strategy. In this role, Ham will partner with stakeholders across Cambridge to align product strategy with enterprise objectives, establish a clear vision for the firm’s product organization, and lead initiatives that deliver measurable value for financial professionals. He will also help oversee the integration of AI-driven capabilities across Cambridge’s product ecosystem to enhance functionality and efficiency.

Ham joins Cambridge from Osaic, where he spent more than a decade advancing the firm’s digital automation and business transformation initiatives. During his tenure, he led the development and scaling of Osaic’s Automation Center of Excellence, modernized the financial professional onboarding experience, drove continuous improvement efforts across the organization, expanded the firm’s automation infrastructure, and brought a strong advisor-experience-driven mindset to all transformation initiatives. Prior to Osaic, Ham spent more than 15 years at American Express, where he managed the company’s servicing strategies and helped launch an innovative global customer service platform. Ham earned both an MBA and bachelor’s degree from the University of Phoenix, is a certified Lean Six Sigma Black Belt, and holds the FINRA Series 7, 24, and 66 licenses.

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