Paola De Aza is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential. She has experience at several firms, including Rogers Wood Hill Starman & Gustason and Advocate Consulting Legal Group PLLC. Based in Naples, FL, she began her tenure with Cambridge Investment Research Advisors in 2026. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals using various portfolio management strategies and custody arrangements.

Lawrence Ragone is a financial advisor at Cambridge Investment Research Advisors with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2004. Ragone is also the principal of Ragone & Associates, operating since 1985, and works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored strategies through multiple platform arrangements and proprietary model strategies under the Founders Gate Capital brand.

Brian Parker is a CFP® with 18 years of industry experience, currently associated with Cambridge Investment Research Advisors. He has held roles at multiple firms including Dempsey Lord Smith, Premium 72 Capital, and Cabot Lodge Securities. Outside of his advisory work, Parker officiates high school football games and wrestling matches. Cambridge Investment Research Advisors serves a broad range of clients, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides tailored investment strategies across multiple custody platforms, including proprietary and third-party model solutions.

Jeffrey Laine is a financial advisor at Cambridge Investment Research Advisors with over 37 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior experience includes long tenures at Commonwealth Financial Group and PFM Funds. Laine is also the president of a local condominium association in Naples, FL. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Todd Kost is a financial advisor with Cambridge Investment Research Advisors based in Naples, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include six years at Thurston Springer before joining Cambridge in 2020. Outside of advisory work, he owns a family farm and is involved in insurance and human resources through Pinnacle Financial Partners. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options and maintains proprietary and third-party model strategies with features such as advisor business relationships and institutional support services.

Rickard Martin is a CFP® professional with 25 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2016 and previously worked at FSC Securities Corporation for ten years. Outside of his advisory role, he is also involved as an independent insurance agent and holds leadership responsibilities in related insurance agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of proprietary and third-party strategies across multiple platform arrangements.

Robert Moskwa is a financial advisor with Cambridge Investment Research Advisors in Naples, FL, holding Series 65 and Series 63 licenses and having 19 years of industry experience. His prior work includes a decade at IBN Financial Services, Inc. and ongoing ownership of M&D Financial Agency, Inc., which operates in the insurance, benefits, and human resources sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Joe Grojean is a financial advisor with Cambridge Investment Research Advisors in Naples, FL, holding the ChFC® and Series 63 credentials. He has 54 years of industry experience, including over 40 years as a self-employed advisor and a decade with Cambridge Investment Research Advisors. Outside of his advisory work, he has engaged in acting and modeling activities. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of implementation options, including proprietary and third-party model strategies, discretionary and non-discretionary management, with various platform arrangements tailored to client objectives.