ADVISOR BIO

Mark Wallace Smith is a financial advisor with over 30 years of experience in the financial services industry. Mark is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since June 2017. Prior to joining Cambridge, Mark worked at REGULUS ADVISORS, LLC and AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. Mark specializes in providing financial advice to individuals, families, and businesses. Mark's services include financial planning, investment management, and retirement planning. He is a member of the University Club of Grand Rapids. Mark is also an independent insurance agent for various independent insurance companies.

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ADVISOR BIO

Mark Wittleder is a financial advisor who has been in the industry since 2008. Mark is currently registered with Corient in Indianapolis, Indiana. Previously, Mark worked with CHARLES SCHWAB & CO., INC. in Indianapolis, Indiana. Mark is a Certified Financial Planner.

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ADVISOR BIO

Mark James Myers is an Investment Advisor Representative at Cumberland Advisors in Sarasota, Florida. Mark is a registered Investment Advisor in Florida, and has been working in the financial services industry since May 2007. He earned his Series 65 license on October 9, 2018. Prior to joining Cumberland Advisors, Mark worked at First Priority Financial Corp./First Priority Bank in Malvern, Pennsylvania.

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ADVISOR BIO

Mark Scott Gopen is a financial advisor at Cambridge Investment Research Advisors, Inc. Mark has been in the financial services industry since April 15, 1998. Mark is registered in New York and Texas, and specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and individuals. Mark has experience with National Securities Corporation and Prime Capital Services, Inc. Mark is also the owner of Premier Tax Planning LLC, which specializes in tax preparation.

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ADVISOR BIO

Mark Steven Horstmann is a financial advisor at Cambridge Investment Research Advisors, Inc. Mark has been in the industry since 1999 and is registered to provide investment advice in 10 states. Mark is also a Certified Financial Planner and a Personal Financial Specialist. In addition to his role at Cambridge Investment Research Advisors, Inc., Mark is also an Independent Insurance Agent for various Independent Insurance Companies and the owner/member/dba of Wealth Management Group of KC LC.

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ADVISOR BIO

Mark William Steinhart is a financial advisor registered with Cambridge Investment Research Advisors, Inc., operating from the Wormleysburg, PA office. Mark is a licensed Investment Adviser Representative (IAR) and has over 25 years of experience in the financial services industry.

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ADVISOR BIO

Mark Kevin King is a financial professional with over 25 years of experience in the financial services industry. Mark is currently registered with Cambridge Investment Research Advisors, Inc. in Norfolk, Virginia. Mark has held previous positions at WFG Investments, Inc., GWN Securities Inc. and VALIC Financial Advisors, Inc. Mark holds Series 6, 7, 24, 26, 63 and 65 licenses as well as the SIE exam certification. Mark provides a wide range of services to individuals, businesses, and institutions, including financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

Mark Paul Adams is a registered investment advisor representative (IAR) with Horizons Planning Corp. Mark is also a licensed life, health, and annuity insurance agent. Mark has been in the industry since May 2022 and has held various positions including a role with Whirlpool Corporation. Mark specializes in providing financial planning, pension consulting, educational seminars, market timing services, and portfolio management for individuals, businesses, and pooled investment vehicles. Mark has a Series 65 license and is currently registered in Michigan and Texas.

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ADVISOR BIO

Mark Leone is a financial advisor at Cambridge Investment Research Advisors, Inc. Mark has been in the financial services industry since 1988 and has a broad range of experience serving individual and institutional clients. Mark has a focus on financial planning, pension consulting, educational seminars, market timing services, and portfolio management. Previously, Mark worked at Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Zions Direct, Inc., First Security Investor Services, Inc., and Piper, Jaffray & Hopwood Incorporated. Mark holds FINRA Series 7, 31, 63, and 65 licenses and the SIE exam. Mark is registered as an investment advisor representative in Texas and Utah, and as a broker-dealer in Arizona, California, Colorado, District of Columbia, Florida, Idaho, Michigan, Missouri, Montana, Nevada, New Mexico, New York, Oklahoma, Oregon, Pennsylvania, Texas, Utah, Virginia, and Washington.

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ADVISOR BIO

Mark James Derosa is a financial advisor in Lynbrook, NY. Mark has been working in the financial industry for over 20 years. Mark is a registered representative of Cambridge Investment Research Advisors, Inc. He is also registered with the state of New York as an Investment Advisor Representative. Mark provides financial advice to individuals, families and businesses. His services include financial planning, investment management and retirement planning. He is also an independent insurance agent for various independent insurance companies.

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