Dallas, TX Office

Nathan Pinzon is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Thrivent Financial, New York Life, and Neiman Marcus. Outside of his advisory work, he is the owner of Lakewood Private Capital LLC and also works as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

David Nieswiadomy is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding a Series 66 credential and 10 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously at Transamerica Financial Advisors, Inc. from 2015 to 2017. Outside of advising, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies and platforms, combining proprietary models with access to unaffiliated strategists, and offers both discretionary and non-discretionary portfolio management through a network of independent financial professionals.

Satyaprasad Chakravarthy is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding Series 63 and Series 66 designations. He has 10 years of industry experience, including prior roles at Voya Financial Advisors and continued involvement with Oklahoma State University. In addition to his advisory work, he is engaged in consulting and coaching through Pariveda. Cambridge Investment Research Advisors serves a diverse client base that includes 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, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Sharon Stark is a ChFC® credentialed financial advisor with 23 years of industry experience. She is currently with Cambridge Investment Research Advisors and has previously worked at United Planners Financial Services, Signator Investors, Inc., and Transamerica Financial Advisors. Sharon is also the author of the book "Your Retirement GPS" and is involved in educating and speaking on retirement planning topics. Cambridge Investment Research Advisors is a large 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 advisors, utilizing a range of portfolio management strategies and platforms tailored to client objectives.

Christopher Jeffers is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding the ChFC® designation along with Series 63 and 65 licenses. He has 31 years of industry experience and has been with Cambridge Investment Research Advisors since 2014. In addition to his advisory role, he operates 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 plan advisory services through a network of independent financial professionals, employing a variety of portfolio management strategies across multiple platform arrangements.

Hans Heath is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Cambridge and its affiliated firms since 2018 and was previously with MML Investors Services and MassMutual Life Insurance Company. Outside of advising, Heath is involved in business consulting and works as a music instructor and performer. Cambridge Investment Research Advisors is a large SEC-registered adviser 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, utilizing both proprietary and third-party strategies with multiple custodial platforms and tailored discretionary or non-discretionary approaches.

Ross Morgan is a CFP® certificant with 24 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2012. He holds Series 66 registration and is based in Dallas, TX. Outside of his advisory role, he serves as Treasurer for the Highland Park High School Boys Cross Country Booster Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using multiple platform arrangements and model strategies.