Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Lauren D
Series 66
Grand Blanc, MI
Ameriprise
Lauren Demers is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she serves on the Board of Directors and as Treasurer of the Grand Blanc Huntsman's Club. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement who meet specific asset criteria. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis, delivering tailored advice primarily for clients with Ameriprise-managed accounts.
Dante C
Series 66
Grand Blanc, MI
Ameriprise
Dante Cioni is a financial advisor with Ameriprise in Grand Blanc, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
Jon S
Series 66
Grand Blanc, MI
Ameriprise
Jon Sabo is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 30 years of industry experience. His prior roles include positions at Merrill and Chase Investment Services Corp. He is also engaged as an associate financial advisor at Dave Brazen, providing financial advisory services in Troy, MI. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which delivers personalized recommendations and annual advice focused on reliable 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