David Gabay is a CFP® with 42 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes long tenures at Pinnacle Planning Group and Connecticut General Life Insurance Company, among others. Gabay operates a separate business under the DBA Pinnacle Planning Group. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm provides financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals using various account platforms and investment strategies.

Patric Wallace is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and over 40 years of industry experience. He has been with Cambridge since 2009. Outside of his advisory role, he is an independent insurance agent for various companies through his own business, Wallace Group. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals.

Daniel Gopen is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including prior roles at National Asset Management and National Securities Corporation. Outside of his advisory work, he is involved with Premier Tax Planning, providing tax preparation and accounting services, and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of clients, including individual investors, retirement plans, and charitable organizations, through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model portfolios and individualized strategies implemented through multiple custodians.

Melissa Cannizzaro is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has been with Cambridge Investment Research since 2007. Outside of her advisory role, she is a Certified Divorce Financial Analyst and co-owner of a landscaping business. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals using various account platforms and investment strategies.

John Mcwatters is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 designation and 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006 and with its affiliated broker-dealer since 2005. Additionally, he works as an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches.

Enrico Bawar is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for seven years before joining Cambridge in 2022. Outside of his advisory role, Mr. Bawar serves as president and board member of the Rotary Club of Staten Island and holds board positions with several local community organizations. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.

Andrew Parrish is a financial advisor with Cambridge Investment Research Advisors in Brooklyn, NY. He holds a Series 66 designation and has nine years of industry experience, including ten years at OSAIC and a brief role with The Chris Gethard Show. Outside of his advisory work, he is involved with Parrish Money Management in insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent Financial Professionals using various account platforms and investment strategies.

Michael Curley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include eight years at J.P. Morgan Securities and nine years at the NY Center for Interpersonal Development. He is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing a range of platforms and third-party strategists.

John Naegele is a CFP® with 40 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2021. His prior work includes eight years at National Securities Corporation and over two decades at Gilman Ciocia, Inc. He serves as a board member of Cryder Point Owners Corp and is involved in tax preparation as an enrolled agent with Premier Tax Planning. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals and multiple account platforms.

Timothy Lott is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at HUB International and Sun Life Insurance. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and a variety of investment strategies.

Deborah Oconnell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 37 years of industry experience. Her prior work includes long tenures at Gilman & Ciocia and National Securities Corporation, among others. Outside of advisory work, she is involved with Premier Tax Planning, providing tax preparation and accounting services as a CPA enrolled agent. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various platforms and third-party strategists to deliver customized investment solutions.

Scott Fox is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 10 years. Outside of his advisory role, he is employed in retail at Walmart in Farmingdale, NY. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model-based and individualized investment approaches.

Jonathan Kanovsky is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 28 years of industry experience. He has been with Cambridge since 2004 and also owns JK Group Tax & Accounting Inc., where he provides tax preparation and accounting services. Kanovsky is involved with the Firefighter Sergio Villanueva Soccer Foundation, a nonprofit organization. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, retirement plan advisory, and access to third-party sub-advisers, utilizing various account platforms and custodians.

Ivy Menchel is a CFP® with 32 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include positions at Sagemark Consulting, Equitable Advisors, Commonwealth Financial Network, and Best Times Financial. Menchel is involved in professional associations related to divorce financial planning and family mediation, and she owns a firm specializing in divorce planning services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary investment approaches.

Mark Gopen is a financial advisor with Cambridge Investment Research Advisors in Great Neck, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at National Securities Corporation and Gilman + Ciocia, Inc. Outside of his advisory work, he owns and operates tax preparation businesses and serves as an independent insurance agent. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers a range of advisory services including financial planning, portfolio management, and retirement plan consulting, utilizing various account platforms and third-party strategists.

Ryan Mcginn is a CFP® professional with 11 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2021. His prior roles include positions at Cohen & Steers Securities, LLC and Brinker Capital. Mcginn also serves as Treasurer for the Main Line Central Virtual BNI Chapter, a volunteer role. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals using multiple account platforms.

Ambrose Chan is a CFP® professional with 32 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2014 and has operated AC Financial Advisory Group since 1993. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes multiple account platforms and third-party strategists.

Philip Weinisch is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 26 years of industry experience. Prior to joining Cambridge in 2020, he worked at National Asset Management, Inc. and National Securities Corporation from 2013 to 2021. He is also a CPA and enrolled agent, serving as owner of Weinisch & Associates, Inc., and partner at Weinisch & Levine, LLP. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a combination of model-based and individualized investment approaches.

Junko Horvath is a CFP® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2012. She operates FujiYama Wealth Management and serves as a board member and volunteer at the Torah Day School of Atlanta. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent advisors and multiple account platforms.

Michael Bufalini is a financial advisor with Cambridge Investment Research Advisors in New York, NY. He holds the Series 63 and Series 65 designations and has 12 years of industry experience. His prior roles include positions at Invesco Distributors, Inc., Oppenheimerfunds Distributor, Inc., Community Investment Services, Inc., and Invest Financial Corp. He is also involved as an agent in the insurance and benefits sector. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, retirement plan advisory, and access to third-party sub-advisers, employing both model-based and individualized investment approaches.

Joseph Maccariello is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is also employed in tax services with multiple firms. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan consulting, utilizing various account platforms and third-party strategists.

Sara Brandston is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 33 years of industry experience. She has worked at Cambridge since 2017 and previously spent 17 years at National Planning Corporation. Brandston is also president of The Sara Brandston Group, Inc., where she serves as an enrolled agent. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Helen Beichel is a ChFC® credentialed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2005. She has over 31 years of industry experience and has been affiliated with Cambridge Investment Research, Inc. since 2004. Outside of her advisory role, she serves as president of the Park Place Improvement Block Association and participates in several community and nonprofit organizations in Brooklyn, NY. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and investment strategies.

