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

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

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: Sunnyvale, CA
Independent Financial Planner Gateway Financial Advisors, Inc.
rickey.bowen@gfainvestments.com
Office: 408-515-3368
Direct: 408-515-3368
Location: Sunnyvale, CA

Kevin A. Brown
Kevin A. Brown
CLU®, ChFC® kbrown@gatewayfinancialadvisors.com
Office: 505-369-1224
Direct: 505-238-9440
Location: Albuquerque, NM
Website >>
CLU®, ChFC® kbrown@gatewayfinancialadvisors.com
Office: 505-369-1224
Direct: 505-238-9440
Location: Albuquerque, NM
Website >>

Robert Burke
Robert Burke
Financial Professional bob.burke@cambridgesecure.com
Office: 585-381-1868
Direct: 585-415-2269
Location: Brentwood, TN
Financial Professional bob.burke@cambridgesecure.com
Office: 585-381-1868
Direct: 585-415-2269
Location: Brentwood, TN

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

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

Evan Cole
Evan Cole
Financial Professional, RFC, AIF® Gateway Financial Advisors, Inc.
Evan@GFAinvestments.com
Office: 505-585-5595
Direct: 916-792-1050
Location: Albuquerque, NM
Financial Professional, RFC, AIF® Gateway Financial Advisors, Inc.
Evan@GFAinvestments.com
Office: 505-585-5595
Direct: 916-792-1050
Location: Albuquerque, NM

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
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 chad@gfainvestments.com
Office: 505-585-5595
Direct: 505-688-4726
Location: Albuquerque, NM
MBA, Financial Professional chad@gfainvestments.com
Office: 505-585-5595
Direct: 505-688-4726
Location: Albuquerque, NM

Kathryn Duclo
Kathryn Duclo
LUTCF® Gateway Financial Advisors, Inc.
kduclo@kathrynduclo.com
Office: 209-825-8088
Direct: 209-612-7733
Location: Manteca, CA
Website >>
LUTCF® Gateway Financial Advisors, Inc.
kduclo@kathrynduclo.com
Office: 209-825-8088
Direct: 209-612-7733
Location: Manteca, CA
Website >>

Jeff Farley
Jeff Farley
CFP®, AIF® The Solutions Group
jfarley@gfainvestments.com
Office: 713-899-7955
Direct: 713-899-7955
Location: Katy, TX
CFP®, AIF® The Solutions Group
jfarley@gfainvestments.com
Office: 713-899-7955
Direct: 713-899-7955
Location: Katy, TX

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

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

Aprilyn Chavez Geissler
Aprilyn Chavez Geissler
Registered Representative Gateway Insurance and Financial Services
aprilyn@gfainvestments.com
Office: 505-585-5595
Direct: 505-270-9727
Location: Albuquerque, NM
Registered Representative Gateway Insurance and Financial Services
aprilyn@gfainvestments.com
Office: 505-585-5595
Direct: 505-270-9727
Location: Albuquerque, NM

Kevin Grady
Kevin Grady
CLU®, ChFC®, CFP® Grady Financial Network, LLC
kevin@gradyfn.com
Office: 509-315-4326
Direct: 509-954-6448
Location: Spokane Valley, WA
CLU®, ChFC®, CFP® Grady Financial Network, LLC
kevin@gradyfn.com
Office: 509-315-4326
Direct: 509-954-6448
Location: Spokane Valley, WA

Mary Hanson
Mary Hanson
CFP® Horizon Wealth Solutions
MaryH@hwsfinancial.com
Office: 925-309-4284 x101
Direct: 925-785-1415
Location: Pleasant Hill, CA
Website >>
CFP® Horizon Wealth Solutions
MaryH@hwsfinancial.com
Office: 925-309-4284 x101
Direct: 925-785-1415
Location: Pleasant Hill, CA
Website >>

Julie Ping He
Julie Ping He
CFP® Gateway Financial Advisors, Inc.
jhe@gfainvestments.com
Office: 408-507-9328
Direct: 408-507-9328
Location: San Jose, CA
CFP® Gateway Financial Advisors, Inc.
jhe@gfainvestments.com
Office: 408-507-9328
Direct: 408-507-9328
Location: San Jose, CA

Hans Heath
Hans Heath
Founding Partner H&T Capital Advisors /
LGBT Financial
hans@htcag.com
H&T Office: 801-845-9339
LGBT Office: 801-791-5666
Location: Salt Lake City, UT
Founding Partner H&T Capital Advisors /
LGBT Financial
hans@htcag.com
H&T Office: 801-845-9339
LGBT Office: 801-791-5666
Location: Salt Lake City, UT

Joseph Hurley
Joseph Hurley
AIF® Gateway NW
jhurley@gatewaynw.com
Office: 306-723-5090
Direct: 360-910-0832
Location: Battle Ground, WA
AIF® Gateway NW
jhurley@gatewaynw.com
Office: 306-723-5090
Direct: 360-910-0832
Location: Battle Ground, WA

