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

Christopher M

Series 66

Eagle, ID

Continuum Advisory, LLC

Christopher Maxey is a financial advisor at Continuum Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Mosaic Financial Group and Kalos Management. In addition to his advisory role, he is a licensed insurance agent providing various insurance products such as term life and indexed universal life insurance. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management services through a network of independent advisors and manages over $1.4 billion in assets.

Wealth management Business sale tax planning Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Jacob C

Series 63, Series 66

Eagle, ID

Continuum Advisory, LLC

Jacob Coleman is a financial advisor at Continuum Advisory, LLC with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Edward Jones. Coleman is also associated with Wealth Management Associates. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and pension plans, providing financial planning, consulting, and portfolio management. The firm integrates services across multiple professionals and offers access to various investment options through a centralized platform.

Wealth management Business sale tax planning Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Teresa Y

Series 63, Series 65

Eagle, ID

Continuum Advisory, LLC

Teresa Yragui is a financial advisor at Continuum Advisory, LLC in Eagle, Idaho, with 25 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, First Allied, Securities America, and Triad Advisors. Teresa serves as a trustee for the Yragui Family Trust. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm emphasizes integrated professional services and uses a range of investment vehicles, including mutual funds, ETPs, individual securities, model portfolios, and third-party asset managers.

Wealth management Business sale tax planning Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Donny H

Series 65

Eagle, ID

Continuum Advisory, LLC

Donny Hopoi is a financial advisor with Continuum Advisory, LLC, holding a Series 65 license and two years of industry experience. His prior work includes roles at Wealth Management Associates, Osaic Wealth, The 401k Source, and American National Insurance. He also operates an insurance sales activity offering life and health insurance. Continuum Advisory serves individual and institutional clients, providing financial planning, consulting, and discretionary portfolio management. The firm integrates multiple professional disciplines and utilizes a centralized platform for portfolio management and reporting.

Wealth management Business sale tax planning Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Jonathan W

Series 65

Eagle, ID

Continuum Advisory, LLC

Jonathan Warner is a financial advisor at Continuum Advisory, LLC with four years of industry experience. He holds a Series 65 credential and has worked at IG Advisory, LLC and also operates John R Warner CPA PC, where he has been a CPA since 2008. Warner is a member and owner of Isler Group LLC, a CPA firm unrelated to investment activities. Continuum Advisory serves individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm provides financial planning, consulting, and discretionary portfolio management, using a range of investment vehicles and offering retirement plan consulting with the capability to serve in ERISA fiduciary roles.

Wealth management Business sale tax planning Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Brian D

CFP®, Series 63, Series 65

Eagle, ID

Continuum Advisory, LLC

Brian Damiani is a CFP® with 26 years of experience in financial planning and investment management. He is a principal at Continuum Advisory, LLC, where he has worked since 2016, and has prior experience with Triad Advisors and Signator Investors. He also serves as president of Wealth Management Associates and offers life insurance services. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm integrates advisory services with complementary professional practices and utilizes a technology-driven platform for portfolio management and reporting.

Wealth management Business sale tax planning Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Brandon J

Series 63, Series 65

Eagle, ID

Continuum Advisory, LLC

Brandon Jones is a financial advisor with Continuum Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at RW Investment Management LLC and Wells Fargo Advisors. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm offers tailored portfolios using a range of investment products and integrates affiliated professional services such as legal and tax expertise.

Wealth management Business sale tax planning Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
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 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”)