Chris specializes in intergenerational wealth transfers, estate planning, and preparing clients for retirement.  Chris began his career as a Financial Advisor at UBS Paine Webber in Boston and Smith Barney in Springfield. Chris graduated with a B.A. in Philosophy from George Washington University. He holds the Series 7 and 66 licenses and is registered in 44 states. He has offices in Washington, D.C., Boston, and Springfield.

Broker at CAMBRIDGE INVESTMENT RESEARCH, INC.

Steve has also held various strategy and research positions within Citigroup. He spent two years managing the Citi Private Client Investment Strategy team in London and worked as the financial services strategist for Smith Barney in New York. He received an M.B.A. degree in Accounting and Finance from New York University’s Stern School of Business. Steve’s background in portfolio management, asset allocation, and macroeconomics dovetail well with the team’s client-first approach to wealth management. Steve lives in Longmeadow, MA with his wife and four children.

Broker at CAMBRIDGE INVESTMENT RESEARCH, INC.

He uses asset allocation model portfolios designed specifically for the client’s risk tolerance and time horizon. Ken holds the Chartered Life Underwriter and Chartered Financial Consultant® designations from the American College and the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies.

Broker at CAMBRIDGE INVESTMENT RESEARCH, INC.

In 1990, he opened and managed the Hartford office of Boston-based regional broker Fechtor Detwiller. Before joining O/L in 2006, he was managing partner at Hartford’s Buell Securities Corp. Jeff received a BS in economics and finance from the University of Hartford and attended University of New Hampshire’s Whittmore School of Business.

Broker at CAMBRIDGE INVESTMENT RESEARCH, INC.

She uses her experience in retirement & estate planning to build strong, long-lasting client relationships based on dedication, approachability, and execution. Kari received both a BA in Accounting & Finance and a MBA in Business Management from Southern New Hampshire University.

Investment Adviser at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Chris works alongside his father Ken, providing Financial Planning and Investment Management to individual clients and business owners. Chris received a Bachelor of Science in Accounting, Summa Cum Laude, from the University of Connecticut and received his MBA from the University of Hartford. He is currently pursuing a Certificate in Financial Planning from Boston University. He holds the Series 7, Series 66, and Life/Health insurance licenses. Chris is a proud UConn alumnus and enjoys attending basketball and football games, as well as traveling and seeing shows with his wife Jessica.

Broker at CAMBRIDGE INVESTMENT RESEARCH, INC.

Troy received his bachelor’s degree in Marketing and Business Administration from Salve Regina University in 2014, he also received his MBA from Salve Regina in 2015. He holds the series 7 and 66 licenses. Troy is an avid sports fan and enjoys spending time on the golf course and with his family in Newport, Rhode Island.

Broker at CAMBRIDGE INVESTMENT RESEARCH, INC.

He specializes in the unique rules, investment management, distribution, and estate planning considerations for IRAs and other assets for retirement income planning. Ron received a BA in psychology from the University of Connecticut and an M.Ed. from Boston College.

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Steven joined O|L Advisors in 2025, bringing over a decade of experience from a top-5 retirement plan provider. He plays a hands-on role in the design, implementation, and ongoing service of plans. As an Accredited Investment Fiduciary®, he is a co-fiduciary of the plans he advises. He holds a Bachelor of Arts from UConn. Outside of work, he enjoys golfing and exploring the outdoors with his wife, Emily, and dog, Henry.

Broker at CAMBRIDGE INVESTMENT RESEARCH, INC.

Wendy graduated from Assumption College is Worcester, MA with a BS in Social Sciences and holds her Series 7, 63, 65, 24, Insurance & Annity Licenses as well as the Certified Financial Planner®, Chartered Retirement Planning Specialist and Accredited Investment Fiduciary® designations. She lives in Worcester with her husband Andy, has two grown children and 2 grandchildren that live in Maine.

Broker at CAMBRIDGE INVESTMENT RESEARCH, INC.

Mr. Knade began his career as a financial consultant with Merrill Lynch and spent the next decade in various roles on the institutional side of the investment industry.  His roles in marketing, product development and portfolio management provided Mr. Knade with a strong foundation and thorough appreciation for the quality processes and disciplines utilized by large successful institutional investors. After observing that most individual investors and small institutions fail to employ these highly effective principles, Mr. Knade decided to establish a practice to address this underserved market. Since 1995 he has focused exclusively on the needs of individual investors, businesses and smaller institutions.

Mr. Knade graduated from Gettysburg College with a B.A. in Business Administration and he has completed the course of study at the SIA Wharton Securities Institute.

Broker at CAMBRIDGE INVESTMENT RESEARCH, INC.

Dr. Waldman taught college-level Economics and Personal Finance courses for more than 30 years. He was an Executive in Residence in Personal Finance at American University, in Washington, DC. He has provided financial training to employees of the U.S. State Department, the Comptroller of the Currency, the Board of Governors of the Federal Reserve System, the National Credit Union Association, The Washington Post, AARP, and many other public and private organizations.

For more than 10 years Dr. Waldman was “Washington’s Money Doctor,” hosting a popular financial call-in show on WWRC Radio. He was a financial columnist for the “Federal Times” newspaper, and a syndicated writer through Maturity News Service.

Dr. Waldman is the author of “A Spiritual Guide to Money,” available on Amazon.com. He has appeared on CNN, NPR’s Weekend Edition, and the Joan Rivers Show.

