Mauldin, SC Office

Angel Ramirez Vazquez is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Michelin North America for 14 years. He also operated Ramirez Financial Coach from 2020 to 2023. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent professionals. The firm offers a variety of investment approaches and platform options, including proprietary model strategies and access to third-party managers.

Trevor Rasmussen is an advisor at Cambridge Investment Research Advisors with a Series 66 credential. He has recently started his career in financial advisory, having joined the firm in 2026. Prior to this, he worked at Techtronic Industries, Inc. and has additional experience coaching and consulting outside of his advisory role. He also works as an Uber/Lyft driver. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a large network of independent Financial Professionals, offering both proprietary and third-party investment strategies across various platform arrangements.

Joseph Macias is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 designation and four years of industry experience. His work history includes roles at Cambridge Investment Research Advisors, Shellpoint Mortgage Servicing, and Turnkey Financial. He also operates an independent insurance agency and provides bookkeeping and payroll services through TurnKey Financial. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary and third-party strategies, with both discretionary and non-discretionary management options.

Thomas Pugh is a financial advisor with Cambridge Investment Research Advisors in Mauldin, SC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Cambridge Investment Research Advisors and Ameritas Investment Corp, among other firms. Outside of advising, he serves as the music director at Immanuel Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

John Wyatt is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and two years of industry experience. Before joining Cambridge, he spent twelve years at SC Tool Service Inc., a manufacturing business. He also serves as treasurer and volunteer for Trail Life USA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple portfolio management platforms and both proprietary and third-party strategies.