FAIRFIELD, IA – May 2, 2025 — Cambridge Investment Research, Inc. (“Cambridge”), a leading independent financial solutions firm serving more than 3,800 advisors nationwide, congratulates Nick Cantrell of Green Future Wealth Management, Chad Cooper of Gateway Financial Advisors, Greg Raines of TAG Advisors, and Susan Sukys of Mosaic Financial Group on being named finalists in the 2025 InvestmentNews Awards. Cantrell (Advisor of the Year – ESG/Responsible Investing), Cooper (DEI Trailblazer), Raines (CEO of the Year), and Sukys (Advisor of the Year – Midwest Region) were selected as finalists in a year that saw a record number of entries. Winners will be chosen by an independent judging panel and announced during an InvestmentNews awards ceremony on June 24 in New York City.

Cantrell is the Founder of Green Future Wealth Management in Massachusetts, where he supports clients with complex retirement income planning and helps them align their financial planning around socially responsible and values-based investments. He and his team work with clients to integrate government pensions and Social Security plans with invested assets to maximize income, tax efficiency, and legacy benefits.

Cooper is an advisor at Gateway Financial Advisors and has served in prominent roles such as President of NAIFA’s New Mexico Chapter, Chairman of the Black Chamber of Commerce of New Mexico, and President of the University of New Mexico Alumni Association. Now in Florida, he continues his advocacy through work with NAIFA Florida, the Central Florida Urban League Borad of Directors, and the Wesley Chapel Rotary Club. He also co-hosts the ‘Financial Hellness’ podcast, where he explores the connection between mental and financial health.

Raines is the CEO of TAG Advisors in Glen Allen, Virginia. With more than 30 years of experience in the financial services industry, his leadership has been a driving force behind the firm’s growth and success. Under his direction, TAG has expanded to more than 400 advisors managing over $17 billion in client assets. In 2023, the firm surpassed a major milestone by crossing the $100 million revenue mark. The momentum continued into 2024, when TAG set a new recruiting record by adding 67 advisors representing $18.7 million in aggregate revenue.

Sukys is the founder of Mosaic Financial Group in Mount Vernon, Ohio. Outside of her role serving clients and driving growth at her firm, she is an active member of Cambridge’s Community of Women Advisory Board, where she contributes to advancing initiatives that support, mentor, and empower women in financial services. Sukys holds several industry licenses and credentials, including the CERTIFIED FINANCIAL PLANNER^™ (CFP^®) designation.

A complete list of finalists in all categories is available here.

About InvestmentNews

InvestmentNews is a leading source for news, analysis and information essential to the financial advisory community. Since 1998, the publication has educated, informed, and engaged financial advisors across the country using its weekly newspaper, website, newsletters, research, events, social media, videos and webcasts. InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisors to serve their clients and run their businesses more effectively.

About Cambridge

Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Learn more at JoinCambridge.com.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080

InvestmentNews Awards ESG/Responsible Investing Advisor the Year 2025 Excellence Awardee (Finalist) recognizes an advisor who has displayed excellence over the previous year in socially responsible investments. The winner is nominated and judged based upon knowledge of ESG/Responsible investing strategies, client relationship strategies, and client education. Excellence Awardees announced on April 29, 2025, and winners will be announced on June 24, 2025. This award is not based on investment performance. For more information, please see https://investmentnewsawards.com/

InvestmentNews Awards DEI Trailblazer of the Year 2025 Excellence Awardee (Finalist) recognizes the individual who has shown a meaningful commitment and impact on diversity in financial services. Nominations can be made by any wealth management professional or organization and is determined by the InvestmentNews Awards team. Excellence Awardees announced on April 29, 2025, and winners will be announced on June 24, 2025. For more information, please see https://investmentnewsawards.com/

InvestmentNews Awards CEO of the Year 2025 Excellence Awardee (Finalist) recognizes the individual who has demonstrated exceptional leadership over the past 12 months. Nominations can be made by any wealth management professional or organization and is determined by the InvestmentNews Awards team. Excellence Awardees announced on April 29, 2025, and winners will be announced on June 24, 2025. For more information, please see https://investmentnewsawards.com/

InvestmentNews Advisor the Year (Regional - Midwest) 2025 Excellence Awardee (Finalist) recognizes the most outstanding advisors in specified regions. The winner is publicly or self nominated and then judged based upon business development methods, knowledge of investment strategies, client relationship and retention methodology, client education, and community involvement. Excellence Awardees announced on April 29, 2025, and winners will be announced on June 24, 2025. This award is not based on investment performance. For more information, please see https://investmentnewsawards.com/