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

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

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

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

Rickey Bowen
Independent Financial PlannerGateway 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@agapefs.com
Office: 407-359-2615
Location: Oviedo, FL

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

Mark Cangelose
Financial Professional

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

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

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

Jason Coleman
jcoleman@frankleonardsfrank.com
Location: Woodstown, NJ

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
MBA, Financial Professionalchad@gfainvestments.com
Office: 505-585-5595
Direct: 505-688-4726
Location: Land O’ Lakes, Florida

David Cooper
david@visionfinancialva.com
Office: 434-525-2330
Location: Lynchburg, VA

Drew Cullum
dcullum@trewbenefits.com
Office: 505-585-5595
Location: Vernon Hills, IL
Website >>

Ronald DeVos
ron@visionfinancialva.com
Office: 434-234-0118
Location: Concord, VA

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

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

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

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

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

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

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

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

Trevor Glaser
Financial ProfessionalBar G Financial Services
trevor.glaser@bargfinancial.com
Office: 254-899-2237
Location: Temple, TX

Blaine Harriman
Financial Professional
Harriman Financial
blaine@harrimanfinancial.com
Location: Cedar Park, TX
Website >>

Dan Harriman
Harriman Financial
dan@harrimanfinancial.com
Location: Cedar Park, TX
Website >>

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

Richard Hern
Rick@inivasfinancial.com
Office: 781-573-3931
Location: Stoughton, MA
Website >>

Lance Hocutt
Office: 505-585-5595 Ext 128
Direct: 205-345-9733
Location: Tuscaloosa, AL
Website >>

Eric Jones
Financial Professional
Office: 979-703-1836
Cangelose Financial, LLC

Jack Jones
jack@visionfinancialva.com
Office: 503-558-6454
Location: Lynchburg, VA

Maxwell Jones
maxwell.jones@cambridgesecure.com
Office: 503-558-6454
Direct: 360-258-3420
Location: Riverview Bank, Vancover, Wa.
Personal office: Lake Oswego, OR

Tyler Kadlec
tkadlec@frankleonardsfrank.com
Office: 856-769-5217
Location: Woodstown, PA

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

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

Jay Kim
Wealth Advisor Gateway Financial Advisors, Inc.
jkim@gfainvestments.com
Office: 916-565-7606
Location: Sacramento, CA

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

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

Zachary Lemasters
zach@gfainvestments.com
Office: 505-585-5595 ext. 101
Location: Albuquerque, NM

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
Financial ProfessionalGateway Financial Advisors, Inc.
david.king@gfainvestments.com
Office: 225-978-1005
Direct: none
Location: New Orleans, LA

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
jlouie@gfainvestments.com
Office: 415-601-6592
Location: San Ramon, CA

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

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

Amelia Marin
Financial Professional Vision Financial Group
amelia@visionfinancialva.com
Office: 434- 525-2330

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

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
Financial ProfessionalCoastal United Financial
Michael.mcnelly@cambridgesecure.com
Office: 781-308-3136
Location: Quincy, MA

Bud McRae
Financial ProfessionalGateway Financial Advisors, Inc.
Budmcrae@riverviewtrust.com
Direct: 360-759-2439

Brian McRae
Brian McRae
Financial Professional
Direct: 914-672-8217
Location: Beverly Hills, CA

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

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

Max Nohr

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

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

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

Mathew Paul
Financial Professional

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

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@pileggifinancial.com
Office: 816-547-6574
Location: Kansas City, MO
Website >>

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

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

Ronald Rogers
RFCFreedom for Living Financial Services

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

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

Xavier Santana
Xavier@monarchfinancialsolutions.com
Office: 805-386-7470
Location: Arroyo Grande, CA
Website >>

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@shumwaywm.com
Office: 214-912-8520
Location: Austin, TX

Marcus Sikors
Managing DirectorManor Ridge Wealth

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

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

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

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

Elliott Treinen
Financial ProfessionalGateway Financial Advisors
elliott@gfainvestments.com
Office: 505-585-5595 ext. 128

Meharena Tukabo

Brent Ugalde
Brent Ugalde
Financial Professional
bugalde@gfainvestments.com
Office: 209-551-3051
Location/s: Yerington Ct, Modesto, CA

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

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

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