Great Neck, NY Office

Daniel Gopen is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 15 years of industry experience, previously working at National Asset Management and National Securities Corporation before joining Cambridge in 2021. Outside of his advisory role, he is involved in tax preparation and accounting through Premier Tax Planning and also works as an independent insurance agent. Cambridge Investment Research Advisors serves a wide 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 and provides access to third-party advisers and proprietary model strategies.

John Naegele is a CFP® professional with over 41 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has previous experience at National Securities Corporation and Gilman Ciocia, Inc. Outside of his advisory work, he serves as an enrolled agent providing tax preparation services and is a board member of Cryder Point Owners Corp. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management supported by proprietary model strategies and access to third-party advisers.

Deborah Oconnell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has worked at firms including Gilman & Ciocia, National Securities Corporation, and Premier Tax Planning. In addition to advising, she provides tax preparation and accounting services as a CPA enrolled agent and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Mark Gopen is a financial advisor with Cambridge Investment Research Advisors in Great Neck, NY, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior work includes positions at National Securities Corporation and Gilman + Ciocia, Inc. Outside of advisory services, he is involved in tax preparation through ownership of Premier A&R Tax Inc. and Premier Tax Planning LLC, as well as mortgage loan origination with Quantum Mortgage. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Philip Weinisch is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 27 years of industry experience. He previously worked with National Asset Management, Inc. and National Securities Corporation for eight years. Weinisch is also a CPA and owner of Weinisch & Associates, Inc., and serves as a partner at Weinisch & Levine, LLP. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers various management platforms and proprietary model strategies while working with unaffiliated third-party advisers and sub-advisors.

Sean Pearlman is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 19 years of industry experience. His previous experience includes roles at National Securities Corporation and Asset & Financial Planning, Ltd. Outside of his advisory work, he is involved with Premier Tax Planning, providing CPA and tax preparation services, and serves as an independent insurance agent through Premier Wealth. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies as well as unaffiliated third-party advisers.

Jimmy Peters is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at several firms including Avantax and Primerica, and maintains professional roles in multiple accounting and advisory businesses, including serving as president of Lindenhurst CPA PLLC. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Barry Durand is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 66 designation and has two years of industry experience. Prior to joining Cambridge, he worked at PricewaterhouseCoopers LLP for twelve years. Outside of his advisory role, he is the founder of a youth hockey organization. Cambridge Investment Research Advisors 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 multiple account platforms, utilizes proprietary and third-party model strategies, and manages a multi-billion dollar asset base through thousands of financial professionals.

Alex Weissman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He previously worked at National Securities Corporation and Gilman & Ciocia. Weissman is also involved in tax preparation and insurance services through his business activities at Premier Tax and Wealth Planning in Great Neck, NY. 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. The firm manages a multi-billion dollar asset base and supports discretionary and non-discretionary management with proprietary and third-party strategies.