Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Nicholas P
Series 66
Florence, MA
Cambridge Investment Research Advisors
Nicholas Paine is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Florence, MA. He has prior experience at Streetlight Financial and UMassFive College Credit Union. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.
Mark V
Series 63, Series 65
Florence, MA
Cambridge Investment Research Advisors
Mark Vaclavicek is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cambridge since 2018. Outside of his advisory role, Vaclavicek serves on the boards of regional agricultural and civic organizations and is involved with a community-focused nonprofit foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a range of portfolio management strategies and platform options.
Aaron S
Series 63, Series 65
Florence, MA
Cambridge Investment Research Advisors
Aaron Smith is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 16 years of industry experience, including prior roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory work, Smith serves as president of the Streetlight Financial Foundation, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.
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 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”)
Finding advisors...
Find a financial advisor
Based on your filters