Sarasota, FL Office

Joseph Topolski is a financial advisor with Cambridge Investment Research Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior experience includes roles at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns Fraser Financial Partner, operating as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

John Hance is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009, and previously worked at The Capital Advisory Group Advisory Services, LLC and Investors Capital Corp. In addition to his advisory role, he operates Hance Financial LLC as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, 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 maintains proprietary investment strategies under the Founders Gate Capital brand.

Mark Fantasia is a financial advisor at Cambridge Investment Research Advisors with 28 years of experience in the industry. He holds Series 63 and Series 65 licenses and has worked with several firms including Workers Credit Union and CUSO Financial Services. Fantasia also operates Mark Fantasia Wealth Management, where he serves as an insurance agent and investment adviser representative. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Kenneth Reitz is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Cambridge in various capacities since 2012. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple account platforms and proprietary model strategies through a broad network of financial professionals.

H Mclaughlin is a financial advisor with Cambridge Investment Research Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining Cambridge in 2023, Mclaughlin worked at Credit Suisse First Boston for 20 years and held various roles at Ameritas and Mass Mutual. Outside of advising, Mclaughlin is owner of Mclaughlin Financial LLC, which focuses on insurance and benefits. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, ongoing investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.