Alfred Marciano is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 29 years of industry experience. He has been with Cambridge since 2012. Outside of advisory work, he is also an independent insurance agent representing various independent insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, retirement plan advisory, and access to third-party sub-advisers, employing both model-based and individualized investment approaches.

William Carroll is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 21 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2016 and previously spent three years at Cetera Advisor Networks LLC. Outside of his advisory role, Carroll serves as a referee for high school basketball and lacrosse games. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals using various managed account platforms and third-party strategists.

Sue Thompson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Cambridge Investment Research Advisors since 2011 and also works as a real estate agent with Coldwell Banker Realty. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model portfolios and third-party strategists across multiple account platforms.

Henry Jongerling III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Cambridge in 2024, he worked for Lincoln Financial Advisors Corporation for nine years. He is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals utilizing multiple account platforms and a range of investment strategies.

Sean Pearlman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He previously worked at National Securities Corporation for eight years before joining Cambridge in 2021. Outside of advisory work, Pearlman is involved with Premier Tax Planning in Great Neck, NY, where he provides accounting and tax preparation services as a CPA and enrolled agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model portfolios and individualized strategies implemented through multiple custodians.

Russell Rivera is a financial advisor with Cambridge Investment Research Advisors in New York, NY. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Rivera has been with Cambridge since 2013. Outside of his advisory role, he serves as co-chair of the Alpha Epsilon Pi New York City Alumni Association and is a board member of the Alpha Epsilon Pi Foundation, in addition to holding leadership positions in the Manhattan Chamber of Commerce. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary management approaches.

Nicholas Moustakos is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has prior experience at Wealthbridge Financial Group, Equity Services in C, and National Life Group. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates investment management through multiple program strategies and emphasizes tax-efficient implementation, supported by its affiliation with Bank of America and its capital markets platform.

Preston Weaver is a Series 66-credentialed financial advisor with one year of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior work experience at Globus Medical and the University of Virginia Health System. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment strategies.

Angelo Puma is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Cetera Advisors LLC and has a long tenure with Network Agency, where he also serves as president. Outside of his advisory role, he owns and operates tax and accounting service businesses. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers a range of advisory services including financial planning, portfolio management, and retirement plan consulting, utilizing various account platforms and investment strategies.

James Adams is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Transamerica, MFS Advisors, HUB International, and Global Retirement Partners. His current role began in 2024 with Cambridge Investment Research Inc., transitioning to Cambridge Investment Research Advisors in 2025. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent professionals using multiple account platforms and a range of investment strategies.

Jimmy Peters is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 licenses and four years of industry experience. He has worked with Avantax and Primerica in various advisory and insurance roles and is also involved in multiple accounting and tax-related businesses, including serving as president of Lindenhurst CPA PLLC. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals. The firm utilizes model portfolios and third-party strategists and supports discretionary and non-discretionary account management.

Jacqueline Chan is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 17 years of industry experience, including roles at Cambridge Investment Research Advisors, Inc. since 2014 and Ac Financial Advisory since 2008. Outside of her advisory work, she is also an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.

Nicholas Dimitriou is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2007. Outside of his advisory role, he is involved as an independent insurance agent and owns a business providing accounting, bookkeeping, and payroll services. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Francis Consolmagno is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked for Hudson Wealth Management and Cetera Advisors LLC for ten years. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and third-party strategists.

Brian Greenberg is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Cambridge in 2019, he worked at Cetera Advisors LLC from 2013 to 2019. In addition to his advisory role, Greenberg is involved in tax preparation and accounting services through ownership and consulting roles in related businesses. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent Financial Professionals using multiple account platforms and a range of investment strategies.

Abdiel Ellis is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including HUB International Investment Services, Global Retirement Partners, and PNC Capital Advisors. He is also employed by ENOS Consulting Group, Inc. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using a variety of account platforms and third-party strategists.

Caroline Gabay is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. She holds a Series 63 designation and has previously worked at Commonwealth Financial Network and Cetera Advisors LLC. She also operates Pinnacle Planning Group as a DBA. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers a range of advisory services through a large network of independent financial professionals, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Constantine Eleftheriades is a financial advisor at Traphagen Financial Group with three years of industry experience. He holds a Series 65 credential and has worked at Traphagen Investment Advisors LLC since 2021. His prior experience includes roles at Marist College, First Light Home Care, and Glen Rock Schools. Traphagen Investment Advisors LLC offers portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm integrates fundamental and technical analysis, provides discretionary management, and collaborates with credentialed professionals to incorporate tax and accounting considerations into its services.

Barry Durand is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience at Cambridge and previously worked for PricewaterhouseCoopers LLP for 12 years. Outside of his advisory role, he is the founder of a youth hockey organization, Power Play Operations LLC. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and third-party strategists.

Alex Weissman is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. He has 31 years of industry experience, including prior roles at National Securities Corporation and Gilman & Ciocia. Weissman is also involved in tax accounting and independent insurance services through his own business activities in Great Neck, NY. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans via a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary investment approaches.

Steven Milsen is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation. He has been with Cambridge since 2025 and has prior experience working at Baruch College, the College of Staten Island, and the Michael J. Petrides School. Outside of his advisory role, he is employed by Network Agency in Staten Island. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and third-party strategists.

Athanacios Arapidis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Investors Capital Corp. He is also president of TNFAC LLC, a firm providing tax and legal liability services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.