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Steven L

Series 66

Las Vegas, NV

LPL Financial

Steven Lloyd is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2017, he worked at MML Investors Services, MassMutual Life Insurance Company, and Merrill. Outside of his advisory role, he is a 50% owner of a local business, VJ Kings, LLC, which operates under the name Junk King. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad platform of investment options and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mel O

CFP®, Series 66

Las Vegas, NV

LPL Financial

Mel O is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at LPL Financial since 2015. Prior to joining LPL, Mel worked at Ameriprise and Wells Fargo in various advisory roles. Mel also hosts a finance-related podcast, authors content, and teaches financial literacy courses both online and at Clark County Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad array of financial offerings.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Elias S

Series 63, Series 65

Las Vegas, NV

LPL Financial

Elias Shiheiber is a financial advisor with LPL Financial, holding the Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2010. Outside of advisory services, he is associated with Elias Shiheiber & Assoc. Ltd., a separate business entity in Las Vegas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Miyo L

Series 63, Series 65

Las Vegas, NV

LPL Financial

Miyo Leong is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2024, Leong worked at Crown Capital Securities, Signator Investors, Pacific Rim Wealth Management, and Transamerica Financial Advisors. Additionally, Leong is involved in fixed, non-variable insurance activities on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Raymond E

Series 63, Series 65

Las Vegas, NV

LPL Financial

Raymond Elgaard is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with LPL Financial since 2004 and worked previously at Morgan Stanley Dw Inc. from 2002 to 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Patrick L

Series 63, Series 65

Las Vegas, NV

LPL Financial

Patrick Lee is a financial advisor with LPL Financial based in Las Vegas, NV, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. His career includes roles at firms such as Sequoia Wealth Advisors & Investment Management and Securities America Advisors, Inc. Outside of advisory services, he has established consulting and management entities for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a broad platform that includes advisory and insurance-related financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Richard I

Series 63, Series 65

Las Vegas, NV

LPL Financial

Richard Isaacs is a financial advisor with LPL Financial based in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes long tenures at LPL Financial, RGI Financial, and National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a network of investment adviser representatives using a range of strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kellen K

Series 63, Series 65

Las Vegas, NV

LPL Financial

Kellen Kaneshiro is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research Advisors, MML Investors Services LLC, and Massmutual Life Insurance Company. Outside of his advisory role, Kaneshiro coaches at Hawaii Baptist Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset managers, combining scale with a range of advisory and non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joseph B

Series 63, Series 65

Las Vegas, NV

LPL Financial

Joseph Borriello is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes roles at TD Ameritrade Institutional and American Portfolios Advisors, Inc. Outside of his advisory work, he owns and operates a photography business specializing in portraits. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its advisors with research tools and diversified investment strategy options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kelcy W

Series 63, Series 65

Las Vegas, NV

LPL Financial

Kelcy Wilcox Weiger is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial in 2023, Kelcy worked at Transamerica Financial Advisors and World Financial Group, and has been involved with Special K Financial Inc since 2020. Outside of advisory work, Kelcy has business interests unrelated to investment advisory in Special K Financial Inc. LPL Financial is a national broker-dealer and investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining proprietary and third-party investment strategies along with operational tools supporting its extensive network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mera T

Series 63, Series 66

Las Vegas, NV

LPL Financial

Mera Tawfik Oshana is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2018, she worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2018, and held positions at U.S. Bancorp Investments and Wells Fargo entities earlier in her career. Outside of advisory services, she is a co-trustee of a family living trust and engages in real estate services as a realtor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Eric H

Series 63, Series 66

Las Vegas, NV

LPL Financial

Eric Harbak is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Financial Engines Advisors, TMFS Advisors, The Mutual Fund Store, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Morgan B

Series 63, Series 66

Las Vegas, NV

LPL Financial

Morgan Baum is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Wells Fargo Clearing. Baum is also involved with Dixon Financial Group as a financial advisor and team member. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad suite of non-advisory financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Amber P

Series 63, Series 66

Las Vegas, NV

LPL Financial

Amber Phoenix is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory work, she hosts a podcast and maintains a social media presence focused on dating and marriage perspectives. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Douglas A

Series 63, Series 65

Las Vegas, NV

LPL Financial

Douglas Almeida is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LPL Financial in 2020, he worked at firms including Cetera Advisor Networks, Summit Financial Group, Wells Fargo Clearing, and IFMG Securities. Outside of his advisory role, Almeida performs stand-up comedy and acting across the country. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Luis M

Series 66

Las Vegas, NV

LPL Financial

Luis Morales Montanez is a financial advisor with LPL Financial based in Las Vegas, NV. He holds the Series 66 designation and has been with LPL Financial since 2022. His prior experience includes work with Aerotek Contractors and service in the United States Marine Corps. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies across various asset classes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Paul G

Series 66

Las Vegas, NV

LPL Financial

Paul Gross is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 license and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and Morgan Stanley. Gross is involved with nonprofits such as Caring Hand for Children and New Directions for Youth. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joseph R

Series 63, Series 66

Las Vegas, NV

LPL Financial

Joseph Rubinstein is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and DSI Advisers, Inc. Rubinstein has also worked in non-variable insurance services since 1988. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by extensive resources and technology across a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alyssa L

Series 63, Series 65

Las Vegas, NV

LPL Financial

Alyssa Lubey is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her career includes roles at Charles Schwab, TD Ameritrade, Cetera, and Foresters Financial Services. Outside of finance, she is involved with Sonora Guitar Intensive in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Julie L

Series 63, Series 65

Las Vegas, NV

LPL Financial

Julie Logsden Mellor is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 registrations and 27 years of industry experience. She previously worked at Gerber Kawasaki Wealth & Investment Management in two periods between 2012 and 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, employing a variety of investment strategies and supporting its advisors with research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Peter C

Series 63, Series 65

Las Vegas, NV

LPL Financial

Peter Cunningham is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes roles at Banc of America Investment Services and Citigroup Global Markets prior to joining LPL Financial. He is based in Las Vegas, NV. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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David B

Series 63, Series 66

Las Vegas, NV

LPL Financial

David Bax is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 credentials and 43 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation from 2014 to 2017. Bax also operates Bax Investments and works as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jason B

Series 66

Las Vegas, NV

LPL Financial

Jason Baucom is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 credential and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2016 and has been affiliated with Silver State Schools since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers various advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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