Germantown, TN Office

Cheryl Kelley is a CFP®-certified financial advisor with 30 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2005 and has been associated with related entities including Pathway Financial Services, Inc. in Germantown, TN, where she is a significant owner. In addition to her advisory role, she is an independent insurance agent focusing on fixed annuity, health, life, and long-term care products. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm supports independent Financial Professionals with various portfolio management options, proprietary and unaffiliated model strategies, and multiple custody and platform arrangements.

Colin Miller is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Cambridge Investment Research Advisors. He has worked with Cambridge Investment Research, Inc. and Red Oak Capital Managers since 2007. Outside of his advisory role, Miller serves as Camp Commander for the Robert E. Lee Camp #1640 of the Sons of Confederate Veterans, a historical-focused civic group in Germantown, Tennessee. 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 financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management options and proprietary and third-party investment strategies.

Matthew Bailey is a financial advisor with Cambridge Investment Research Advisors in Germantown, TN, holding a Series 66 designation and 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and is also associated with Pathway Financial Services, Inc., which he owns. Outside of his advisory roles, he serves as president of the Washington Square Condo Association in Memphis and as secretary/treasurer of the Germantown Baptist Church Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent Financial Professionals using various portfolio management and model-based solutions.