Our team of associates is committed to helping you define your financial goals, identify solutions to meet those goals, and design a plan to achieve financial independence. Our unique team approach surrounds you with professionals, who help you create personal strategies to minimize taxes and achieve your financial dreams.

NOTE: Cambridge is not affiliated with any of the entities listed.

Associate Office Locations

This map is updated regularly. Offices are listed by associate’s last name. To see the full listing, click the icon at the top left, then expand the list of “all items.”

Click on the associate name or the blue pins on the map for specific information.

Maximize the map by clicking at the top right, or zoom into a specific location for a better view.

Meet the Associates

Shane Allen

Shane Allen

Shane Allen
Financial Professional
Harriman Financial
shane@harrimanfinancial.com
Office: 512-918-1900
Direct: 512-365-4848
Location: Cedar Park, Tx
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Carl Alvarez

Carl Alvarez
RICP®
Gateway Financial Advisors
carl.alvarez@gfainvestments.com
Cell: Cell: 623-256-8750
Text: 480-550-9198
Location: Cedar Park, Tx
Website >>

David Anderson

David A. Anderson
Financial Professional
Cambridge Investment Research
David.anderson@cambridgesecure.com
Office: 352-585-9954
Location: Spring Hill, FL

Arturo Benin

Arturo Benin
Registered Representative
Benin Legacy Wealth Management
Office: 510-914-5176
Fax: 510-372-0401
Location:  Hayward, CA

Roland Bergman

Roland Bergman
CFP®, ChFC®, CASL®, AIF®, CLU®
Gateway Financial Advisors, Inc.
roland@gfainvestments.com
Office: 650-743-0225
Direct: 650-743-0225
Location: San Mateo, CA
Website >>

David Bobrowsky

David Bobrowsky
CFP®, ChFC®, CLU®
Gateway Financial Advisors, Inc.
dbobrowsky@gfainvestments.com
Office: 925-322-0799
Direct: 510-928-3286
Location: Walnut Creek, CA
Wes Booker

Wes Booker

Wes Booker
LUTCF
Gateway Financial Advisors, Inc.
Wes Booker Agency Inc.
AR NPN#7470669
wbooker@gfainvestments.com
Office: 870-663-0028
Location: Maumelle, AR

Rickey Bowen

Rickey Bowen, CRPC
Independent Financial Planner
Gateway Financial Advisors, Inc.
rickey.bowen@gfainvestments.com
Office: 408-515-3368
Direct: 408-515-3368
Location: 111 North Market Street
Suite 300
San Jose, CA 95113

August Bugge

August Bugge
Financial Professional
Agape Financial Services
August@agapefs.com
Office: 407-359-2615
Location: Oviedo, FL

Christina Caldwell

Christina Caldwell
Wealth Manager
RiverOak Wealth Managment
ccaldwell@gfainvestments.com
Office: 660-259-2777
Direct: 816-726-5874
Location: Lexington, MO

Mark Cangelose

Mark Cangelose
Financial Professional
Cangelose Financial, LLC
mark@cangelosefinancial.com
Office: 979-703-1836
Locations: College Station, TX &
The Woodlands, TX
Website >>
Nick Cangelose

Nick Cangelose

Nick Cangelose
Financial Professional
Cangelose Financial, LLC
mark@cangelosefinancial.com
Office: 979-703-1836
Locations: College Station, TX &
The Woodlands, TX
Website >>

Phillip Carrell

Phillip Carrell
Financial Professional
JR Canon and Associates
phil@gfainvestments.com
Office: 575-393-4577
Direct: 575-302-1314
Location: Hobbs, NM

Landon Carter

Landon Carter
Financial Professional
Family Legacy Financial
landon@familylegacyfinancial.com
Office: 855-883-3515
Cell: 320-314-4001
Location: Buffalo, MN
Website >>
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Rene-Francois Cervantes

Rene-Francois Cervantes
Financial Professional
Registered Investment Advisors
Cell: 408-799-1847
Location: San Jose, CA

Aprilyn Chavez Geissler

Aprilyn Chavez Geissler LACP
Financial Advisor
Gateway Insurance and Financial Services
aprilyn@gfainvestments.com
Office: 505-585-5595
Direct: 505-503-1772
Location: Albuquerque, NM

