Charlotte, NC A 1 S. Sharon Amity Road Office

George Goodman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2023. He previously worked for Lincoln Financial Securities Corporation for 14 years. Goodman is also involved in entrepreneurial and networking activities, including founding a local networking group and serving as president of a business networking organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Denise Rowe is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding the Series 66 designation and seven years of industry experience. Her prior experience includes roles at Lincoln Financial Securities Corporation and Principal Securities Inc., as well as earlier employment outside finance. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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 Financial Professionals using a range of portfolio management strategies tailored to client objectives.

Thomas Curry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Capital Guardian Wealth Management. Outside of his advisory work, he is involved in tax preparation services and serves as an independent insurance agent. 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 a network of independent professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.

Ryan Colatrella is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC. He holds Series 65 and Series 63 credentials and has one year of industry experience. His prior work history includes roles at MML Investors Services, MassMutual Life Insurance, National Life Group, and Ernst & Young LLP. Outside of his advisory role, he is involved with Stone Press Financial Group in an insurance capacity. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management strategies and platform arrangements.

Larry Bowman is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 15 years before joining Cambridge in 2023. Bowman serves as a board member of the Sharon Office Park Owners Association, assisting in decision-making for the office park. Cambridge Investment Research Advisors is an 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 plan advisory services through a network of independent financial professionals, with a range of portfolio management options using both proprietary and third-party strategies.

Kevin Walsh is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He previously worked at Lincoln Financial Securities for 12 years before joining Cambridge in 2023. Walsh is the founder of Ensemble Financial Strategies LLC and Ensemble Tax & Accounting, LLC, and he serves as president of the BNI Charlotte Achievers Chapter. 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 professionals using a range of portfolio management and model-based solutions.

Diane Willis is a CFP® with 26 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include positions at Lincoln Financial Securities Corp and INVEST Financial Corp. She is also involved in divorce planning through her ownership of Wilshire Divorce in Charlotte, NC. 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 provides financial planning, investment management, and retirement plan advisory services through independent financial professionals using a variety of portfolio management approaches and platform arrangements.