Cambridge Investment Research, Inc.

Crossing the $1B AUA mark on our WealthPort Team-Directed platform is a remarkable achievement — congratulations to Richard Godfrey Sr., Rick Godfrey II, Brian Wheeler, and all of our friends at SmartPro Financial on an incredible milestone! Thank you all for your partnership and the opportunity to support your vision. We can’t wait to see what you accomplish next!

We’re pleased to introduce Sean Van Moorleghem as the firm’s newest Executive Vice President and Chief Technology Officer. Sean joins Cambridge from Charles Schwab, where he held various technology-focused leadership roles and helped advance the firm’s digital transformation and AI integration efforts. Learn more about Sean and his role at Cambridge: https://ow.ly/6jJG50VnJOL

In Episode 227 of Cambridge Stronger, Nathan Young of The Rosselot Financial Group shares his journey in finance, the power of networking, and why open conversations about money matter. He also dives into the importance of financial education and how surrounding himself with the right team has fueled his success. ?? Tune in now! https://lnkd.in/gRBy7P5v #CambridgeStronger

We're proud to be named a USA TODAY Top Workplace USA for the fifth consecutive year! This recognition is always meaningful because it's based entirely on the results of an anonymous employee engagement survey. To our associates — thank you for your dedication and commitment to the advisors we serve! Your feedback drives us to create a culture and work environment where you feel empowered to build a rewarding career in financial services. There's no US without YOU! ?? Learn more ?? https://ow.ly/Uj2U50VlHry **The Top Workplace USA, 2021-2025 recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.**

Last chance! The deadline to submit an Invest in Others Charitable Foundation nomination is Friday. If you’re an advisor making an impact in your community and are interested in potentially winning a donation of up to $100,000 for your nonprofit of choice, make sure your nomination is in before the deadline. This is a valuable opportunity to win a donation for the organization you care about! ?? https://lnkd.in/d_-AaAQ

We’re pleased to welcome Michael Heavey to Cambridge as Regional Vice President, Business Development. Michael brings more than 20 years of industry experience and will lead our West Coast recruiting efforts. Learn more about Michael and his role here: https://ow.ly/IvVj50Vk4kU

What's better than finding a pot of gold? Working with incredible financial professionals, associates, and partners who are passionate about helping clients reach their financial goals! We feel lucky to have the best in the business — wishing everyone a Happy St. Patrick's Day! ??

What a week it has been at our Real Practice Management (RPM) event in Charlotte, North Carolina! As Cambridge celebrates 15 years of RPM, financial professionals engaged in one-on-one coaching, interactive group sessions, and networking to enhance their practice, support clients, and drive sustainable growth. A huge thank you to everyone who joined us—learning, collaboration, and connections make all the difference! ?? ??To read more about 15 years of RPM, click here: https://ow.ly/BEzA50VfXu4 #RPM #RPM15

In today’s digital world, cyberattacks aren’t a question of if — but when. How can advisors stay ahead of these cyber threats and keep clients, and themselves, safe and protected? Our latest whitepaper takes a close look at cybersecurity, covering: ? The biggest cybersecurity threats facing businesses today ? Strategies to protect your data and operations ? Best practices for staying ahead of cybercriminals Read it here: https://lnkd.in/gMamstYy?

15 years of RPM. 15 years of transforming businesses. We can hardly believe our Real Practice Management (RPM) program turns 15 this month! Through this multi-year program, we’ve had the opportunity to work with nearly 1,000 advisors, supporting their vision through 1-1 coaching, interactive workshops, and educational events. To our RPM advisors, past and present — we know your business is a major part of your life. Thank you for embracing RPM and trusting our coaches to support your journey. And to our outstanding RPM coaches — thank you for your leadership, expertise, and the genuine care you show for our advisors every step of the way. (including those late-night phone calls!) #RPM15 Learn more about this MAJOR milestone: https://lnkd.in/gw4MwjWx Brian Reid Greg Turner Ali Den Hartog Kristen Civin Tonia Pfeifer Erin Wittrock Crystal Courtney Kiersten Duncan Brianna Caudill