07/16/2026
Cambridge Earns Broker-Dealer of the Year, CEO of the Year Honors at 2026 Investment News Awards
Milestones Group is proud to recognize its partner firm for outstanding commitment to independent financial professionals and their clients
{Manchester, IA} – July 07, 2026 — Milestones Group is pleased to announce that its partner firm, Cambridge Investment Research, Inc. (“Cambridge”), was recently named InvestmentNews Broker-Dealer of the Year, while Cambridge CEO Amy Webber earned InvestmentNews CEO of the Year honors. Presented at last month's InvestmentNews Awards ceremony in New York City, both awards recognize exceptional performance, leadership, and innovation in the financial services industry over the past 12 months.
“We are incredibly honored to be recognized as Broker-Dealer of the Year,” said Webber. “We continue to be fiercely committed to the idea of independence and giving financial professional’s the solutions and flexibility they need to best serve their clients. This award means a lot because it’s only possible with the help of our financial professionals, associates, and partners. We share this award with all of Cambridge Nation."
The award is the latest milestone in what has been a strong period of growth and momentum for Cambridge, which serves 4,100 independent financial professionals and operates offices in Fairfield, Iowa and Phoenix, Arizona. Over the past year, the firm surpassed the $2 billion in total revenue mark, achieved a second consecutive record recruiting year, and launched two AI-powered solutions to support its financial professional experience initiatives.
Hired as Cambridge’s 22nd associate in 1998, Webber served in a variety of high-ranking roles before becoming just the second CEO in the firm’s 45-year history, succeeding Founder Eric Schwartz in 2016. Under her leadership, Cambridge has tripled its revenue and assets under advisement (AUA) and expanded its position as one of the industry's leading independent financial solutions firms. Webber’s leadership was the subject of a recent InvestmentNews cover story, and she delivers thought leadership through her biweekly Cambridge Stronger podcast series.
Tammy Feldmann Kelchen of Milestones Group has been proudly affiliated with Cambridge for 6 years. Throughout that time, the firm has leveraged Cambridge's suite of technology and growth-focused resources to enhance its client experience and support long-term business growth.
About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Learn more at joincambridge.com.
Contact: Tammy Feldmann Kelchen at Milestones Group. (563) 927-2572.
1 InvestmentNews Awards Broker-Dealer of the Year 2026 winner nominations can be from any wealth management professional or organization and is determined by the InvestmentNews Awards team, who conduct research and draw on the knowledge and information gained through InvestmentNews. Winners announced on June 24, 2026. For more information, please see https://investmentnewsawards.com/
2 InvestmentNews Awards The Park Avenue Securities Award for CEO of the Year 2026 is based on the following criteria: CEO's vision, leadership engagement of workforce commitment to the wealth management industry and their industry reputation; CEO's commitment to corporate values and positive impact on the industry as a whole; and corporate growth, achievements, recognition and performance, reflective of their leadership. Nominees must be a CEO/President/equivalent of an advisory network, advisory firm, fund company, or service provider to advisors. Winners announced on June 24, 2026. For more information, please see https://investmentnewsawards.com/.
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. Milestones Group and Cambridge are not affiliated.
We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling (563) 927-2572. This email may not be monitored every day, or after normal business hours.
