Daniel Gopen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at National Asset Management and National Securities Corporation. Outside of his advisory role, he is involved in tax preparation and accounting services through Premier Tax Planning and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, delivering customized strategies across various platform arrangements and proprietary as well as third-party models.

John Naegele is a CFP® professional with 41 years of experience in the financial services industry. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience including 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 through Premier Tax Planning. 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 a network of independent advisors, utilizing a variety of portfolio management approaches and proprietary as well as third-party model strategies.

Deborah Oconnell is a financial advisor with Cambridge Investment Research Advisors in Great Neck, NY, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior experience includes over three decades at Gilman & Ciocia and roles at National Securities Corporation, National Asset Management, and Premier Tax Planning. In addition to advisory work, she is involved in providing tax preparation and accounting services through Premier Tax Planning and acts as an independent insurance agent at Premier Wealth Planning. 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 a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple platforms and custody arrangements.

Mark Gopen is a financial advisor with Cambridge Investment Research Advisors in Great Neck, NY, holding Series 63 and Series 66 licenses and having 28 years of industry experience. His prior work includes roles at National Securities Corporation and Gilman + Ciocia, Inc. In addition to advisory work, he owns two tax preparation businesses and is involved as an independent insurance agent and mortgage loan originator. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions through independent Financial Professionals, combining proprietary model strategies and third-party managers with multiple custody and platform options.

Philip Weinisch is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 27 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and previously spent eight years at National Asset Management, Inc. and National Securities Corporation. Outside of his advisory role, he is also involved in accounting and tax services through his ownership and partnership in CPA and enrolled agent firms. 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 Financial Professionals, utilizing a range of portfolio management approaches and custody platforms tailored to client objectives.

Sean Pearlman is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation, bringing 19 years of industry experience. His prior experience includes eight years at National Securities Corporation. Outside of advisory work, he is involved with Premier Tax Planning, providing CPA, enrolled agent, tax preparation, and accounting services based in Great Neck, NY. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals utilizing various platform solutions and proprietary as well as third-party model strategies.

Jimmy Peters is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at multiple firms including Avantax and Primerica and maintains leadership roles in several accounting and tax advisory businesses. Peters is president of Lindenhurst CPA PLLC, which provides accounting, bookkeeping, and payroll 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 advisory services through independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Barry Durand is a financial advisor at Cambridge Investment Research Advisors with Series 66 credentials and two years of industry experience. He previously worked at PricewaterhouseCoopers LLP for 12 years and has been involved with Prime Capital Services and Mortgage Line Financial Corp for over 19 and 33 years, respectively. Outside of his advisory role, he is the founder of a youth hockey organization, POWER PLAY OPERATIONS LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through independent Financial Professionals and supports both discretionary and non-discretionary strategies tailored to client objectives.

Alex Weissman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior work includes roles at National Securities Corporation and Gilman & Ciocia. Weissman is also involved in tax and insurance services through his activities with Premier Tax Planning and Premier Wealth Planning in Great Neck, NY. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent financial professionals, utilizing proprietary and third-party strategies across multiple platforms and custody arrangements.