Mark Marshall is a Series 66 credentialed advisor with 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. Outside of his advisory role, he serves as immediate past president and board member chair of the Mizell Senior Center, a nonprofit organization providing community services such as Meals on Wheels in Palm Springs, CA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using both proprietary models and third-party strategies across multiple custody platforms.

Scott Leverenz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Cambridge since 2001 in various capacities. Outside of his advisory role, Leverenz is involved as an independent insurance agent and is a member of The Society for Financial Awareness. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides diverse investment implementation options through multiple platforms and employs both proprietary and third-party model strategies tailored to client objectives.