Bridgeport Financial Solutions

Brian Peardon is a financial advisor with Bridgeport Financial Solutions in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Cambridge Investment Research Advisors Inc. for over a decade before joining Bridgeport Financial Solutions in 2024. Outside of advisory work, he is also an independent insurance agent. Bridgeport Financial Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, and other entities. The firm offers multiple program options including discretionary wrap programs and access to third-party strategists, managing approximately $484 million in assets.

Avangeline Subsin is a financial advisor at Bridgeport Financial Solutions with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc. and Thimbleberry Financial. Subsin serves as a board member for Whatsoever You Do, Inc., a nonprofit organization. Bridgeport Financial Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, and other entities. The firm offers a range of programs including discretionary wrap accounts, advisor-managed portfolios, and access to third-party strategists, managing approximately $484 million in assets.

Luke Perry is a financial advisor with Bridgeport Financial Solutions in Fairfield, IA, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisor, Inc., CRI Securities, LLC, and Securian Financial Services, Inc. He has also been involved with community organizations such as Crosspointe Community Church and The Well. Bridgeport Financial Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, and other entities. The firm offers multiple program options, including discretionary wrap programs and access to third-party strategists, managing approximately $484 million in assets under management.

Michael Mallon is a financial advisor at Bridgeport Financial Solutions with 10 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. since 2015. Outside of his advisory role, he is involved with the Law Offices of Richard T. Mallon Jr. as a tax preparer. Bridgeport Financial Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, and other entities. The firm employs a hybrid, advisor-led platform with access to various investment programs and third-party managers, managing approximately $484 million in assets.

Andrew Sohn is a financial advisor with Bridgeport Financial Solutions, holding the ChFC® designation and Series 63 license, with 28 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. since 2011 prior to joining Bridgeport Financial Solutions in 2024. Outside of his advisory work, Sohn serves on the investment sub-committee of the Board of Trustees at The Fenn School and is a corporator for Emerson Hospital. Bridgeport Financial Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, and other entities. The firm utilizes a combination of discretionary wrap programs, advisor-managed portfolios, and third-party strategies, managing approximately $484 million in assets.

Evan Welch is a CFP® professional at Bridgeport Financial Solutions with 28 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. since 2011 before joining Bridgeport in 2024. Outside of his advisory role, he serves as a pro bono money mentor with the Financial Planning Association of Massachusetts, counseling cancer patients in association with the Dana-Farber Cancer Institute, and holds trustee positions with the Corinthian Masonic Lodge and its endowment fund. Bridgeport Financial Solutions offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, and other entities. The firm employs a hybrid, advisor-led platform with a suite of model managed portfolios and allows individual advisors flexibility in tailoring allocations or implementing their own investment strategies.

Robin Hall is a financial advisor at Bridgeport Financial Solutions with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Advisors, Inc. Hall is also an attorney providing estate planning and irrevocable life insurance trust services, and he negotiates commercial loan terms independently. Bridgeport Financial Solutions offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, and other entities. The firm employs a hybrid, advisor-led platform with multiple program options and manages approximately $484 million in assets.

Mitchell Sanford is a financial advisor at Bridgeport Financial Solutions with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors, Ropes and Gray, and Fidelity. Outside of his advisory role, he has experience in advisory representation for a registered investment adviser. Bridgeport Financial Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, and other entities. The firm offers multiple programs including discretionary wrap, advisor-managed portfolios, and access to third-party strategists, managing approximately $484 million in assets.