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

Matthew B

Series 66, Series 63

Pewee Valley, KY

Cambridge Investment Research Advisors

Matthew Bailey is a financial advisor with Cambridge Investment Research Advisors, holding Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Longroad Wealth Managers and Northwestern Mutual. Outside his advisory work, he has experience managing a family-owned mowing and tree service business. Cambridge Investment Research Advisors is an 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 using a range of portfolio management strategies and platform arrangements.

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

Stan W

Series 63, Series 65

Pewee Valley, KY

Cambridge Investment Research Advisors

Stan Wagner is a financial professional with 26 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He holds the Series 63 and Series 65 credentials and has been with Cambridge since 2016. Wagner has a background that includes long-term work at Bankers Life and Casualty Company and serves as president of a local business networking group. He is also an elder and minister at Lakewood Baptist Church in Louisville, KY. 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 plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

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

Paul F

Series 63, Series 65

Pewee Valley, KY

Cambridge Investment Research Advisors

Paul Fetter Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also serves as president of CTA Services, Inc., a CPA enrolled agent firm providing tax preparation and accounting services. Additionally, he works as an independent insurance agent. 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, delivering solutions tailored to client objectives across multiple platform arrangements.

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

George B

Series 66

Pewee Valley, KY

Cambridge Investment Research Advisors

George Brakmeier IV is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He has been affiliated with Cambridge Investment Research and related entities since 2005. Outside of advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions across multiple platforms, incorporating both proprietary models and outside strategists.

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")