Grant Merideth is a financial advisor at Cambridge Investment Research Advisors holding a Series 66 designation. Although new to the industry with less than one year of experience, his prior roles include positions in banking and education, as well as managing a cabin rental business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals utilizing a variety of portfolio management and model-based solutions.

Michael Newton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Investment Planners, Inc. for 24 years before joining Cambridge in 2024. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a variety of implementation options through proprietary and third-party strategies, with advisory services tailored to client objectives across multiple platform arrangements.

James Salchli is a financial advisor at Cambridge Investment Research Advisors with a Series 66 credential. He has been in the industry since 2023, including roles at Newton Financial Group and Cambridge Investment Research, Inc. Outside of advising, he has experience working at Crosswinds Golf Course. Cambridge Investment Research Advisors serves a diverse client base through independent Financial Professionals, offering financial planning, investment management, retirement plan advisory, and financial wellness services. The firm provides a range of investment solutions, including proprietary and third-party strategies, across multiple custody and platform arrangements tailored to client objectives.