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

Elizabeth M

Series 63, Series 65

Jackson, WY

Income Focus Portfolio Management

Elizabeth Millet is a financial advisor at Income Focus Portfolio Management in Jackson, Wyoming, with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Income Focus Portfolio Management since 2013. Income Focus Portfolio Management primarily serves individual clients, non-profit organizations, corporations, and other business entities, offering discretionary portfolio management focused on income generation and principal preservation through fixed-income and selected equity investments. The firm manages approximately $362 million in assets and is known for its use of smaller, less liquid bond issues and customized security selection based on client-specific factors.

Income planning Tax-loss harvesting Active portfolio management
user avatar
firm logo

David E

CFP®, CFA®, Series 63, Series 65

Jackson, WY

Income Focus Portfolio Management

David Elan is a CFP® and CFA® professional with 20 years of industry experience. He has been with Income Focus Portfolio Management since 2012, where he is one of three advisors. The firm serves individual clients, non-profit organizations, corporations, and other business entities, focusing on income generation and principal preservation through fixed-income investments and selected equity exposures. Income Focus manages approximately $362 million in discretionary assets and is known for its use of smaller, less liquid bond issues and tailored security selection strategies.

Income planning Tax-loss harvesting Active portfolio management
user avatar
firm logo

Arik G

Series 65

Jackson, WY

Income Focus Portfolio Management

Arik Griffin is a financial advisor at Income Focus Portfolio Management with six years of industry experience and holds a Series 65 designation. He serves as Chief Financial Officer at Vertical Harvest, a hydroponic greenhouse, where he oversees financial reporting and budget management. Income Focus Portfolio Management serves individual clients, non-profits, and business entities with a focus on income generation and principal preservation through fixed-income investments and selected equity exposures. The firm manages approximately $362 million in discretionary assets and is known for its use of smaller, less liquid bond issues and tailored portfolios that consider client-specific factors.

Income planning Tax-loss harvesting Active portfolio management
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")