A complete list of active advisors currently associated with NONE

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The firm provides manager selection and advisory referral services and limited financial consulting to a client base that includes high-net-worth individuals, trusts, retirement plans, and other institutional or business entities. Rather than offering direct portfolio management to retail individual clients, the firm refers clients to independent registered investment advisers and facilitates the referral and onboarding process. When working with clients, the firm evaluates investment objectives, risk tolerance, account size, and time horizon to identify independent advisers whose philosophies and strategies are a fit, and it offers periodic consultation and administrative support after a referral. The firm does not control the day-to-day management of referred accounts and directs clients to review the selected adviser’s disclosure materials for details on strategy, brokerage, and reporting. Distinctive features relative to many peers are that the firm reports no assets under management and does not provide discretionary portfolio management itself, instead principally operating as a solicitor and limited-scope consultant. The firm’s leadership has a background as a partner in a regional public accounting practice, which informs its consulting work and manager-selection focus, and it discloses that it receives referral compensation from recommended advisers.

To learn more about the advisors currently working at NONE, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Jennings	Henderson, NV	25

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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.

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