Blake Rockey is a CFP® professional with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior work includes roles at Premiere Group and Bryan City Schools/FCCC. Outside of financial advising, he owns and operates an ice cream truck business called Pink Penguin Ice Cream. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement advisory services. The firm offers multiple portfolio management options and utilizes both proprietary and third-party strategies tailored to client objectives.

Jake is a financial planner and investment advisor at Harvest Rock Advisors, an independent financial services firm serving the greater Susquehanna Valley region. He works with clients 50+ to help them plan confidently and keep more of what they’ve built through smart tax, investment, and retirement planning. He is a CERTIFIED FINANCIAL PLANNER® practitioner and holds the Series 65, Series 7, and Series 63 securities licenses. Jake lives in Lancaster County, PA with his wife, kids, one dog, and one cat. When he's not at youth sporting events, he enjoys running and cycling. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Harvest Rock Advisors, LLC and Cambridge are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Jacob Williams is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including United Planners' Financial Services of America and Gilmore Enterprises, Inc DBA GA Financial Resources. Outside of his advisory role, he has maintained a career as a self-employed musician since 2008. Cambridge Investment Research Advisors serves a diverse clientele that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies and platforms tailored to client objectives.

David Gabay is a CFP® with 43 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes prior roles at Commonwealth Financial Network, Cetera Advisors LLC, Pinnacle Planning Group, Connecticut General Life Insurance Company, and Investors Diversified Services. He also operates the Pinnacle Planning Group as a separate business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a broad network of independent financial professionals. The firm provides multiple investment strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Nathan Pinzon is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Thrivent Financial, New York Life, and Neiman Marcus. Outside of his advisory work, he is the owner of Lakewood Private Capital LLC and also works as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Thomas Sullivan IV is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Cambridge Investment Research Advisors and has prior experience at The O.N. Equity Sales Company, Ohio National Financial Services, and Northwestern Mutual. Outside of advisory work, he is involved as an independent insurance agent for various agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals who utilize a range of portfolio management strategies and platform arrangements tailored to client objectives.

Garrett Futch is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at SFI Advisors, LLC, Dooley's, and several other companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.

Brad Croall is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior work includes roles at Manulife Asset Management, John Hancock, and John Hancock Distributors. He also serves as Executive Director of the Quincy Retirement Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions.

Michael Ament is a financial advisor with Cambridge Investment Research Advisors in Mount Airy, MD, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior work includes over a decade at H. Beck, Inc., followed by several roles within the Cambridge Investment Research network and Cetera-related firms. He is also employed by TAG Advisors in a trading capacity. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides multiple portfolio management options, including proprietary and third-party strategies, with both discretionary and non-discretionary implementation tailored to client objectives.

Eric Sechman is a CFP® professional with 19 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Parkland Securities, LLC. Sechman serves on the Ayer+Devens Resolution Committee and the Town of Ayer Finance Committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management and platform arrangements.

Ross Pfeifer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services for 13 years. Outside of his advisory role, he operates the Lee Camene Insurance Agency, an independent insurance business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers a variety of investment implementation options through multiple custody platforms and proprietary and third-party strategies, accommodating both discretionary and non-discretionary approaches.

Mark Cangelose is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cambridge Investment Research Advisors since 2018. In addition to his advisory role, he operates Cangelose Financial as an independent insurance agent and financial professional. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of investment solutions, including proprietary and third-party model strategies, with implementation available via multiple platforms and both discretionary and non-discretionary arrangements.

Lauren Jarrell is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Institutional Securities Corp for five years. Outside of her advisory role, she has experience managing her own LLC and previously operated a realty business. Cambridge Investment Research Advisors is a large SEC-registered advisory firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing various portfolio management strategies and platform arrangements.

Dan Trinter is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience and has worked at Cambridge and Nationwide-affiliated firms since 2015. He also owns Trinter Consulting and is involved in insurance, benefits, and human resources services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing various portfolio management strategies and platform arrangements.

Brendan Mc Ginn is a financial advisor with Cambridge Investment Research Advisors in Malvern, PA, holding a Series 66 designation and one year of industry experience. His prior work includes four years at United States Liability Insurance and four years at the University of Scranton. He is a member of the Chester County Chamber of Business and Industry. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across various platform arrangements.

Bryan Trugman is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. He is also the managing partner of Attitude Financial Advisors, Inc. and serves as a condo board member in Long Beach, NY. Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

Patricia Kazumba is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at Cambridge Investment Research Advisors since 2015. She also maintains an independent insurance agency under the name Legacy Financial. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, tailored to client objectives across multiple custody platforms.

Arthur Connor is a financial advisor with Cambridge Investment Research Advisors in Summerville, SC, holding the ChFC® and Series 63 designations and having 52 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors and related entities since 2012 and serves on the board of directors for Blue Island Citizens for Persons with Developmental Disabilities. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing multiple custody platforms and a variety of investment strategies, including proprietary models and third-party manager referrals.

Stevan Hoffman is a financial advisor with Cambridge Investment Research Advisors in San Ramon, CA, holding a Series 66 license and 23 years of industry experience. He has been with Cambridge since 2014. Outside of his advisory role, Hoffman co-owns a European Wax Center franchise and serves as its treasurer through Arnold-Kahana and Hoffman, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.