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

John Z

Series 63, Series 65

Portland, ME

&PARTNERS

John Zinn Jr. is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including Commonwealth Financial Network, Back Cove Financial, and Wells Fargo Advisors. He is a co-owner of Zinn Wealth Management, LLC, which facilitates securities, advisory, and insurance business. &PARTNERS serves individual and institutional clients ranging from non-wealth to high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services using proprietary and third-party strategies through the Envestnet platform, and operates as both a broker-dealer and registered investment adviser with a range of investment and financial planning services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
user avatar
firm logo

John Z

Series 66

Portland, ME

&PARTNERS

John Zinn III is a financial advisor at &PARTNERS with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Commonwealth Financial Network, Back Cove Financial, Bank of America, Merrill, and TD Ameritrade. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing proprietary and third-party investment strategies through the Envestnet platform.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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")