Parker Schmidt is an associate advisor at Cassady Wealth & Retirement Planning L.L.C. with one year of industry experience. He serves as Director of Finances for Estate Home Management, a luxury property management firm. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary asset management, comprehensive financial planning, advanced estate planning, and ERISA retirement-plan services. The firm manages approximately $292 million in assets across about 455 clients through a team of five advisors.

Jasen Cassady is a financial advisor at Cassady Wealth & Retirement Planning L.L.C. in Henderson, NV, holding the CFP® and Series 63 designations with 20 years of industry experience. He also operates Cassady Law Offices, providing legal services since 2002. Cassady serves as principal and CEO at his firm. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $292 million in assets for around 455 clients. The firm offers discretionary and non-discretionary asset management, financial planning, advanced estate planning, and ERISA retirement-plan services, using a combination of fundamental analysis, model-driven solutions, and custom allocations tailored to clients’ goals.

Julie Malonzo is a financial advisor at Cassady Wealth & Retirement Planning L.L.C. with four years of industry experience. She holds the Series 66 designation and has worked at several firms including Merrill and Gradient Securities LLC. Outside of advisory work, she provides administrative assistance as a front desk receptionist at EmberXFrost. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering comprehensive financial planning and investment management. The firm uses a combination of fundamental analysis and both model-driven and custom portfolio solutions, managing approximately $292 million in assets across five advisors.

Sean Yao is a financial advisor with Cassady Wealth & Retirement Planning L.L.C. in Henderson, NV, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. In addition to his advisory role, he maintains a paralegal position at Cassady Law Offices. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan services. The firm uses fundamental analysis and customized strategies aligned with client goals and risk tolerance, supporting about 455 clients with nearly $292 million in assets across a five-advisor team.

Jason Waugh is a CFP® with six years of experience in financial advising at Cassady Wealth & Retirement Planning L.L.C. He has worked with Cassady Law Offices since 2023 and previously held positions at Medical Innovations and Young Life Las Vegas. Waugh also contributes to estate planning in a paralegal capacity. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering asset management, comprehensive financial planning, and advanced estate and retirement-plan services. The firm uses fundamental analysis alongside long- and short-term strategies, providing both model-driven and custom portfolio solutions for approximately 455 clients with $292 million under management.