Paola De Aza is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and over eight years of industry experience. Her previous roles include positions at Rogers Wood Hill Starman & Gustason and Advocate Consulting Legal Group PLLC. Cambridge Investment Research Advisors serves a diverse client base that includes individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies and third-party advisers.

Lawrence Ragone is a financial advisor with Cambridge Investment Research Advisors in Naples, FL, holding Series 63 and Series 65 designations and possessing 49 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2005 and has maintained his own practice, Ragone & Associates, since 1985. He is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, 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 multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Brian Parker is a CFP® professional with 18 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at several firms including Morgan Stanley and multiple entities under Cambridge Investment Research since 2025. Outside of financial advising, he officiates high school football games and wrestling matches. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management and delivers account implementation across multiple platforms and custodians.

Jeffrey Laine is a financial advisor with Cambridge Investment Research Advisors, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, with prior roles at PFM Funds and Commonwealth Financial Group. Laine also serves as president of a condominium association in Naples, FL. Cambridge Investment Research Advisors serves both individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and third-party sub-advisors, alongside proprietary model strategies under the Founders Gate Capital brand.

Todd Kost is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 registrations and possessing 25 years of industry experience. His prior work includes roles at Thurston Springer and Private Client Services, LLC. Outside of his advisory work, he owns a family farm in Indiana and runs a marketing business. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Rickard Martin is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. since 2016 and previously held positions at FSC Securities Corporation, LPL Financial, and Osaic FA, Inc. Martin is also an independent insurance agent and president of RSM Advisors Inc. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Robert Moskwa is a financial advisor with Cambridge Investment Research Advisors in Naples, FL. He holds Series 65 and Series 63 designations and has 19 years of industry experience. Prior to his current role, he spent ten years at IBN Financial Services, Inc. He is also the owner of M&D Financial Agency, Inc., which operates in insurance and benefits. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through various platforms and third-party advisers.

John Kirwan Jr. is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds a Series 66 registration and has worked at firms including Cambridge Investment Research, Cuso Financial Services, Empower Associated Services, and Morgan Stanley. 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. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Joe Grojean is a ChFC® with 54 years of experience in the financial industry. He has been affiliated with Cambridge Investment Research Advisors since 2016 and has also maintained a self-employed advisory practice since 1982. Outside of his advisory work, he has involvement in acting and modeling. 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 supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.