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

Andre M

Series 63, Series 65

Roanoke, VA

Cambridge Investment Research Advisors

Andre Monsour is a financial advisor with Cambridge Investment Research Advisors based in Roanoke, VA. He holds Series 63 and Series 65 licenses and has 46 years of industry experience, including nearly two decades at Cantella & Co., Inc. Outside of his advisory role, he is involved in independent insurance agency work and owns a financial services firm, Monsour Equities, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions including proprietary model strategies and accesses third-party managers, with services tailored to client objectives across multiple custody platforms.

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

Carl C

Series 63, Series 66

Roanoke, VA

Cambridge Investment Research Advisors

Carl Cress III is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for nine years before joining Cambridge in 2016. Cress serves as a board member of Raleigh Court United Methodist Church in Roanoke, VA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals and provides both proprietary and third-party investment strategies across multiple 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")