Brently Klontz is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. He previously worked at Next Financial Group Inc before joining Cambridge in 2017. Outside of advising, he is involved as a pickleball coach and player. Cambridge Investment Research Advisors serves a diverse client base including individuals, 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 across multiple platforms and offers affiliated model strategies through its Founders Gate Capital brand.

Thomas Sattler is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 66 designation and has been associated with Cambridge Investment Research in various capacities since 2023. His prior experience includes roles at My One Retirement and BYU Idaho. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension 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 through multiple platforms and proprietary model strategies.

William Goodman is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Morgan Stanley and Citigroup Global Markets. Alongside his advisory work, he is an independent insurance agent with Prizm Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies through its Founders Gate Capital brand.

Kimberly Molter is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2021. Prior to that, she spent seven years at Edward Jones. Outside of her advisory role, Molter is the owner of Modern Legacy Advisors LLC and serves as a marketing presenter for SmartVestor. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, 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, provides access to third-party advisers, and maintains proprietary model strategies under the Founders Gate Capital brand.

Hannah Dabbs Mendoza is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Cambridge Investment Research, Inc., Twenty-First Century Group, Inc., and involvement with Arizona State University and the Arizona State Senate. Mendoza is also the owner of Work Life Planners, a separate business based in Mesa, AZ. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers a variety of account platforms and proprietary model strategies.

Zachary Makawi is a CFP®-certified financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, bringing 13 years of industry experience. Prior to joining Cambridge in 2019, he worked at Next Financial Group Inc for six years. He serves as a board member for the Paradise Parrot Rescue nonprofit. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

Nestor Montoya is a CFP® and ChFC® with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors, where he has worked since 2016. Prior to this, he spent a decade at TIAA-CREF from 2005 to 2015. Montoya is also the owner of Nestor Montoya Wealth Management, LLC, a separate wealth management practice based in Tempe, AZ. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including 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 with multiple platform options and proprietary model strategies.

Joseph Cooper is a CFP® professional with five years of industry experience, currently serving at Cambridge Investment Research Advisors. His work history includes roles at Cambridge Investment Research Inc. and a variety of positions outside the financial services industry. Cooper is involved with COOPER FAMILY WEALTH LLC and SUMMIT FINANCIAL SOLUTIONS as advisory roles with limited monthly hours. 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 network of thousands of financial professionals. The firm provides both discretionary and non-discretionary management, proprietary model strategies, and access to third-party advisers across multiple platforms.

Jack Patterson is a CFP® professional with four years of industry experience currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Dimensional Fund Advisors and Northwestern Mutual Wealth Management Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals managing a multi-billion dollar asset base.