David Chow

David Chow

Financial Advisor

David Chow Insurance
Office: 415-333-8699
Location: San Francisco, CA

Azeb Clark

Azeb Clark
Financial Advisor
Investment Advisors
azeb.clark@tanainvestment.com
Office: 415-989-2932
Fax: 415-418-6924
Location: San Francisco, CA
Website >>
Jason Coleman

Jason Coleman

Jason Coleman

Financial Professional

Frank Leonards & Frank, LLC
jcoleman@frankleonardsfrank.com

Office: 856-769-5217
Location: Woodstown, NJ
Jeff Coleman

Jeff Coleman

Jeff Coleman
Financial Professional
Gateway Financial Advisors, Inc.
JColeman@gfainvestments.com
Office: 816-427-7899
Direct: 816-898-7037
Location: Grain Valley, MO

Chad Cooper

Chad Cooper
MBA, Financial Professional.

RICP® Financial Planner

Cooper White and Associates, LLC
chad@gfainvestments.com
Direct: 505-688-4726
Text: 5505-207-0837
Location: Land O’ Lakes, Florida
Website >>
David Cooper

David Cooper

David T. Cooper
Financial Professional
Vision Financial Group
david@visionfinancialva.com
Office: 434-525-2330
Location: Lynchburg, VA
Website >>
Brandon Cox

Brandon Cox

Brandon Cox

Financial Professional

Lakeway Financial Planning

Office: 512-777-4311
Location: Lakeway, TX

Michael Crafts

Michael Crafts

Michael Crafts
Chief Operating Officer
City Centre Insurance
Cell: 541-636-7520
Office: 281-907-8339
Location: Houston, TX
 
Drew Cullum

Drew Cullum

Drew Cullum
CRC, Financial Professional
TREW Benefits, Inc.
dcullum@trewbenefits.com
Office: 505-585-5595
Location: Vernon Hills, IL
Website >>

Ronald DeVos

Ronald DeVos
Financial Professional
Vision Financial Group
ron@visionfinancialva.com
Office: 434-234-0118
Location: Concord, VA
Website >>
John Dolliver

John Dolliver

John Dolliver
Financial Professional
Harriman Financial
johnd@harrimanfinancial.com
Office: 512-918-1900
Location: Cedar Park, TX
Website >>
Jack Dominge

Jack Dominge

Jack Dominge
SNPG
jack@uptrex.com
Office: 650-397-9600
Cell: 650-397-9600
Location: Santa Clara, California

William Dreher

William Dreher
Wealth Advisor
Maclean Financial Group
bill@macleanfinancialgroup.com
Office: 775-329-3041 x113
Location: Reno, NV

Peggy Farnworth

Peggy Farnworth
CPA, CFP, CSA, Boise Retirement Coach
Practical Financial Solutions
Peggy@BoiseRetirementCoach.com
Office:208-343-7777
Fax: 208-343-7773
Location: Boise, ID
Website >>
Ryan Ferguson

Ryan Ferguson

Ryan Ferguson
AIF®
retireSmart
ryan@retireSmartNM.com
Office: 505-835-7600
Direct: 505-835-7600
Location: Albuquerque, NM
Sean M Fitzpatrick

Sean M Fitzpatrick

Sean M Fitzpatrick
CEO/Founder
The Wealth Management Center
sean@thewealthmanagementcenter.com
Office: (805) 730-0505
Location: Westlake Village, CA
Amanda Foster

Amanda Foster

Amanda Foster
CFP®, CRPS®
Practical Financial Solutions
amanda@practical-financial.net
Office: 256-602-1108
Direct: 256-683-4110
Location: Huntsville, AL
Website >>
Fochson Fung

Fochson Fung

Fochson Fung
AIF®
Gateway Financial Advisors, Inc.
fochson@gfainvestments.com
Office: 650-577-5788
Direct: 408-398-8000
Location: San Mateo, CA
Frank Andrew

Andrew Frank

Andrew Frank
Financial Professional
Frank Leonards & Frank,
LLC
afrank@frankleonardsfrank.com
Office: 856-769-5217
Location: Woodstown, NJ
Website >>
Joseph Frank

Joseph Frank

Joseph Frank
Financial Professional
Frank Leonards & Frank,
LLC
jfrank@frankleonardsfrank.com
Office: 856-769-5217
Location: Woodstown, NJ
Website >>

Joseph Gavazza

Joseph Gavazza

CRTP Financial Advisor
Gavazza Wealth Management
Office: 510-812-4739
Text: 415-657-8055
Fax: 866-428-8773
Location: San Francisco, CA

