Tempe, AZ W Warner Road Office

Brently Klontz is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked with Cambridge Investment Research Advisors since 2017, following five years at Next Financial Group Inc. Outside of his advisory role, Klontz is involved as a pickleball coach and player in Tempe, AZ. 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 advisory services through a network of independent professionals, employing both proprietary and third-party investment strategies tailored to client objectives.

Thomas Sattler is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ. He holds the Series 66 designation and has been with Cambridge since 2023. His prior experience includes various roles at My One Retirement, BYU Idaho, and other companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

William Goodman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Goodman is also active as an independent insurance agent through Prizm Wealth Management LLC. 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. The firm provides a range of investment solutions through a network of independent professionals, utilizing both proprietary and third-party model strategies with options for discretionary and non-discretionary management.

Kimberly Molter is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. She previously worked at Edward Jones from 2014 to 2021 before joining Cambridge Investment Research Advisors. Outside of her advisory role, she is also a notary and owner of Modern Legacy Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through independent Financial Professionals. The firm offers a range of portfolio management options and maintains proprietary and third-party model strategies tailored to client objectives.

Hannah Dabbs Mendoza is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Cambridge Investment Research, Inc. and Twenty-First Century Group, Inc., as well as time as a self-employed advisor. She is the owner of Work Life Planners, an outside business activity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements.

Zachary Makawi is a CFP® professional with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2019. He previously worked at Next Financial Group Inc from 2013 to 2019. Outside of his advisory role, Makawi serves on the board of Paradise Parrot Rescue, a nonprofit organization. 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 financial professionals. The firm offers a range of portfolio management solutions, including proprietary model strategies and access to third-party managers, with services tailored to client objectives across various custody platforms.

Nestor Montoya is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and possessing 27 years of industry experience. He has been with Cambridge Investment Research and its affiliated advisor entity since 2016. Montoya is also the owner of Nestor Montoya Wealth Management, LLC, a business through which he provides wealth management services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across various net-worth levels, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals using multiple custody and platform options, proprietary and third-party model strategies, and both discretionary and non-discretionary approaches.

Joseph Cooper is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Tempe, AZ. His background includes roles at Cambridge Investment Research Inc. and several positions outside finance, including work at Tommy Bahama and Jimmy John's Franchise. He is involved in COOPER FAMILY WEALTH LLC and SUMMIT FINANCIAL SOLUTIONS as part of his other business activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody platforms and a variety of discretionary and non-discretionary strategies.

Jack Patterson is a CFP®-designated financial advisor at Cambridge Investment Research Advisors with four years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Northwestern Mutual Wealth Management Company. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors and high-net-worth clients to pension plans and charitable organizations. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, with strategies delivered through independent Financial Professionals using both proprietary and third-party models.