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

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

Heide Lee
Heide Lee
PhD, ChFC®, CLU® heidelee@hlee1financial.com
Office: 617-876-7068
Direct: 617-682-8868
Location: Cambridge, MA
PhD, ChFC®, CLU® heidelee@hlee1financial.com
Office: 617-876-7068
Direct: 617-682-8868
Location: Cambridge, MA

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

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

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

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

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

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

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

Robert Miller
Robert Miller
Financial Professional Gateway Financial Advisors, Inc.
rmiller@gfainvestments.com
Office: 925-548-2832
Direct: 925-548-2832
Location: Dublin, CA
Financial Professional Gateway Financial Advisors, Inc.
rmiller@gfainvestments.com
Office: 925-548-2832
Direct: 925-548-2832
Location: Dublin, CA

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

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

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

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

Marli Raney
Marli Raney
Financial Professional Contemporary Benefits, LLC
marli@contemporarybenefitsllc.com
Office: 575-769-3965 x105
Direct: 575-693-9408
Location: Clovis, NM
Website >>
Financial Professional Contemporary Benefits, LLC
marli@contemporarybenefitsllc.com
Office: 575-769-3965 x105
Direct: 575-693-9408
Location: Clovis, NM
Website >>

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

Rene Ruiz
Rene Ruiz
Financial Professional Nexus Financial Solutions
rene@nexusfinancialsolutions.com
Office: 210-621-7652
Location: San Antonio, TX
Financial Professional Nexus Financial Solutions
rene@nexusfinancialsolutions.com
Office: 210-621-7652
Location: San Antonio, TX

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

Larry Sidney
Larry Sidney
Wealth Advisor MacLean Financial Group
larry@macleanfinancialgroup.com
Office: 775-329-3041 x108
Direct: 775-204-1171
Location: Reno, NV
Website >>
Wealth Advisor MacLean Financial Group
larry@macleanfinancialgroup.com
Office: 775-329-3041 x108
Direct: 775-204-1171
Location: Reno, NV
Website >>

Marcus Sikors
Marcus Sikors
Managing Director Manor Ridge Wealth
marcus@manorwealth.com
Office: 310-773-3963
Direct: 310-413-8119
Location: Beverly Hills, CA
Website >>
Managing Director Manor Ridge Wealth
marcus@manorwealth.com
Office: 310-773-3963
Direct: 310-413-8119
Location: Beverly Hills, CA
Website >>

Craig Snavley
Craig Snavley
ChFC®, CLU®,CASL®, RICP® Snavely Financial Group
craig@snavelyfinancialgroup.com
Office: 314-416-2607
Direct: 314-651-7432
Location: St. Louis, MO
Website >>
ChFC®, CLU®,CASL®, RICP® Snavely Financial Group
craig@snavelyfinancialgroup.com
Office: 314-416-2607
Direct: 314-651-7432
Location: St. Louis, MO
Website >>

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

Kimberlie Sonnenberg
Kimberlie Sonnenberg
CRPC® Sonnenberg Financial Services
Kimberlie@SonnenbergFS.com
Office: 208-325-1828
Direct: 619-889-7855
Location: San Diego, CA
Website >>
CRPC® Sonnenberg Financial Services
Kimberlie@SonnenbergFS.com
Office: 208-325-1828
Direct: 619-889-7855
Location: San Diego, CA
Website >>

Vickie Steimle
Vickie Steimle
Financial Professional Gateway Financial Advisors, Inc.
vickie@gfainvestments.com
Office: 636-244-1433
Direct: 314-610-6556
Location: St. Peters, MO
Financial Professional Gateway Financial Advisors, Inc.
vickie@gfainvestments.com
Office: 636-244-1433
Direct: 314-610-6556
Location: St. Peters, MO

Ryan Taylor
Ryan Taylor
Wealth Management Specialist H&T Capital Advisors /
LGBT Financial
ryan@htcag.com
H&T Office: 801-845-9339
LGBT Office: 435-760-4158
Location: Salt Lake City, UT
Wealth Management Specialist H&T Capital Advisors /
LGBT Financial
ryan@htcag.com
H&T Office: 801-845-9339
LGBT Office: 435-760-4158
Location: Salt Lake City, UT

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

Gail Van Nest
Gail Van Nest
CFP®, ChFc, CLTC, RICP Bridgepoint Financial
gvannest@bridgepointfinancial.net
Office: 713-586-2502
Direct: 713-304-8773
Location: Houston, TX
CFP®, ChFc, CLTC, RICP Bridgepoint Financial
gvannest@bridgepointfinancial.net
Office: 713-586-2502
Direct: 713-304-8773
Location: Houston, TX

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

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

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

Gary Wood
Gary Wood
LUTCF®, AAMS Wood & Associates, Inc.
gw@woodandassociates.com
Office: 702-562-9663
Direct: 702-480-7150
Location: Las Vegas, NV
LUTCF®, AAMS Wood & Associates, Inc.
gw@woodandassociates.com
Office: 702-562-9663
Direct: 702-480-7150
Location: Las Vegas, NV