Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Joseph M
Series 66
Cincinnati, OH
Ameriprise
Joseph Miller is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and 29 years of industry experience. His prior work includes roles at The Huntington Investment Company, U.S. Bancorp Investments, Inc., and Banc One Securities Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and supported by proprietary research and algorithmic tools.
Virginia C
CFP®, Series 66
Cincinnati, OH
Ameriprise
Virginia Copley is a CFP® with 17 years of industry experience, currently advising at Ameriprise in Cincinnati, OH. Her prior experience includes roles at The Huntington National Bank, TIAA, Raymond James Financial Services, Truist, BB&T, and PNC Wealth Management. She serves on the Board of Trustees for Playhouse in the Park, participating in community and nonprofit activities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm emphasizes tax-aware withdrawal strategies and dependable income sources within a structured investment framework.
Christopher B
Series 63, Series 65
Cincinnati, OH
Ameriprise
Christopher Brison is a financial advisor with Ameriprise in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Raymond James Financial Services, The Huntington National Bank, and BB&T entities. Outside of advising, he officiates college football games sanctioned by the NCAA and serves on the boards of Welcome House, Inc. and the Walton Fire Protection District. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters