Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Wayne J
Series 63, Series 65
Fort Collins, CO
Focus Partners Wealth, LLC
Wayne Jamerson is a financial advisor with NorthCoast Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at IFAM Capital, Kovitz Investment Group Partners, and Focus Partners Wealth. Outside of advising, he is a 25% owner and partner in a commercial property LLC based in Fort Collins, CO. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm uses a quantitative and systematic investment approach with proprietary models and manages portfolios across a wide range of strategies, including private credit, private equity, and real estate interval funds.
Brian S
Series 63, Series 65
Fort Collins, CO
Focus Partners Wealth, LLC
Brian Sullivan is a financial advisor at NorthCoast Asset Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Focus Partners Wealth, Kovitz Investment Group Partners, IFAM Capital, and PURSHE KAPLAN STERLING INVESTMENTS. Sullivan is also involved in fixed insurance sales as an agent for PKS Financial Services. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering portfolio management through a wide range of strategies and acting as a fiduciary for ERISA and IRA accounts.
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