Jeff Gigax

Jeff Gigax
Investment Advisor Representative
Cambridge Investment Research Advisors, Inc.
CA Insurance License 0670964
Office: 415-235-8298
Fax: 888-579-5882
Location: Redwood City, CA

Scott Gill

Scott Gill
CFP®, ChSNC®, Certified Financial Planner, Chartered Special Needs Consultant, Special Needs Planning
Special Needs Planning Group
Scott@snpg.org
Office: 408-850-5105
Location: Santa Clara, CA

Darrell Glaser

David Glaser
Financial Professional
Bar G Financial Services
dglaser@bargfinancial.com
Office: 254-899-2237
Cell: 254-274-2799
Location: Temple, TX

Trevor Glaser

Trevor Glaser
Financial Professional
Bar G Financial Services
trevor.glaser@bargfinancial.com
Office: 254-899-2237
Cell: 254-274-2799
Location: Temple, TX

Ravi Gondipalli

Ravi Gondipalli
Wealth Manager / Financial Advisor
Cambridge Investment Research, Inc.
CA Lic. # 0G20235
ravi@cambridgesecure.com

Phone: 408-733-9386
Fax: 408-733-9387
Location: Sunnyvale, CA
Cameronn Gregory

Cameron Gregory

Cameron Gregory
Financial Professional
Harriman Financial
Cameron@harrimanfinancial.com
Phone: 512-918-1900
Location: Cedar Park, TX

Kassage Guo

Kassage Guo
Wenduo Guo, Financial Advisor, Investment Advisor Representative
GFA Investments
wguo@gfainvestments.com
Phone: 858-282-0897
Fax: 858-367-7328
Location: La Jolla, CA

Blaine Harriman

Blaine Harriman
Financial Professional
Harriman Financial
blaine@harrimanfinancial.com
Office: 512-918-1900
Location: Cedar Park, TX
Website >>
Dan Harriman

Dan Harriman

Dan Harriman
Financial Professional
Harriman Financial
dan@harrimanfinancial.com
Office: 512-918-1900
Location: Cedar Park, TX
Website >>

Julie He

Julie He
Financial Professional
Seabreeze Wealth Advisors
Julie@seabreezewealthadvisors.com
Office: 408-507-9328

Office: 408-872-8860
Location: Saratoga, CA
Hans Heath

Hans Heath

Hans Heath
Founding Partner
Praxis Consulting &  Financial Services
hans@praxiscfs.com
Office: 801-410-0739
Location: Austin, TX

Richard Hern

Richard Hern
CFP, RICP, MBA
Inivas Financial
Rick@inivasfinancial.com
Office: 781-573-3931
Location: Stoughton, MA
Website >>
Lance Hocutt

Lance Hocutt

Lance Hocutt
AIF®CRPC
Gateway Financial Advisors, Inc.
Office: 505-585-5595 Ext 128
Direct: 205-345-9733
Location: Tuscaloosa, AL
Website >>

Stevan Hoffman

Stevan Hoffman
Financial Advisor
Gateway Financial Advisors, LLC
Office: 408-489-0854
Location: Danville, CA

Keith Huber

Keith Huber
President
Huber, Cardono, Moring & Richter, LP
khuber@hcmr.com
Office: 713-626-5800
Location: Houston, TX

James Hunt

James Hunt
Financial Professional
Gateway Financial Advisors, LLC
James.Hunt@gfainvestments.com
Office: 973-714-3508
Location: Bridgewater, NJ
Earl Jewkes

Earl Jewkes

Earl Jewkes
Registered Representative
Gateway Financial Advisors, Inc.
earl@gfainvestments.com
Cell: 919-745-9241
Location: Toquerville, UT

Eric Jones

Eric Jones
Financial Professional
Office: 832-318-8825
Office: 979-703-1836
Cangelose Financial, LLC
eric@cangelosefinancial.com
Locations: College Station, TX & The Woodlands, TX
Website >>
Jack Jones

Jack Jones

Jack Jones
Vision Financial Group
jack@visionfinancialva.com
Office: 434-525-2330
Location: Lynchburg, VA
Website >>

Maxwell Jones

Maxwell Jones
Gateway Financial Advisors, Inc.
maxwell.jones@cambridgesecure.com

Office: 503-558-6454
Direct: 360-258-3420
Location: Riverview Bank, Vancover, Wa.
Personal office: Lake Oswego, OR
Tyler Kadlec

