Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
John H
Series 63, Series 65
Leawood, KS
Elevation Advisory Partners LLC
John Harrison III is a financial advisor with Elevation Advisory Partners LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Silver Oak Securities, Cetera Advisor Networks, and Summit Financial Group. He is also an owner of Harrison Capital Management, a financial planning firm, and HCM Holdings, a financial holding company. Elevation Advisory Partners provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, families, estates, trusts, partnerships, and plan sponsors. The firm’s investment approach integrates fundamental and technical analysis across multiple asset classes and includes options for ESG alignment.
Jordan H
Series 66
Orlando, FL
Elevation Advisory Partners LLC
Jordan Harrison is a financial advisor with Elevation Advisory Partners LLC in Orlando, FL, holding a Series 66 license and two years of industry experience. Prior to his current role, he worked at Wells Fargo Clearing and Silver Oak Securities, Inc., and has a background that includes positions in retail with URBN brands as well as several years at Louisiana State University. Elevation Advisory Partners provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, partnerships, and plan sponsors. The firm’s investment approach combines fundamental and technical analysis across a range of asset classes and offers services including legacy position management and independent third-party manager integration.
Brian T
Series 65
Leawood, KS
Elevation Advisory Partners LLC
Brian Truxaw is a financial advisor at Elevation Advisory Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Commerce Bank for thirteen years. Elevation Advisory Partners provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, families, estates, trusts, partnerships, and plan sponsors. The firm utilizes a combined fundamental and technical analysis approach across various asset classes, including equities, fixed income, mutual funds, ETFs, and alternative investments, and offers ESG/SIS alignment upon client request.
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