Harrisburg, PA Linglestown Rd Office

William Fogarty is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Vanguard Group and Mid Penn Bank. His background also includes experience in the entertainment industry and self-employment. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides multi-platform account implementation alongside proprietary and third-party investment strategies.

Scott Derr is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Cambridge in 2010, he worked at VOYA Financial Advisors and Locust Street Securities. He serves as an arbitrator for FINRA Dispute Resolution and is a board member for Presbyterian Senior Living and PHI Investment Management Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Alan Mc Culley is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA, holding Series 65 and Series 63 credentials and 26 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc. and ECON Wealth Management. He is also involved with Comprehensive Financial Associates as an Investment Advisor Representative focusing on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers access to multiple platforms and custodians, supports both discretionary and non-discretionary management, and maintains proprietary model strategies under the Founders Gate Capital brand.

Joseph Cooper is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research since 2010 and previously worked at VOYA Financial Advisors from 2006 to 2009. Outside of his advisory work, he serves as the general manager for the Mechanicsburg Midget Football Association, a nonprofit organization supporting youth football. 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 supports discretionary and non-discretionary management through various platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Donald Healey is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2018. Prior to this, he spent 23 years at Signator Investors, Inc. Healey is also a board member of the Bridgeport Condominium Association and serves on the finance council for the Roman Catholic Diocese of Harrisburg. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to both individual and institutional clients, including pension and charitable organizations. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

William Boehm is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research Advisors since 2021, following eight years at MML Investors Services and Mass Mutual Life Insurance Company. 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 through multiple platforms and custodians.

Thomas Renko is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA, holding a Series 66 designation and 11 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and Cambridge Investment Research, Inc. since 2014. Outside of his advisory work, he serves as a soccer coach and girls director of coaching for local clubs in Mechanicsburg, PA. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension 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 under the Founders Gate Capital brand.

Matthew Frey is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metlife Securities, Massachusetts Mutual Life Insurance Company, and Ocean Thermal Energy Corporation. Outside of his advisory role, he has worked as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves individual and institutional clients by providing 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 offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Eric Pettis is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cambridge in 2010, Pettis was associated with New England Life. He serves on the board of directors for Harrisburg Academy. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to various platforms and third-party advisers while maintaining proprietary model strategies.

Christopher Hoover is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with four years of industry experience. Prior to his current role, he was involved for over 30 years with Angelo's Soccer Corner. He also works as an independent insurance agent representing various insurance companies. 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 through a large network of financial professionals.

Daniel Brixius is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and possessing 26 years of industry experience. His prior roles include positions at VOYA Financial Advisors, Inc. and Locust Street Securities, Inc. In addition to advisory work, he coaches sport and fitness activities at Elizabethtown College. Cambridge Investment Research Advisors serves both 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 various management approaches and provides access to proprietary model strategies and unaffiliated third-party advisers.

Ellis Grossnickle is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and previously worked at Voya Financial Advisors. Outside of his advisory role, he serves as Treasurer for the Dwight D. Eisenhower Society, a volunteer position in Gettysburg, PA. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management styles and platforms, offers access to third-party advisers, and maintains proprietary model strategies under the Founders Gate Capital brand.