Tyler Kadlec

Tyler Kadlec
Frank Leonards & Frank, LLC
tkadlec@frankleonardsfrank.com

Office: 856-769-5217
Location: Woodstown, PA
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Lawrence (Larry) Keller

Lawrence (Larry) Keller
Registered Representative
Keller Investments
Lynn@monarchfinancialsolutions.com
Office: 805-551-1527

Location: Stockton, CA

Hae Jung Kim

Hae Jung Kim

Hae Jung Kim
AIF®
Gateway Financial Advisors, Inc.
HaeJung@gfainvestments.com
Office: 408-636-3365
Direct: 415-309-6406
Location: Brisbane, CA

Jay Kim

Jay Kim
Wealth Advisor
Gateway Financial Advisors, Inc.
jkim@gfainvestments.com
Office: 916-565-7606
Direct: None
Location: Sacramento, CA
David King

David King

David King
Financial Professional
Gateway Financial Advisors, Inc.
david.king@gfainvestments.com
Office: 225-978-1005
Location: New Orleans, LA
Richard Klenk

Richard Klenk

Richard Klenk
Registered Representative
Kavanah Financial
RKlenk@Kavfin.com
Office: 855-629-2624
Direct: 346-653-1900
Text: 281-310-0202
Location: Houston, Tx
Nico Koop

Nico Koop

Nico Koop
Registered Principal Director of Compliance
Gateway Financial Advisors, Inc.
Nico@gfainvestments.com
Office: 505-585-5595 Ext 118
Direct: 727-421-5484
Location: Clearwater, FL
Soly Kor

Soly Kor

Soly Kor
Financial Advisor
Kor Financial Wellness
Soly@korfinancialwellness.com
Office: 512-777-4312
Location: Austin, TX

Eric Kuhns

Eric Kuhns
Financial Professional
Monarch Financial Solutions
eric@monarchfinancialsolutions.com
Office: 805-386-7470
Location: Arroyo Grande, CA
Website >>
Mike Liu

Mike Liu

Mike Liu
IAR
Gateway Financial Advisors, Inc.
mikel@gfainvestments.com
Office: 408-728-4350
Direct: 650-798-4831
Location: San Jose, CA
Website >>

Todd La Porte

Todd La Porte
CFM Investment Advisor Representative
Gateway Financial Advisors, LLC
tlaporte@gfainvestments.com
Office: 907-538-9850
Location: Bella Vista, AR

Godfrey Leung

Godfrey Leung
Investment Advisor Representative
Cambridge Investment Research Advisors, Inc.
CA Insurance License 0670964
Direct: 415-235-8298
Fax: 888-579-5882
Location: Redwood City, CA
Brian Lombardo

Brian Lombardo

Brian Lombardo
CFP®, CPA
Gateway Financial Advisors, Inc.
blombardo@gfainvestments.com
Office: 408-728-4350
Direct: 408-421-6188
Location: Franklin, TN
Website >>

Jane Louie

Jane Louie
Financial Professional
Gateway Insurance & Financial Services
jlouie@gfainvestments.com
Office: 415-601-6592
Location: San Ramon, CA
Dustin Ma

Dustin Ma

Dustin Ma
Financial Professional
LampPost Planning
dustin@lamppostplanning.com
Office: 510-488-3634
Direct: 510-488-3634
Location: Oakland, CA
Hawley MacLean

Hawley MacLean

Hawley MacLean
LUTCF®, CLTC, CFS
hawley@macleanfinancialgroup.com
Office: 775-329-3041
Direct: 775-742-1999
Location: Reno, NV
Website >>

Amelia Marin

Amelia Marin
Financial Professional
Vision Financial Group
amelia@visionfinancialva.com
Office: 434- 525-2330
Location: Lynchburg, VA
Website >>

Bryan Masten

Bryan Masten
Financial Professional
Global Financial Partners
bmasten@financialpartner.net
Office: 936-294-0201
Location: Huntsville, TX
Website >>
Douglas McAllister

Douglas McAllister

Douglas McAllister
Financial Professional
Gateway Financial Advisors, Inc.
dmcallister@gfainvestments.com
Office: 415-519-1319
Direct: 415-519-1319
Location: San Francisco, CA
David McCamon

David McCaman

David McCaman
CPA, Financial Professional
Gateway Financial Advisors, Inc.
davem@gfainvestments.com
Office: 408-202-1481
Direct: 408-202-1481
Location: San Jose, CA

Michael McNelly

Michael McNelly
Financial Professional
Coastal United Financial
Michael.mcnelly@cambridgesecure.com
Office: 781-308-3136
Location: Quincy, MA
Brian McRae Financial Professional

Brian McRae

Brian McRae
Financial Professional

Gateway Financial Advisors, Inc.

