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

Paul M

Series 63, Series 65

Portland, ME

Cambridge Investment Research Advisors

Paul Mckenney is a financial advisor with Cambridge Investment Research Advisors in Portland, ME, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has served with the US Army Reserves for 13 years and has operated McKenney Financial Group since 2008. Outside of advising, he teaches as an adjunct professor at the University of Pennsylvania Law School, serves as president of a homeowners association, is an author, and holds a board position with the Pine Tree Council Boy Scouts of America. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension 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 approaches 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

Elizabeth M

Series 63, Series 66

Portland, ME

Cambridge Investment Research Advisors

Elizabeth Mckenney is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Cambridge Investment Research Advisors since 2007 and at McKenney Financial Group since 2008, where she serves as Vice President and board member. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes 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, using a variety of portfolio management strategies and custody platforms.

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")