Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Amber M
Series 66, Series 65
Fort Worth, TX
Ameriprise
Amber Mcintyre is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 65 and Series 66 licenses and possessing 12 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of her advisory role, she volunteers with the Navy-Marine Corps Relief Society, assisting military members with budgeting and paystub education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning recommendations focused on dependable income sources and tax-aware withdrawal strategies.
Billy Y
CFP®, Series 66
Fort Worth, TX
Ameriprise
Billy Yarbrough is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is an equity owner and franchise advisor at Beez3 LLC and engages in sports card sales with his son as a personal hobby. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual, non-discretionary recommendations through a centralized consulting team.
Bryce D
CFP®, Series 63
Fort Worth, TX
Ameriprise
Bryce Danley is a CFP®-designated financial advisor with Ameriprise, bringing 29 years of industry experience. He has been with Ameriprise since 2005, including six years in his current role. Outside of his advisory work, Danley is involved in several business ventures, including ownership in Beez3, LLC, a home media systems franchise, and serves on the boards of multiple nonprofit organizations such as Academy 4, Armlynk International, and Uncharted Ministries. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored recommendations and provides a broad range of advisory, brokerage, and insurance solutions.
Kyler N
Series 66
Fort Worth, TX
Ameriprise
Kyler Nielsen is a financial advisor at Ameriprise in Fort Worth, TX, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at JP Morgan Securities and JP Morgan Chase Bank. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Andrew R
Series 66
Fort Worth, TX
Ameriprise
Andrew Rubinson is a financial advisor at Ameriprise in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Aeroblaze Laboratories, Fort Worth City Church, and XTO Energy. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.
Shawn S
Series 63
Fort Worth, TX
Ameriprise
Shawn Smith is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 63 designation and over 36 years of industry experience. He has been with Ameriprise and its predecessor entities since 1990. Outside of his advisory role, he hosts the Decidedly Podcast, coaches business owners through Decidedly Coaching, and is a Kolbe Certified Consultant. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Spencer J
Series 66
Fort Worth, TX
Ameriprise
Spencer Jones is a financial advisor with Ameriprise in Flower Mound, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Texas Tech University and Marcus High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic automation overseen by a Retirement Income Oversight Committee.
Albert P
Series 66
Fort Worth, TX
Ameriprise
Albert Pattillo III is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he served in various roles within the U.S. Army, including the 2nd Battalion of the 11th, 35th, and 47th Infantry Regiments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.
Rachel C
Series 66
Fort Worth, TX
Ameriprise
Rachel Couch is a financial advisor at Ameriprise in Fort Worth, TX, with 10 years of industry experience and a Series 66 credential. She has worked at various Ameriprise entities since 2016. Outside of her advisory role, she is involved in independent insurance brokering and is employed by BEEZ3 LLC, an investment-related business. 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 annual advice focused on income sources and tax-aware withdrawal strategies.
Brooks D
Series 66
Fort Worth, TX
Ameriprise
Brooks Danley is a financial advisor with Ameriprise in Willow Park, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2012. Danley serves on the boards of New Day Services and Covenant Classical School and is an equity owner and franchise advisor of Beez3 LLC. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Aisha R
Series 66
Fort Worth, TX
Ameriprise
Aisha Rada is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, Robert Baird & Co., and earlier tenures at Ameriprise. Outside of her advisory work, she was involved with Hip Chic Boutique, indicating entrepreneurial experience. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice, focusing on tax-aware withdrawal strategies and dependable income sources.
Michael W
Series 66
Fort Worth, TX
Ameriprise
Michael Walker is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has prior experience at First Command Financial Services and several entrepreneurial ventures, including Sons of Liberty Coffee LLC and Miguelito & Co. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed, research-driven recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with advisor input and emphasizes a broad range of advisory, brokerage, and insurance solutions.
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 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")
Finding advisors...
Find a financial advisor
Based on your filters