Direct: 914-672-8217
Location: Beverly Hills, CA

Richard Miller

Richard L. Miller

Richard L. Miller
CLU©, ChFC©, CAP©, CASL©, LUTCF
Richard L Miller, LLC
richard@thatrichardmiller.com
Office: 509-902-1850
Direct: 509-910-5000
Location: Yakima, WA
Steve Molinelli

Stephen Molinelli

Stephen Molinelli
Founder, Managing Partner & Sr. Financial Advisor
Main Street Private Advisors
smolinelli@gfainvestments.com
Office: 609-730-4940
Location: Richmond, VA
Connolly Moore

Connolly Moore

Connolly Moore
Financial Representative
Gateway Insurance and Financial Services
Connolly@gfainvestments.com,
Office: 505-585-5595
Direct: 210-317-6135
Location: Albuquerque, NM

David J Murphy

David J Murphy
Financial Professional
Gateway Insurance and Financial Services
davidm@gfainvestments.com,
Office: 505-585-5595
Direct: 505-231-4242
Location: Albuquerque, NM

Iris Nance

Iris Nance
Financial Professional
Iris C Nance Insurance Agency, Inc.
Phone: 757-578-4737
Location:  Virginia Beach, VA 2
Michae Newell

Michael Newell

Michael Newell
Partner
RetireSmart NM
mike@RetireSmartNM.com
Office: 505-835-7600
Direct: 505-835-7600
Location: Albuquerque, NM
Website >>

Dirk Neitzel

Dirk Neitzel
Registered Representative
Gateway Financial Advisors, LLC
Cell: 405-367-9874
Location: Vancouver, WA

Max Nohr

Max Nohr
Nohr Planners
Max@nohrplan.com
Office: 510-888-7171
Location: Castro Valley, CA

Tom Nohr

Tom Nohr

Nohr Planners
Tom@nohrplan.com
Office: 510-888-7171
Cell: 510-427-2828

Location: Castro Valley, CA
Tim Obrien

Tim O'Brien

Tim O’Brien
Registered Principal
Compliance OSJ Designee
Gateway Financial Advisors, Inc.
Tim@gfainvestments.com
Office:  505-585-5595 Ext 118
Direct: 512-846-3220 (No Text)
Direct: 512-489-9926 (Text Only)
Location: Cedar Park, TX
Mike Olff

Michael Olff

Michael Olff
CFP®, CRTP
Gateway Financial Advisors, Inc.
molff@gfainvestments.com
Office: 925-322-8067
Direct: 925-354-7602
Location: Walnut Creek, CA

Esperanza Padilla-Gomez

Esperanza Padilla-Gomez
Financial Professional
Gateway Financial Advisors, Inc.
espi@gfainvestments.com
Office:562-799-5522
Cell: 562-413-3067
Text: 562-655-8061
Fax: 562-799-5501
Location: Seal Beach, CA
Harry Panosian

Harry Panosian

Harry Panosian
CFP®, CDFA®, ChFC®, AIF®
Gateway Financial Advisors, Inc.
harry@GFAinvestments.com
Office: 480-699-1055
Direct: 602-320-1900
Location: Scottsdale, AZ

Mathew Paul

Mathew Paul
Financial Professional
Kavanah Financial
mpaul@kavfin.com
Office: 281-990-6197
Location: Houston, TX

Website >>
Adam

Adam Phillipich

Adam Phillipich
Investment Advisor Representative
C-Phase Financial
adam@cphasefinancial.com
Office: (952) 250-4036
Direct: (952) 250-4036
Location: Eden Prairie, MN
John Pileggi

John Pileggi

John Pileggi
Financial Professional
Pileggi Financial Group
John@pileggifinancial.com
Office: 816-547-6574
Location: Kansas City, MO
Website >>

Jon Pollock

Jon Pollock
Investment Advisor
Morris & Garritano
Phone: (805) 543-6887 x 376
Location: San Luis Obispo, CA
Jennifer Poole

