Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Brian C

Series 66

East Windsor, CT

Cambridge Investment Research Advisors

Brian Cassidy is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 27 years of industry experience, including previous work at Tower Square Securities, Inc. Outside of his advisory role, he is involved as a silent partner in a child care service center and has ownership interests related to real estate and business operations connected to that center. Cambridge Investment Research Advisors serves a diverse client base comprising individual and institutional investors, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides various management platforms and proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Timothy R

Series 66

East Windsor, CT

Cambridge Investment Research Advisors

Timothy Reynolds is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2010 and is also affiliated with Viola Chrabaszc Reynolds and Co., LLC since 1977. Outside of his advisory role, Reynolds serves as a member of the board of directors for Peoples Bank and is an elected selectman for the town of Suffield, CT. He is also a partner at Fiondella, Milone & LaSaracina LLP, providing tax preparation and accounting services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Thomas V

Series 66

East Windsor, CT

Cambridge Investment Research Advisors

Thomas Vinson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. He has been with Cambridge Investment Research in various capacities since 2019 and has experience outside the financial industry through his ownership of Sunshine Kleen Coin Laundry. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

James G

Series 63, Series 65

East Windsor, CT

Cambridge Investment Research Advisors

James Galloway is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Cambridge since 2020 and also has a background in education with roles at Enfield and Plainville Public Schools. Outside of his advisory work, he is involved with the Northern Connecticut Lacrosse organization as an owner and serves on the Somers Board of Education and the Northern Connecticut Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Daniel K

Series 66

East Windsor, CT

Cambridge Investment Research Advisors

Daniel Kelly is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 30 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2012, following prior roles at Walnut Street Securities and Tower Square Securities. Outside of advising, he is also active as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages assets across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
Warmer team member

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)