MEET THE TEAM
PARTNERS

COOPER McMANUS
As an office of supervisory jurisdiction (OSJ), Cooper McManus manages compliace and provides consulting and other business services to the independent advisors in its network, including Tadman Financial. Their community of advisors shares a commitment to exceptional, professional, knowledgeable, and values-driven service.
ADVISORS EXCEL
Advisors excel, is a national insurance marketing organization supporting financial professionals, Broker/Dealers, and financial institutions with a structure designed to match the unique business model of each organization and individual they serve. They provide client planning solutions through the optimal use of life insurance, annuities, and long-term care.
RECENT ARTICLES
Market Commentary | February 9th, 2026
Weekly Market CommentaryFebruary 9th, 2026Message from the CIO Insights from Harison Sidhu, Cambridge Chief Investment Officer The past several weeks have delivered a meaningful uptick in market volatility, driven largely by rapid developments in artificial...
Market Commentary | February 2nd, 2026
Weekly Market CommentaryFebruary 2nd, 2026Week in Review... Economic data released last week suggested mixed growth, with strengthening activity signals contrasting sharply with weaker consumer confidence, persistent producer level inflation, and a Fed meeting that...
February 2026
February- NEWSLETTER -2026What's happening at Tadman Financial?New Office Building Coming Fall of 2026It is with great excitement that we share some big news about the future of Tadman Financial. Our team is currently in the process of constructing a brand-new office...

TAX PROFESSIONALS
We partner with your CPA to build comprehensive financial plans for your unique situation. We can also recommend a CPA or tax professional to you to ensure you are getting the best advice.

ESTATE PLANNING PROFESSIONALS
We will partner with your estate planning attorney to work on an optimal solution for your estate planning needs. It is important to us that you are getting the best advice from professionals in their area. We can also recommend attorneys who specialize in estate planning.
CONTACT US
FOLLOW US
RECENT ARTICLES
Market Commentary | February 9th, 2026
Weekly Market CommentaryFebruary 9th, 2026Message from the CIO Insights from Harison Sidhu, Cambridge Chief Investment Officer The past several weeks have delivered a meaningful uptick in market volatility, driven largely by rapid developments in artificial...
Market Commentary | February 2nd, 2026
Weekly Market CommentaryFebruary 2nd, 2026Week in Review... Economic data released last week suggested mixed growth, with strengthening activity signals contrasting sharply with weaker consumer confidence, persistent producer level inflation, and a Fed meeting that...
February 2026
February- NEWSLETTER -2026What's happening at Tadman Financial?New Office Building Coming Fall of 2026It is with great excitement that we share some big news about the future of Tadman Financial. Our team is currently in the process of constructing a brand-new office...
CONTACT US
FOLLOW US
Tadman Financial, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated with any entity listed above.