Jennifer Poole

Jennifer Poole

Financial Professional

Pool Financial Group
Jpoole@poolefinancialgrp.com
Office: 256- 442-4388
Location: Rainbow City, AL
Website >>

Dawn Powers

Dawn Powers
Financial Advisor
Powerworks Financial
Office: 951-686-8254
Location: Escondito, CA

Daniel Potter

Daniel Potter

Financial Professional

Potter Financial
dpotter@potterfin.com
Office:713-972-1304
Location: Houston, TX
Website >>

Jody Prevatt

Jody Prevatt
CEO
City Centre Insurance
Jody.prevatt@citycentreinsurance.com
Cell: 713-907-8339
Location: Houston, TX
Kenneth Prodger

Kenneth Prodger

Kenneth Prodger
CFP®, ChFC®, ChSNC®, AIF®
CA Insurance License 0F25151
Office: 408-637-0242
Location: Santa Clara, CA

Kathryn Ragaisis

Kathryn Ragaisis
Associate Wealth Advisor
MacLean Financial Group
kathryn@macleanfinancialgroup.com
Phone: 775-398-4867
Location: Reno, NV

Ronald Rogers

Ronald E. Rogers
RFC
Freedom for Living Financial Services

Ron@freedomforliving.com
Office: 610-477-2900
Location: Easton, PA

Kevin Ryan

Kevin Ryan
Managing Partner & Sr. Financial Advisor
Main Street Private Advisors

kryan@gfainvestments.com
Office: 609-730-4941
Location: Quechee, VT
Art Rossetti

Art Rossetti

Art Rossetti
Insurance Agent
Gateway Insurance Group
art@artrossetti-insurance.com
Office: 209-589-0770
Direct: 209-595-8906
Location: Manteca, CA
Rene

Rene Ruiz

Rene Ruiz
Financial Professional
Nexus Financial Solutions
rene@nexusstrategies.com
Office: 726-234-1621
Location: San Antonio, TX

Xavier Santana

Xavier Santana
Financial Professional
Monarch Financial Solutions
Xavier@monarchfinancialsolutions.com
Office: 805-386-7470
Location: Arroyo Grande, CA
Website >>
Cindy Shi

Cindy Shi

Cindy Shi
CPA
One Stop Financial Services, Inc.
cindyshi@cindyshicpa.com
Office: 408-873-1021
Direct: 408-893-6356
Location: Cupertino, CA

Idolina Shumway

Idolina Shumway
Financial Professional
Shumway Wealth Management
idolina@shumwaywm.com
Office: 214-912-8520
Location: Austin, TX

Marcus Sikors

Marcus Sikors
Managing Director
Manor Ridge Wealth

Brian Smith

Brian Smith
CFP®
Global Financial Partners
bsmith@financialpartner.net
Office: 936-294-0201
Location:  Huntsville, TX
Website >>

Riley Smith

Riley Smith
Financial ProfessionalGlobal Financial Partners
rsmith@financialpartner.net
Office: 936-294-0201

Office: 936.294.0201

Location:  Huntsville, TX
Website >>

Jack Snyder

Jack Snyder
Financial Professional
Gateway Financial Advisors
jacks@gfainvestments.com
Office: 936-294-0201

Office: 707-615-7317

Location: Santa Rosa, CA
Website >>
Jeff Snyder

Jeff Snyder

Jeff Snyder
EVP Business Development & Business
Gateway Insurance Group, INC / Gateway Financial Advisors, LLC

JSnyder@GFAinvestments.com
Office: 505-585-5595 Ext 125

Mobile: 415-310-4131 (Call only)
Fax: 505-828-1233

Location: Albuquerque, NM

Robert Soerens

Robert Soerens
Financial Professional
Gateway Financial Advisors, Cambridge Investment Research
robs@gfainvestments.com
Office: 936-294-0201

Office: 615- 709-8611

Location: Franklin, TN
Marika Somorjai

Marika Somorjai

Marika Somorjai
Financial Professional
Future Legacy
marika@futurelegacy.com
Office: 669-205-7130
Direct: 669-205-7130
Location: San Jose, CA
Website >>

Evan Sowers

Evan Sowers
President and Chief Executive Officer
Riverview Bank
EvanSowers@riverviewbank.com
Office: 360-946-0308
Toll Free: 877-993-5550
Fax: 360-693-7546
Location: Vancouver, WA
Website >>
John Spano

