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

Gloria D

ChFC®, Series 63, Series 65

Houston, TX

Cambridge Investment Research Advisors

Gloria Dowiak is a ChFC® credentialed financial advisor with Cambridge Investment Research Advisors in Houston, TX, with 23 years of industry experience. She has been with Cambridge since 2013 and also holds Series 63 and Series 65 licenses. Dowiak serves as a board member of the Huntington Village Community Association in Houston. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, with investment strategies ranging from proprietary models to third-party solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Spencer M

Series 63, Series 65

Houston, TX

Cambridge Investment Research Advisors

Spencer Murchison is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Cambridge since 2011. In addition to his advisory role, he operates Synergy Wealth Management as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary models and third-party strategies, and supports both discretionary and non-discretionary portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Michael S

Series 63

Houston, TX

Cambridge Investment Research Advisors

Michael Stockman is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Cambridge Investment Research since 2013. Outside of his advisory role, he is active as a real estate agent with multiple firms in the Houston area. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various platform arrangements and proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

John V

Series 63, Series 65

Houston, TX

Cambridge Investment Research Advisors

John Varick is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cambridge since 2013. Outside of his advisory work, he volunteers annually at the Houston Livestock Show and Rodeo. Cambridge Investment Research Advisors serves a diverse client base that includes 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 strategies and platforms tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

John F

ChFC®, Series 63, Series 65

Houston, TX

Cambridge Investment Research Advisors

John Fry is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including seven years at Oppenheimer prior to joining Cambridge in 2016. In addition to his advisory role, Fry serves as an independent insurance agent specializing in health and life insurance and is involved with Synergy Wealth Management in a marketing and agent capacity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, institutions, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored strategies across multiple platforms with both proprietary and third-party model options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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 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")