Disclosures & Licensing

Arthur Bush - Founding Partner, Chief Executive Officer (CEO)

Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vera Planning are not affiliated.

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Steven Bush - Founding Partner, Chief Business Officer (CBO)

Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vera Planning are not affiliated.

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Matthew "Matt" Carter - Founding Partner, Client Acquisition Director

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Kate Sussman - Senior Associate, Financial Advisor, Operations Lead

Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vera Planning are not affiliated.

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Andrew "Drew" White CLU® ChFC® - Founding Partner, Vice President of Revenue

Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vera Planning are not affiliated.

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David Feldstein - Founding Partner, Chief Operating Officer (COO)

Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vera Planning are not affiliated.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA / SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vera Planning are not affiliated. Click here for Cambridge’s Form CRS (Customer Relationship Summary). Cambridge does not offer tax or legal advice.

Please include the following disclosure: Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

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Disclosures & Licensing

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Arthur Bush - Founding Partner, Chief Executive Officer (CEO)

Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vera Planning are not affiliated.

‍

Steven Bush - Founding Partner, Chief Business Officer (CBO)

Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vera Planning are not affiliated.

‍

Matthew "Matt" Carter - Founding Partner, Client Acquisition Director

‍

Kate Sussman - Senior Associate, Financial Advisor, Operations Lead

Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vera Planning are not affiliated.

‍

Andrew "Drew" White CLU® ChFC® - Founding Partner, Vice President of Revenue

Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vera Planning are not affiliated.