The Villages, FL Office

Richard Ness is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He previously worked at Thrivent Investment Management before joining Cambridge in 2015. In addition to his advisory role, Ness operates as an independent insurance agent through RJN Financial Solutions. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals managing a multi-billion dollar asset base.

David Nesbitt is a financial advisor at Cambridge Investment Research Advisors with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cambridge Investment Research and LPL Financial in prior roles. Outside of his advisory work, he serves as a volunteer treasurer for a community club. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Robert Coffin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior positions include roles at Lincoln Financial Securities Corporation and LPL Financial. He is also the owner of Coffin Wealth Management, a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers various account platforms and proprietary model strategies.

Donald Burklo is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Outside of his advisory role, he operates Bauer & Burklo Enterprises and has been an independent insurance agent since 2005. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies through multiple platforms and custodians.

Amy Posch is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with Cambridge Investment Research and its affiliated firms since 2020 and previously operated a business under AlphaGraphics Savannah for ten years. Outside of her advisory role, she is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Duwayne Boettcher is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and possessing 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at SII Investments and Kernel Software Inc. Outside of his advisory role, he has been involved with Center Stage for over 20 years. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers various management platforms and proprietary model strategies under the Founders Gate Capital brand.