Austin, TX Office

Idolina Shumway is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding Series 63 and Series 65 licenses and 44 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2014 and operates Shumway Wealth Management, which she founded in 2012. Shumway also maintains a role as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves individual and institutional clients, including 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 through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Peter Dollive is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 41 years of industry experience, including longstanding roles at Cambridge-affiliated firms since 1996. Outside of his advisory work, he serves as Treasurer of the Shanti Children’s Foundation. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through various platforms and model strategies.

David Davis is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at FSC Securities Corp and H. Beck, Inc. Outside of advising, he teaches Brazilian Jiu Jitsu classes in Austin, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, 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 and offers proprietary model strategies alongside access to third-party advisers.

West Jackson is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 66 credentials. Jackson has been with the firm since 2026 and has prior experience working in the fitness industry, including roles at Lifetime Fitness and The Perfect Workout. Cambridge Investment Research Advisors serves a diverse 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 through various platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Durward Mullen is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 66 designations and bringing 57 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2016 and has prior experience with InNet Financial Group and Transamerica Financial Advisors. Outside of advising, he is involved in several business activities, including serving as a principal of Lower Healthcare Cost LP, a company providing healthcare solutions for large 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 large network of financial professionals and multiple platform options.