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 L

Series 63, Series 66

Framingham, MA

LPL Financial

Matthew Little is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 34 years of industry experience. His career includes roles at Cetera, Cetera Advisors LLC, Investors Capital Corp., and B.B. Graham & Company. He is also an insurance agent selling life, health, annuities, and long-term care products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Vincent G

Series 63, Series 65

Framingham, MA

LPL Financial

Vincent Grimaldi is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior roles include positions at Cetera Advisors LLC, Citizens Securities, Santander Securities, and Investors Capital Corp. In addition to his advisory work, he serves as an insurance agent selling life, health, annuities, and long-term care products, and is a vice president and financial advisor at Northeast Investment Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar
firm logo

David H

Series 63, Series 65

Framingham, MA

LPL Financial

David Harding is a financial advisor at LPL Financial with 29 years of industry experience. His prior roles include positions at Cetera, Northeast Investment Advisors, B.B. Graham & Company, First MidAmerica Investment Corporation, Banc of America Investment Services, and Quick & Reilly. Harding is registered with Series 63 and Series 65 designations and is also involved with Northeast Investment Advisors in an investment and insurance capacity. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Timothy K

Series 63, Series 65

Framingham, MA

LPL Financial

Timothy Keane is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, having worked at firms including Cetera, Investors Capital Corp., and B.B. Graham & Company. In addition to his advisory work, Keane manages a fixed insurance business offering life, health, disability, annuities, and long-term care products, and serves as managing partner of Northeast Investment Advisors LLC, a financial services firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Jason L

Series 63, Series 65

Framingham, MA

LPL Financial

Jason Longtin is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera and Northeast Investment Advisors, where he has served since 2001. Outside of advising, he co-owns a t-shirt production and sales business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and other entities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar
firm logo

David M

Series 63, Series 65

Framingham, MA

LPL Financial

David Meek is a financial advisor at LPL Financial in Framingham, MA, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera and CCO Investment Services Corp. Meek operates a DBA for insurance and financial services through Northeast Investment Advisors and is also active as an insurance agent selling life, annuities, and long-term care products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with portfolio management supported by internal research, third-party subadvisors, and technology-enhanced strategies.

College savings (529s, UTMA, etc.)
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")