John Spano

John Spano
Financial Professional
Spano Financial
johnspano@harrimanfinancial.com
Office: 512-918-1900
Cell: 512-663-1203
Location: Cedar Park, TX
Website >>

Fred Spicknall

Fred Spicknall
Investment Advisor Representative
Cambridge Investment Research Advisors, Inc.
Phone: 408-971-2060
Location: San Jose, CA
Website >>

Daniel Springer

Daniel Springer
Director, Wealth Planning Team
CMacLean Financial Group
Office: 512-918-1900
Phone: 775-398-4867 X120

Sheryl Stern

Sheryl Stern
Financial Advisor, v
Cambridge Investment Research Advisors, Inc.
Office: 858-764-2466
Fax: 858-724-2791
Location: San Diego, CA
Website >>
Benjamin Stevens

Benjamin Stevens

Benjamin Stevens
Financial Professional
Stevens Financial S Corp
Office: 603-313-5060
Location: Natchitoches, LA
Bradly Stewart

Bradley Stewart

Bradley Stewart
CRPC®, APMA™, Wealth Manager
The DFS Group, LLC
brad@thedfsgroupllc.com
Office: 972-417-2900
Location: Richardson, TX
Website >>
Tollefson Thomas

Thomas Tollefson

Thomas Tollefson
Financial Professional
C-Phase Financial
tom@cphasefinancial.com
Office: 763-482-9171
Direct: 763-482-9171
Location: Eden Prairie, MN

Elliott Treinen

Elliott Treinen
Financial Professional
Gateway Financial Advisors
elliott@gfainvestments.com
Office: 505-585-5595 ext. 128
Location: Albuquerque, NM
Meharena Tukabo

Meharena Tukabo

Meharena Tukabo
Financial Professional
Yikalo Financial Services
maharena@yikalofinancial.com
Office: 713-808-9349
Location: Houston, TX

Brent Ugalde

Brent Ugalde
Financial Professional

Gateway Financial Advisors, Inc
bugalde@gfainvestments.com
Office:  209-551-3051

Location/s: Yerington Ct, Modesto, CA

Anthony Van Gelder

Anthony Van Gelder
CFP®, Managing Partner & Financial Advisor
Van Gelder Financial
Dave Ramsey SmartVestor Pro
tony@vangelderfinancial.com
Office:  470-736-8931
Text:  (404) 854-4746
Website >>
Gail

Gail Van Nest

Gail Van Nest
CFP®, CEPA®, CExP®, ChFc®, RICP®, CLTC®
Bridgepoint Financial
gvannest@bridgepointfinancial.net
Office: 713-586-2502
Direct: 713-304-8773
Fax: 713-255-7895
Location: Edmond, OK
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Kristofer Vanzanten

Kristofer Vanzanten
Financial Professional
LampPost Planning
kristofer@lamppostplanning.com
Office: 510-488-3634
Direct: 510-488-3634
Location: Oakland, CA
Shuai “Sunny” Wang
Financial Professional
Essence Wealth & Insurance Services
Lic#: 0D20072
kristofer@lamppostplanning.com
Mobile: 650-996-0924
Text: 408-688-9287
Location: San Jose, CA
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Brent Ward

Brent Ward

Brent Ward
Financial Professional
Award Financial Group
bward@awardfinancialgroup.com
Office: 916-685-1038
Direct: 916-765-7006
Location: Elk Grove, CA
Website >>
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Bryan Wayt

Bryan Wayt
CFP®, ChFC®, RHU®
Wayt Financial
Phone: 512-366-3672
Fax: 866-941-8553
Location: Austin, TX
Website >>
Sarah Whittaker

Sarah Whittaker

Sarah Whittaker
Financial Professional
Gateway NW Wealth Advisors
sarah@gatewaynw.com
Office: 360-726-2370
Direct: 360-207-2245
Location: Battle Ground, WA
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David Williams

David Williams

David Williams
CFP:LPL Financial Advisor
Office: 707-571-8222
Location: Santa Rosa, CA
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Kent Wise

Kent Wise
Financial Professional
Wise Financial Services
Phone: 504-220-0947
Text: 504-608-5008
Location: Metairie, LA

Andrew Wittich

Andrew Wittich
MBA
Bridgepoint Financial
andy@bridgepointfinancial.net
Office: 832-356-3727
Direct: 713-269-4556
Location: New Orleans, LA