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

David Anderson

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

David Beltran

David Beltran
Financial Professional
Gateway Financial Advisors, Inc.
david@gfainvestments.com
Office: 650-425-3665
Direct: 650-425-3665
Location: San Mateo, 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 >>

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 >>

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
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

Chad Cooper
MBA, Financial Professional
chad@gfainvestments.com
Office: 505-585-5595
Direct: 505-688-4726
Location: Land O’ Lakes, Florida
David Cooper

David Cooper

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

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

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 >>
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 >>

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: 503-558-6454
Location: Lynchburg, VA

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

Lynn Kaloian

Lynn Kaloian
Financial Professional
Monarch Financial Solutions
Lynn@monarchfinancialsolutions.com
Office: 805-386-7470
Location: Arroyo Grande, 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
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

Eric Kuhns

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

Zachary Lemasters

Zachary Lemasters
Gateway Financial Advisor’s, Inc
zach@gfainvestments.com
Office:  505-585-5595 ext. 101
Location: Albuquerque, NM
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 >>
David King

David King

David King
Financial Professional
Gateway Financial Advisors, Inc.
david.king@gfainvestments.com
Office: 225-978-1005
Direct: none
Location: New Orleans, LA
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
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
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
Placeholder Headshot

Bud McRae

Bud McRae
Financial Professional
Gateway Financial Advisors, Inc.
Budmcrae@riverviewtrust.com
Direct: 360-759-2439
Location: Vancover, WA
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
Michae Newell

Michael Newell

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

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
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 >>
Sean Pettengill

Sean Pettengill

Sean Pettengill
Financial Professional
Pettengill Financial Services, LLC
seanpettengill@cambridgeresource.com
Office: 413-532-8800
Direct: none
Location: South Hadley, MA
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 >>

Jennifer Poole

Jennifer Poole
Financial Professional
Pool Financial Group
Jpoole@poolefinancialgrp.com
Office: 256- 442-4388
Location: Rainbow City, AL

Website >>

Daniel Potter

Daniel Potter

Financial Professional

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

Ronald Rogers

Ronald E. Rogers
RFC
Freedom for Living Financial Services

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

Idoliina Shumway

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

Marcus Sikors

Marcus Sikors
Managing Director
Manor Ridge Wealth

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 >>
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 >>
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

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
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 >>
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
Website >>
David Williams

David Williams

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

Andrew Wittich

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