Cambridge Investment Research Advisors

Elanna Gould is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior work includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center. She also maintains an independent insurance agency representing various insurance companies. Cambridge Investment Research Advisors serves a diverse clientele including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and access to third-party sub-advisers through multiple account platforms.

Jacob Williams is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Dublin, Ohio, and has six years of industry experience. He has held roles with Cambridge Investment Research and United Planners' Financial Services of America, and he is also a self-employed musician. Outside of advising, he operates Gilmore Enterprises, Inc., which provides insurance and benefits services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing a variety of investment strategies and platforms tailored to client needs.

David Gabay is a CFP® with 42 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes long tenures at Pinnacle Planning Group and Connecticut General Life Insurance Company, among others. Gabay operates a separate business under the DBA Pinnacle Planning Group. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm provides financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals using various account platforms and investment strategies.

Nathan Pinzon is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Thrivent Financial, New York Life, and several firms outside the financial sector. He is also the owner of Lakewood Private Capital LLC, a separate business venture based in Dallas, TX. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services with a variety of account platforms and investment strategies.

Thomas Sullivan IV is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2024. He has five years of industry experience, including prior roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory work, he is active as an independent insurance agent for various agencies. Cambridge Investment Research Advisors serves a diverse range of clients, including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals.

Garrett Futch is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He has no prior industry experience and joined Cambridge in 2026. His work history includes roles outside the financial industry at companies such as Lowe's, Dooley's, and Gordon State College. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios and third-party strategists across multiple custodians.

Brad Croall is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, including prior roles at Manulife Asset Management and John Hancock. Outside of his advisory work, Croall serves as Executive Director of the Quincy Retirement Board and owns Forepoint Retirement. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a variety of investment strategies implemented through major custodians.

Michael Ament is a financial advisor with Cambridge Investment Research Advisors. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. His prior work includes roles at H. Beck, Inc. and various entities within the Cambridge and Cetera networks. He is also a W2 employee involved with TAG Advisors. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent Financial Professionals using multiple account platforms and a range of investment strategies.

Eric Sechman is a CFP® professional affiliated with Cambridge Investment Research Advisors, with 18 years of industry experience. He previously worked at Parkland Securities, LLC for nine years before joining Cambridge in 2023. Outside of his advisory role, he serves as a committee member for the Ayer+Devens Resolution Committee and the Town of Ayer Finance Committee, and owns Sechman Financial Services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers through multiple account platforms and a large network of independent financial professionals.

Ross Pfeifer is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, he is an independent insurance agent with Lee Camene Insurance Agency. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services delivered through a large network of independent financial professionals using various account platforms and investment strategies.

Mark Cangelose is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and with its affiliated broker-dealer since 2015. Outside of his advisory role, he serves as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a wide network of independent financial professionals, offering financial planning, portfolio management, and retirement plan advisory services with customizable investment strategies.

Lauren Jarrell is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has three years of industry experience and previously worked at Institutional Securities Corp for five years. Outside of her advisory role, she is involved with Lauren Jaclyn Desemar, LLC, an entrepreneurial venture she has maintained since 2021. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party sub-advisers to implement both discretionary and non-discretionary investment strategies.

Dan Trinter is a ChFC® credentialed financial advisor with 39 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Nationwide Securities LLC and Nationwide Financial. Outside of his advisory role, he operates Trinter Consulting and is involved in insurance, benefits, and human resources activities. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers across multiple account platforms.

Brendan Mc Ginn is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and one year of industry experience. His prior work includes roles at United States Liability Insurance and positions in education at the University of Scranton and St Joseph's Prep. He is a member of the Chester County Chamber of Business and Industry. Cambridge Investment Research Advisors, Inc. serves a broad range of clients including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, retirement plan advisory, and access to third-party sub-advisers, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Bryan Trugman is a CFP® with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2014. He is the managing partner of Attitude Financial Advisors, Inc. and serves as an independent insurance agent. Additionally, he holds a condo board member position in Long Beach, NY. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party sub-advisers.