- Don Megliola, Senior Managing Partner Email Don
- Brian Bloxom Email Brian
- Rob Freck Email Rob
- Meredith Hazen Email Meredith
- Mark Menzel Email Mark
- David Smith Email David
Operations and Client Services
- Lindsay Snyder Email Lindsay
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Sunrise Wealth Partners, LLC and Cambridge are not affiliated. Sunrise Wealth Partners, LLC is not engaged in the securities business.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV. No offers may be made or accepted from any resident outside the specific states referenced.