Charlotte, NC A 1 S. Sharon Amity Road Office

George Goodman is a CFP® with 18 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Lincoln Financial Securities Corporation and Edward Jones. Goodman is also the founder of a networking group and serves as the president of a local BNI chapter. He owns several real estate-related entities and operates an accounting and bookkeeping service. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management across multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

Denise Rowe is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC. She holds a Series 66 designation and has seven years of industry experience. Prior to joining Cambridge, she worked at Lincoln Financial Securities Corporation and Principal Securities INC. Denise also worked for Ceridian Inc. for nine years in technology services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Thomas Curry is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Lincoln Financial Securities Corporation and Capital Guardian Wealth Management. Beyond his advisory work, Curry is involved in family investment partnerships and owns a tax services business. Cambridge Investment Research Advisors serves a diverse client base that includes individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Ryan Colatrella is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and one year of industry experience. His background includes roles at firms such as Ernst & Young LLP and KPMG LLP, as well as involvement in investment-related and insurance activities through Stone Press Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms and proprietary model strategies.

Larry Bowman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to his current role since 2023, he spent 15 years at Lincoln Financial Securities Corporation. He is also involved as a board member with the Sharon Office Park Owners Association, assisting in decision-making for the office park. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple platforms and proprietary model strategies under the Founders Gate Capital brand while supporting both discretionary and non-discretionary management.

Kevin Walsh is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Lincoln Financial Securities for 12 years before joining Cambridge in 2023. In addition to his advisory role, he founded Ensemble Financial Strategies, a firm specializing in insurance and benefits, and serves as President of the BNI Charlotte Achievers Chapter. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offering access to multiple platforms, third-party advisers, and proprietary model strategies.

Diane Willis is a CFP® professional with 26 years of industry experience, currently with Cambridge Investment Research Advisors. Her prior experience includes roles at Lincoln Financial Securities Corp, INVEST Financial Corp, Woodbury Financial Services, and Merrill. She is also the owner of Wilshire Divorce, a business focused on divorce planning. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.