Weston Marshall is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at the Tennessee Valley Authority and Covenant College. Outside of finance, he has experience with Woodside Farm Creamery and involvement with the US Soccer Federation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management options and emphasizes both proprietary and third-party strategies with various custody arrangements.

Michael Vereen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 27 years of industry experience. Prior to joining Cambridge in 2020, he worked with MML Investor Services Inc. and MassMutual Life Insurance Company for 11 years. He is active in several nonprofit and ministry boards, including Marketlife Ministries and New Orleans Baptist Theological Seminary. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers customized investment strategies across multiple platforms with both proprietary and third-party model options.