Daleville, VA Office

Michael Massey is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and two years of industry experience. Prior to joining Cambridge in 2024, he worked for Kollmorgen/Regal Rexnord and has been a self-employed musician since 2016. He is also involved part-time in the arts and performing arts through a church staff position. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions across multiple platforms, combining proprietary strategies with access to unaffiliated strategists and tailored discretionary or non-discretionary portfolio management.

Jacob Chandler is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Virginia Tech and involvement with the National Republican Senatorial Committee and Land of a Thousand Hills Coffee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals.

Sarah Chandler is an investment advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to her current role, she spent sixteen years at Tomlin Hair Care, Inc. 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 a range of financial planning and investment management services through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Sari Maksad is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential and two years of industry experience. Prior to her advisory roles, she served five years in the United States Marine Corps. Maksad is currently affiliated with multiple related firms including Tactical Global Solutions and Cambridge Investment Research, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions including discretionary and non-discretionary management across multiple platforms, proprietary model strategies, and access to third-party managers.

Kevin Hughes is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has been affiliated with Cambridge Investment Research in various capacities since 2022. Outside of his advisory role, he has been employed at Orchard Hills Church since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management and model-based solutions tailored to client objectives.

Brian Wheeler is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at several firms including Ameritas Investment Corp., Capital Choice Investment Advisers, and currently serves as president of The Emissary Group, a consulting business. Outside of his advisory work, Wheeler founded SMARTPRO FINANCIAL, which focuses on insurance, benefits, and human resources, and sits on the board of XCEL2FITNESS. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of investment platforms and strategies tailored to client objectives.