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Donovan J
CFP®, Series 63, Series 66
Minden, NV
LPL Financial
Donovan Jackson is a CFP® professional affiliated with LPL Financial, bringing 35 years of experience in the financial services industry. His career includes roles at Jackson & Whitaker Inc and Waddell & Reed, Inc., as well as work with The Church of Jesus Christ of Latter Day Saints. He is a co-owner of Jackson & Whitaker, a business related to his work with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various investment management options.
David B
CFP®, Series 63
Minden, NV
LPL Financial
David Brady is a CFP® professional with 39 years of experience in the financial industry. He has been with LPL Financial since 2019 and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Brady operates Brady and Associates, an investment-related business associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.
Igor K
Series 66
Minden, NV
LPL Financial
Igor Kuprin is a financial advisor with LPL Financial in Minden, NV, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2012 and at Sequoia Wealth Advisors & Investment Management, Inc. since 2016. Kuprin is also involved with Metatron Holdings, LLC, an investment-related business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and supports diversified strategies with resources from LPL Research and third-party subadvisors.
Kristina K
Series 66
Minden, NV
LPL Financial
Kristina Kuprina is a financial advisor with LPL Financial in Minden, NV, holding a Series 66 designation and having 20 years of industry experience. She has worked with LPL Financial since 2007 and has been affiliated with Sequoia Wealth Advisors & Investment Management, Inc. since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by a broad platform of model portfolios, research, and technology-driven investment solutions.
Virginia M
Series 66
Minden, NV
LPL Financial
Virginia Merkouris is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at LPL Financial since 2021 and previously held roles at Jackson and Whitaker Inc, Jeffrey Whitaker, and Waddell & Reed, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from multiple sources.
Joshua L
CFP®, Series 66
Minden, NV
LPL Financial
Joshua Larson is a CFP® professional with six years of industry experience, currently serving as an advisor at LPL Financial. His career includes roles at Financial Advocates Investment Management and positions at Washington State University. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting.
Jeffery W
CFP®, Series 63, Series 65
Minden, NV
LPL Financial
Jeffery Whitaker is a CFP®-credentialed financial advisor with 45 years of industry experience, currently associated with LPL Financial since 2021. His prior work includes long tenures with Waddell & Reed and several other financial and insurance-related firms. Outside of his advisory roles, he has been involved with aviation organizations and community groups, including the Sports Aviation Foundation and the Nevada Area Council of the Boy Scouts of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios from LPL Research and third-party subadvisors.
Patrick G
CFP®, Series 66
Minden, NV
LPL Financial
Patrick Gaskill is a CFP® and holds a Series 66 license, with 25 years of experience in the financial services industry. He has been with LPL Financial since 2021 and previously worked for Waddell & Reed, Inc. and various insurance carriers for over two decades. Outside of his advisory work, he is a published author of "The Business of Life and Golf." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies.
Allison D
Series 66
Minden, NV
LPL Financial
Allison Devine is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she was affiliated with Grace Church Reno for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management along with various model portfolios and research resources.
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