Mark enjoys reading, writing, doing Tai Chi Ch’uan, walking his dog Lady, and being married to Gail.

Broker at CAMBRIDGE INVESTMENT RESEARCH, INC.

Gail has more than eight years of experience in brokerage account operations and estate administration and five years as a Financial Planner.

Gail is a competitive gravel bike racer, and regularly competes in local and national races. As of 2021, she is the National Champion in her age group for the second straight year.

Gail enjoys fishing, crafts, training and racing, walking Lady, and being married to Mark.

Broker at CAMBRIDGE INVESTMENT RESEARCH, INC.

Since joining OL Advisors in 2024, Jackson has served as both a Portfolio Analyst and Financial Advisor. He holds the Chartered Alternative Investment Analyst (CAIA) designation and maintains his Series 7, 63, and 65 licenses. Jackson received a bachelor’s degree in finance from Bryant University and a master’s degree in finance from the Isenberg School of Management at UMass Amherst. With a strong interest in alternative investments and portfolio design, he is dedicated to helping clients make informed, strategic financial decisions. Outside of work, Jackson enjoys watching sports, golfing, and spending summer weekends on Cape Cod with family and friends.

Broker at CAMBRIDGE INVESTMENT RESEARCH, INC.

Mark is registered with Cambridge Investment Research Advisors, Inc. and and holds the CFP® designation. He has passed the Series 7, Series 66, and SIE exams and is licensed in multiple states.

Before joining OL Advisors, he advised clients through Arbor Point Advisors, Securities America, WRP Investments, and Ameriprise Financial Services. He also operates MA Financial Planning, LLC in Tarrytown, NY, where he provides insurance and financial planning services.

Known for his client-focused style and commitment to transparency, Mark has maintained a clean regulatory record throughout his career.

Broker at CAMBRIDGE INVESTMENT RESEARCH, INC.

Tony has been a frequent speaker at housing and mortgage lending conferences and has been interviewed and featured in USA Today and has written articles for numerous national publications. Tony received his bachelor’s degree from William Paterson University and lives in Agawam, MA with his wife and daughter.

Throughout her tenure, Erika has held multiple key positions, each providing her with hands-on insight into the evolving landscape of financial services. Her journey reflects a rare combination of loyalty, leadership, and a continuous drive to learn and adapt.

Today, Erika oversees the Operations Team and manages critical functions including firm bookkeeping, regulatory licensing, advisory fee invoicing, and compensation reconciliation. Her expertise ensures the firm operates smoothly and in full compliance, while her leadership fosters a collaborative and efficient team environment.

Respected for her attention to detail and institutional knowledge, she remains an integral part of O/L Advisor’s ongoing success and commitment to excellence.

Her daily responsibilities include processing paperwork, handling money movements, and opening new accounts across multiple financial platforms. Known for her attention to detail and client-focused mindset, Sherry helps ensure that operational workflows run smoothly and efficiently.

Bringing over 23 years of experience in the banking industry, Sherry has held a variety of roles—from managing Visa debit and credit card programs to serving as a lending officer. Her deep understanding of financial services and dedication to delivering exceptional client service make her a valuable asset to the team.

Since joining the firm in 1999, Donna has played an integral role in streamlining and supporting daily operations. She works closely with multiple advisors to ensure smooth processing of client requests, including paperwork, money movements, and the opening of new accounts across a variety of financial platforms.

 With attention to detail and a proactive approach to problem-solving, Donna is known for delivering exceptional support and service. Her extensive experience and deep knowledge of operational processes make her a valued resource to both advisors and clients.

 Donna holds a bachelor’s degree in communications from Central Connecticut State University and an associate’s degree from Endicott College.

With a background that blends legal knowledge and a strong understanding of human behavior, Nicole holds a Juris Doctor (JD) and a Bachelor of Arts in Psychology. This unique combination allows her to approach operations with precision, analytical thinking, and a client-centered mindset.

Known for her attention to detail and proactive problem-solving, Nicole is a reliable point of contact for both advisors and clients—ensuring smooth execution of processes while upholding the highest standards of compliance and service.

With a focus on high-level administrative support, Katie oversees scheduling, monitors and manages email communications, and serves as a key liaison between the firm and its clients. Katie is also responsible for handling money movement requests, processing account paperwork, and opening new investment accounts across multiple financial platforms.

Katie brings a strong attention to detail and a calm, client-centered approach to every task. She holds a Bachelor’s Degree in Criminal Justice, which has sharpened her critical thinking, discretion, and problem-solving skills—assets that contribute to her effectiveness in a fast-paced financial services environment.

She holds a Bachelor’s degree in Risk Management from the University of Massachusetts Amherst, providing her with the analytical skills to navigate the complex and ever-evolving financial landscape. Currently, Bethany is pursuing a dual MBA and Certified Financial Planner™ (CFP®) program at the College of Our Lady of the Elms, where she is deepening her expertise in financial planning and wealth management. Her long-term goal is to transition into a financial advisory role, leveraging her growing knowledge to guide clients toward making informed decisions that align with their financial objectives.

Bethany is dedicated to continuous growth and learning within the financial services industry. She is committed to supporting the success of both the advisors she works with and the clients they serve. As she works toward becoming a financial advisor herself, her passion for helping individuals and families achieve long-term financial success remains at the forefront of her professional journey.