Michael Atnip is affiliated with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has worked as a CPA since 2008 and operates his own insurance and CPA practices. His advisory experience includes roles at Harpeth Investment Partners and Cambridge Investment Research. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm utilizes various portfolio management and investment platforms, combining proprietary and third-party strategies tailored to client goals.

Wade Mcminn Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 37 years of industry experience, including 15 years with Cambridge. Outside of his advisory role, he owns a retail business specializing in antiques. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using multiple custody platforms and a variety of discretionary and non-discretionary strategies.

Michael Dunn is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company from 2005 to 2016. Outside of his advisory role, Dunn coaches for Nashville Catholic Athletics. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charities, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a range of portfolio management approaches and platform arrangements.

Stephen Moser is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding a Series 66 designation and 10 years of industry experience. He previously worked at MassMutual Investors Services and Massachusetts Mutual Life Insurance Co before joining Cambridge in 2019. Moser is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers a range of investment management and financial planning services, utilizing multiple custody platforms and both proprietary and unaffiliated strategies tailored to client objectives.

James Hinson Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory work, he serves on the boards of St. Henry School, Seven Hills Swim and Tennis Club, and Green Hills Girls Softball League in Nashville. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through its network of independent financial professionals, utilizing proprietary models and third-party strategies across multiple custodial platforms.

Thomas Bateman III is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment implementation options across various custodial platforms, including proprietary models and access to third-party strategists.

Anthony Youssefi is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge-affiliated firms since 2016. Prior to that, he worked at MML Investor Services and MassMutual Life Insurance Company from 2009 to 2016. Outside of his advisory role, Youssefi is an independent insurance agent and a member of multiple investment-related LLCs. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm employs a range of investment strategies through independent Financial Professionals and offers both discretionary and non-discretionary portfolio management across multiple platform arrangements.

John Wooten is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior work includes roles at Marcum Benefit, Principal Life Insurance Company, Northstar Wealth Management, and Princor Financial Services Corporation. In addition to his advisory duties, he is an independent insurance agent and has involvement in student loan referral services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, offering multiple custodial platforms and both proprietary and unaffiliated investment strategies.

Charles Estes is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds a Series 63 designation and has been with Cambridge since 2011. Outside of his advisory role, Estes is involved as a volunteer with the Nashville Alzheimer’s Golf Classic and serves as a board member for the Pat Summitt Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, employing a range of portfolio management strategies across multiple platform arrangements.