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

Dennis G

Series 66

White River Junction, VT

TRG Investment Advisors, LLC

Dennis Gambino is a financial advisor with TRG Investment Advisors, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch and Morgan Stanley. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, institutional clients, and state and municipal government entities. The firm offers retirement plan and institutional consulting, a sponsor-led wrap fee program, Section 529 account management, and financial wellness services, operating primarily on a non-discretionary basis.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Steven B

Series 63, Series 66

White River Junction, VT

TRG Investment Advisors, LLC

Steven Burnett is a financial advisor at TRG Investment Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research from 2012 to 2021. Outside of his advisory role, Burnett is involved with the Hanover Rotary and serves on the board of the Hartford Area Chamber of Commerce, both nonprofit organizations. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and institutional clients, including state and municipal governments. The firm emphasizes fiduciary education, retirement plan consulting, and offers a wrap fee program alongside multiple investment analysis and asset allocation approaches.

College savings (529s, UTMA, etc.)
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")