Phoenix, AZ North Central Avenue, 12th Office

Michael Lesniewicz is a financial advisor with Cambridge Investment Research Advisors based in Phoenix, AZ, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Charles Schwab from 2011 to 2020 before joining Cambridge in 2020. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple platform arrangements and a range of discretionary and non-discretionary investment strategies.

Lieng Ouk is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. Their prior roles include positions at Morgan Stanley, Charles Schwab & Co., Inc., and Wells Fargo Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, pension plans, charitable organizations, and estates. The firm provides financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

Harison Sidhu is a CFA® charterholder with 2 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors, having joined the firm in 2025. His prior experience includes roles at BlackRock and Choate Investment Advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through various platforms and combines proprietary models with access to third-party managers.

Israh Gharib is a Series 66 licensed financial advisor with three years of industry experience. They currently work at Cambridge Investment Research Advisors and previously held positions at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Gharib has also been involved with the Morgridge Center for Public Service and the Literacy Network. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering multiple portfolio management strategies and platform options tailored to client objectives.

Valarie Vest is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 66 credentials and 28 years of industry experience. She previously worked at Princor Financial Services Corporation and Principal Life Insurance Company. Outside her advisory role, she is the founder and CEO of an online coaching business. 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 network of independent professionals. The firm offers a range of strategies including proprietary models and access to third-party managers, with customized portfolio implementation across multiple platforms.

Jordan Johnson is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for several years before joining Cambridge Investment Research. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals, utilizing a variety of portfolio management approaches and custody arrangements.

Christopher Czanstke is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior experience includes roles at Fidelity Investments and The Vanguard Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms and both proprietary and third-party model strategies tailored to client objectives.

Fred Drake IV is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Phoenix, AZ, and has five years of industry experience. His prior work history includes roles at Grand Canyon Education and United Parcel Service, as well as experience in digital media with The Vacaville Reporter. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management through a network of independent professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Forrest Holland is a financial advisor with Cambridge Investment Research Advisors based in Phoenix, AZ. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Morgan Stanley and as a self-employed advisor. Outside of his advisory work, he is involved in video game streaming and operates an eBay retail sales business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management options and maintains proprietary models alongside access to external strategists.

Alexis Schumann is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at firms including Ladenburg Thalmann & Co., Inc. and Cadaret Grant & Co., Inc. located in Phoenix, AZ. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment platforms and strategies, including proprietary models and third-party managers, with both discretionary and non-discretionary management tailored to client goals.

Ashish Phansopkar is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Cambridge Investment Research and its affiliates since 2017 and previously worked at Larry K. Fox & Associates. He serves as a board member for RealAsset Advisor. Cambridge Investment Research Advisors is an SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across various platform arrangements.

Matthew Ham is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at OSAIC, SagePoint Financial, and Advisor Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Donald Garduno is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. His prior work includes positions at AssetMark Financial Holdings, GoldBook Financial, Equitable Advisors, Vanguard, and Northwestern Mutual. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementation options, including proprietary model strategies and access to third-party managers, with an emphasis on tailored solutions based on client objectives.

Cameron Hatfield is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and has worked at several firms including Carvana, T3 Trading Group, and Robinhood Markets. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients such as individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, proprietary model strategies, and access to third-party managers, with various business arrangements supporting tailored client solutions.

Ajay Shingala is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Fidelity Investments, Merrill, and Bank of America. Shingala is based in Phoenix, AZ. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a variety of investment solutions and employs both proprietary and third-party strategies, with options for discretionary and non-discretionary management tailored to client objectives.