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

Michael B

CFP®, Series 66

Brattleboro, VT

Ameriprise

Michael Brown is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. Prior to joining Ameriprise in 2026, he worked at MML Investors Services, LLC and MassMutual Life Insurance Co. He also spent seven years at Mountain Sun Community School. In addition to his advisory role, Michael is involved in outside insurance sales focusing on life, disability, long-term care, and fixed annuities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice supported by proprietary research and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Travis S

Series 66

Brattleboro, VT

Ameriprise

Travis Shine is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2004, including both Ameriprise Financial Services, Inc. and Ameriprise. Outside of his advisory work, Shine serves as treasurer for the First Congregational Church of Newfane, is a board member of the Grace Cottage Foundation, and participates on the investment committee for Hilltop Montessori School’s endowment. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Josephine L

Series 66

Brattleboro, VT

Ameriprise

Josephine Leise is a Series 66-licensed financial advisor with Ameriprise Financial Services, LLC, based in Brattleboro, VT. She has four years of industry experience, including prior roles at Equitable Advisors, LLC and independent financial advisory work. Outside of finance, she has been involved with several local businesses, including Hitchcock Brewing Company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a focus on retirement income planning through its Ameriprise Premier Retirement Income service. The firm offers tailored recommendation reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)