Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the spirit of Cambridge. Join our host, Cambridge CEO and Co-Chairman of the Board Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Cambridge Stronger was recently named one of four WealthManagment.com Industry Award finalists in the category of Thought Leadership! Click here to learn more about the award and how our podcast is making an impact in the financial services industry.
Allan Robertson and Sydney Robertson of Clear View Advisors
Ellis Baum of Tiger Investment Services
Kelly Cartier of Cartier Financial
Cristen Morgan of Lake Norman Financial Group
Jason Conner and Cindy Lowe of Cambridge Inverstment Research
Larry Qvistgaard of Duncan Advisor Resources
Deanna Spear of Wernick Spear Wealth Managers
Mike Przewlocki of Przewlocki Horvath
Tatum Baxter and Alan Schiess of Cambridge Investment Research
Steve Howard of OL Advisors
Shari Rash of Greenway Wealth Advisory
Mike Schuster of Schuster Anderson Wealth Advisors
Regina Quirk of Strategic Financial Services
Kay Black and Morae Metcalf of Cambridge
Traci Shughart of Premier Wealth Management
Lisa Werner of Marketplace Financial Group, LLC
Danielle Howard of Wealth by Design, LLC
Lane Clevenger of Clevenger Financial
Jen Schaefer of Capital Advisors
Anthony Bartlett of Bartlett Wealth Management
Nick Daugherty of FinancialCop LLC
Mahesh Odhrani of Strategic Wealth Design
Kristina Paz of Sopris Wealth Advisors
Adam Freeland of Harford Financial Group
Walter Scott of Whelan Scott Asset Management
Lucila Williams of Lotus Financial Partners
Rob Young of Blue Dot Wealth Management
Steve Nearman of Nearman Financial Consulting
Debbie Ash of Ashbridge Financial Solutions
April Booth of TAG Advisors
Divam Mehta of Mehta Financial Group
Jamie Blakley of Successful Financial Strategies
Dan Karlsberg of Freedom Trail Wealth at Dove Mountain
Kristin Michel Rodriguez of Symphony Financial
Carolyn Rowland of Resilient Wealth Planning
Jim Wessels of Vision Financial Group
Special Feature: Celebrating PRIDE Month
Fran Toler of Toler Financial Group
Victor Gaxiola of TechGirl Financial
Chris Janota of Envoy Wealth Management
Lena Rizkallah of Conte Wealth Advisors
Chris Raup of Ascend Wealth Consulting
Chris Marovich of Retirement Design Group
Tom Stephens of Smart Capital Management
Judi Griffin of Griffin Financial Services Group
Melissa Reaktenwalt of EViE Financial
Steven Lathrop
Jeff Vivacqua of Cambridge
Kelly Hoff of Hoff Financial Services
John Fuller of Fuller & Company
Kelly Cartier of Cartier Financial
Alex Klinkhammer of Klinkhammer Financial
Andy Pike of Quo Vadis Financial
Heather Bishoff of The Bishoff Financial Group
Mark Dudycha of Dudycha Retirement Group
Todd Yawit of Saxon Financial Services
Cliff Robello of CMR Financial Advisors
Bryan Masten of Global Financial Partners
Joel Arsenault of PlanFirst., LLC
Brandon Plattner of Plattner Asset Management
BJ Carter and Drew Jauron of Cambridge
Andrea Shafer of Cambridge
Mark Trice of ClearVista Financial
Megan Bynum of Harvest Wealth Group
Peter Bacchiocchi of G9 Financial and Peggy Haslach of Finity Group
Richard Torgerson of SharePower Responsible Investing
Aaron Witten of Witten Financial Services
Nick Graham, Executive Vice President and Chief Technology Officer of Cambridge
Susan Sukys of Mosaic Financial Group
Zach Hager of The Professional Alliance
Shanna Tingom of Heritage Financial Strategies
Von D. Cook II of Client Centric Advisors
Connie Bettis of Paradise Wealth Advisors
David Nelson of NelsonCorp Wealth Management
Shannon Mehls of Ohrenda
Dan Harriman of Harriman Financial and Independent Financial Professionals
Brian Duncan of Duncan Financial Group
Peter Mersberger of Mersberger Financial Group, Inc.
Lisa Sappenfield Boyer of Boyer and Sappenfield Investment Advisors
Mike Merrill of Finity Group, LLC
Cody Phelps of Jordan Creek Financial Solutions
Kevin Komar of ko-advisors
Josh Schwartz of Retirement Plan Advisors
Armond Croom of Croom Financial
Kit Lancaster of Sterling Edge Financial
Kim Gaxiola of TechGirl Financial
Dawn Baker of Baker Wealth Management
John Fenwick of Preferred Partners
Rhett Jeppson of Investment Management Consultants
Christina Lindsey Orta of Lindsey & Lindsey Wealth Management
Rocco Scarsella of RWS Financial Group
Aprilyn Chavez Geissler of Gateway Insurance and Financial Services
Brent Shimman of S&D Capital
Mike Woods of Stocker Woods Financial
Sean Williams of Sojourn Wealth Advisory
Tom Bode of Bode Financial Group
Bob Pugliese of Premier Wealth Management
Kristen Hafner of Financial Moxie
Greg Raines of TAG Advisors
Gary McPherson of McPherson Financial Partners
Ray Castaldi of Castaldi Financial Solutions
Michael Curtis of Curtis Financial Services
Mark Mitchell of Retirement Plan Advisors
David Wheat of Axiom Advisors
John Rathbun of Graf & Company Financial Management
Ed Kohlhepp, Jr. of of Kohlhepp Investment Advisors, LTD
Parker Consaul of Pivotal Financial
Kay Knuth of Knuth Financial Life Planning
Scott Marshall of Marshall Grezlak
Eric Schwartz of Cambridge
Eric Schwartz of Cambridge
Jimmy Williams of Compass Capital Management
Denny Gustin-Piazza of WealthPlanners
Shane Westhoelter of Gateway Financial Advisors
Armond Croom of Croom Financial, and Gary McPherson of McPherson Financial Partners
Wendy John of Fidelity Investments
Jim Regitz of Newport Advisory
Karl Elsass of Elsass Financial Group
Steve James of Summit Financial Solutions
Monte Ferguson of Pivotal Financial Advisors
Wanda Delgado of Insight Financial Advisors
Lisa Heath of Financial Partners of Louisiana
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