Houston, TX S. Dairy Ashford Rd Office

Raymond Mastroleo Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Cantella & Co Inc for over 16 years before joining Cambridge in 2022. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Adam Brand is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds Series 66 and Series 63 registrations and has previously worked at Centrica and Cardtronics PLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Mark Edelman is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Cantella & Co Inc for 15 years. Outside of his advisory role, he is the president of Mark Edelman Interests, Inc., a pass-through entity. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Jeffery Van Wart Jr. is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at King Capital Advisors, Brady Machine Works, and Hammer Trading. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals.

Robert Rao is a financial advisor with Cambridge Investment Research Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior experience includes roles at Cantella & Co., Inc., Edward Jones, and Merrill. Outside of his advisory work, he is also active as a tennis coach. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm provides both discretionary and non-discretionary management and offers proprietary model strategies under the Founders Gate Capital brand.

Mark Menard is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Merrill and Bank of America, spanning nearly three decades combined. Menard also serves as Vice President at King Capital Advisors, Inc., an additional business activity outside his primary advisory role. 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 manages assets through multiple platforms and custodians, offering both discretionary and non-discretionary management alongside proprietary and third-party model strategies.

Jeffery Vanwart Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked extensively within Cambridge and Cantella & Co Inc, with over 20 years of combined tenure at these firms. Vanwart also serves as president of King Capital Advisors Inc. and is a director at Integrity Bank, SSB. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, 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 and offers proprietary model strategies under the Founders Gate Capital brand.