Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Melissa M
Series 66
Bel Air, MD
Cambridge Investment Research Advisors
Melissa Mullan is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010 and is also associated with Harford Financial Group, where she has served as an independent insurance agent and holds a secretary role. Additionally, she serves on the finance committee of St. Mary of the Assumption Church. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, with features aimed at supporting advisor business relationships and compliance.
Bryan A
Series 66
Bel Air, MD
Cambridge Investment Research Advisors
Bryan Angelilli is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience and a Series 66 designation. He has worked at Cambridge Investment Research since 2023 and has additional experience as an adjunct history professor at Harford Community College, where he has taught since 2010. Angelilli is also involved in coaching youth sports through the Fallston Recreation Council. 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 Financial Professionals, utilizing a range of portfolio management options and proprietary investment models.
Adam F
Series 66
Bel Air, MD
Cambridge Investment Research Advisors
Adam Freeland is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. Outside of his advisory work, he serves as president and independent insurance agent at Harford Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, providing tailored investment solutions across various custody platforms and discretionary options.
Michael C
Series 66
Bel Air, MD
Cambridge Investment Research Advisors
Michael Clayton is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Harford Financial Group and Cambridge Investment Research Inc. Outside of his advisory roles, he serves as a volunteer committee member at Bethlehem Church in Baltimore, MD. 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 both proprietary and third-party model strategies across multiple custody platforms.
Erik K
Series 66
Bel Air, MD
Cambridge Investment Research Advisors
Erik Keller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. Outside of his advisory role, Keller owns Keller Financial Services, LLC, and acts as an expert witness. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals, utilizing a variety of portfolio management approaches and proprietary model strategies.
Bryce H
Series 66
Bel Air, MD
Cambridge Investment Research Advisors
Bryce Harrison is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has eight years of industry experience and has been with Cambridge since 2017. Prior to his advisory career, he spent four years at Botanical Design and seventeen years in full-time education. Harrison is also involved as an independent insurance agent with Harford Financial Group. 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 advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters