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

Gabrielle B

Series 66

Cadillac, MI

Ameriprise

Gabrielle Boyer is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2024. Outside of her advisory role, she manages an advisory business under Boyer Family Holdings. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice based on detailed investment research and tax-aware strategies.

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

Casey B

Series 66

Cadillac, MI

Ameriprise

Casey Boyer is a financial advisor at Ameriprise Financial Services with nine years of industry experience. Prior to joining Ameriprise in 2024, he worked at Edward Jones for seven years and Hunting National Bank for one year. Boyer serves as Vice President on the Board of Directors for Cadillac Area Habitat for Humanity. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning using 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

Amanda T

Series 66

Cadillac, MI

Ameriprise

Amanda Thomas is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at Edward Jones, Horizon Bank, Dollar General, McBain Rural Agricultural School, and Little Blessings. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies. The firm’s approach incorporates internal and third-party research and uses restrictive enrollment criteria based on investable assets, with recommendations influenced by affiliated product offerings.

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 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")