Murrysville, PA Franklintowne Ct Office

Edward Opat is a CFP® professional with 43 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2012. His prior experience includes roles at LPL Financial, Mutual Service Corporation, and FFP Advisory Services Inc. Outside of his advisory work, he serves as secretary for the Franklintowne Court Condo Owners Association. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Alexander Opat is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation. He has one year of industry experience and prior work history includes roles at St. Moritz Security Services and Allied Universal. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple custodial platforms, proprietary model strategies, and third-party advisers.

David Oblock is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Cambridge Investment Research since 2012 and also has a long-standing career as a professional musician. Oblock participates as a board member and officer in several private companies. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors as well as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians to provide both discretionary and non-discretionary management, and it maintains proprietary model strategies under the Founders Gate Capital brand.

Donald Angel is a financial advisor with Cambridge Investment Research Advisors in Murrysville, PA, holding a Series 66 credential and 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2012, and previously held positions at LPL Financial and Mutual Service Corporation. Outside of his advisory role, he serves on the board of management for the Deer Valley YMCA Camp in a volunteer capacity. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management services.

Roy Anderson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at Cambridge since 2012 and previously spent three years with LPL Financial. Outside of advisory work, he owns Roy Anderson Enterprises Inc. and operates as an independent insurance agent. 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 network of thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.