Chatanooga, TN Office

Weston Marshall is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has been with Cambridge since 2025 and previously worked at the Tennessee Valley Authority and Covenant College. Outside of finance, he was involved with the US Soccer Federation from 2017 to 2021. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary and third-party investment strategies tailored to client objectives.

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.