Zachary Van De Yacht is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and having six years of industry experience. His prior work includes roles at Baird, William Blair, Russell Investments, and ZS RFI Ventures, LLC. He is also an owner of a real estate venture in Bradenton, FL. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm utilizes multiple platforms and proprietary model strategies while providing both discretionary and non-discretionary management services.

Jessica Chou is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds a Series 66 designation and has worked at several firms including SmartPro Financial and My Echelon, Inc. Prior to her advisory roles, she was involved with the UCSB Multicultural Center. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and offers various account platforms, proprietary model strategies, and access to third-party advisers.

Richard Godfrey is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 30 years of industry experience. His previous roles include positions at Cambridge Investment Research, Inc., Capital Choice Financial Services, Manatee River Financial, Ameritas Investment Corp, and CCF Investments, Inc. He is also an independent insurance agent and serves as a member of the SmartVestor Council. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians, and it maintains proprietary model strategies under the Founders Gate Capital brand.

Karissa Favazza is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and beginning her industry experience in 2022. Her prior roles include positions at SmartPro Financial and LeadCoverage. Cambridge Investment Research Advisors serves both individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Taylor Alt is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and three years of industry experience. Prior to joining Cambridge in 2023, Taylor worked at SmartPro Financial and MoneyShow/Investment Seminars, Inc., and has experience in entrepreneurial ventures through Double Stag, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms.

Chadd Brown is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He has one year of industry experience and has also worked with Lexington Cutter, Inc. for 15 years. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians and features proprietary model strategies under the Founders Gate Capital brand.

Silvia Marceleno is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 65 designation and previously worked independently as well as in healthcare-related roles. Additionally, she is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple custodial platforms.

Richard Godfrey II is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 14 years of industry experience and has worked with multiple firms including Ameritas Investment Corp and Capital Choice Financial Services. Godfrey is also a member of the SmartVestor Council through Ramsey Solutions. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

James Gleichowski is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He has one year of experience in the financial industry and concurrently works at CSL Behring in healthcare, where he has been employed since 2012. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.

Kimberly Turner is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She holds a Series 65 designation and has worked at several firms, including SmartPro Financial and Certinia, Inc. Outside of her advisory role, she is engaged as an advisory representative of an RIA. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Juan Limon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with firms including Capital Choice Financial Services and Ameritas Investment Corp. Outside of his advisory role, he is also a musician. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, supporting both discretionary and non-discretionary management with proprietary model strategies under the Founders Gate Capital brand.

Karissa Campbell is a CFP®-designated financial advisor with six years of industry experience, currently serving clients at Cambridge Investment Research Advisors. Prior to her advisory role, she worked for seven years at the Sarasota Herald Tribune. Outside of her financial advisory work, she is involved in yoga instruction through her business, Karissa Karma Yoga, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides services through multiple platforms and custodians.

Donald Paxton is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, and has two years of industry experience. His prior work includes positions at Citrin Cooperman and Company LLP, Hard Rock Digital, Kreischer Miller, and Marcum LLP. He is also involved with Smart Pro Financial in Bradenton, where he engages in trading activities. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through various platforms and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Joshua Fitzmorris is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Ramsey Solutions for seven years and briefly operated a catering business. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies and various account platforms.

Samuel Uribe Palacios is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He has one year of industry experience. Prior to his current role, he worked in education and construction sectors. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

Cheryl Maddox is a CFP® professional with eight years of experience, currently with Cambridge Investment Research Advisors. She has worked with Cambridge since 2018 and has additional experience in behavioral health and eldercare counseling. Maddox serves as a service director and pastor at Forward Church in Tampa, FL. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Jesse Shaw is a CFP® and CFA® with 11 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors, where he has worked since 2017. Prior to this, he was self-employed and held a position at David Vaughan Investments, LLC. Outside of his advisory role, Shaw is also an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Cynthia Robertson is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Travel Team USA and the Manatee County School Board. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable clients, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Joel Sims is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Truist Investment Services Inc. and Truist Advisory Services Inc., among other firms. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Cornelius Vaughan IV is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and six years of industry experience. Prior to his current advisory role, he served for 26 years with the City of Pembroke Pines Police Department. He is also the owner of CJV4 Solutions, where he works as an executive coach and consultant trainer. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Joshiwa Graham is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Cambridge Investment Research, Inc. Prior to entering the financial sector, he worked in the automotive repair industry. Graham also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals.

Michael Stone is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL. He holds Series 65 and Series 63 licenses and has six years of industry experience, all with Cambridge since 2020. Outside of his advisory role, he has worked in retail sales at Best Buy since 2015. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Joanne Hale is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, holding Series 63 and Series 65 credentials and six years of industry experience. She served in the United States Air Force for 21 years before beginning her financial services career. Outside of advising, she is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Rhyanna Broomfield Gilman is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, bringing two years of industry experience. Prior to joining Cambridge, she worked with SmartPro Financial and has a varied background including roles outside finance. Cambridge Investment Research Advisors serves individual and institutional clients with services such as financial planning, investment management, and retirement-plan advisory. The firm offers a range of platforms and proprietary model strategies to support discretionary and non-discretionary management.

Landis Limon is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation. Prior to his advisory role, he attended William Peace University and worked briefly at IMG Academy and other positions unrelated to finance. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and custodians and provides both discretionary and non-discretionary management options.