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Donovan J

CFP®, Series 63, Series 66

Minden, NV

LPL Financial

Donovan Jackson is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 35 years of industry experience. He previously worked at Jackson & Whitaker Inc and has a long history with various insurance carriers and firms including Waddell & Reed, Inc. Jackson also served in roles with The Church of Jesus Christ of Latter Day Saints for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions through 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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David B

CFP®, Series 63

Minden, NV

LPL Financial

David Brady is a financial advisor with LPL Financial who holds the CFP® designation and has 39 years of industry experience. His career includes multiple tenures at LPL Financial as well as roles at Ameriprise Financial Services and Commonwealth Financial Network. He also operates a business entity under the name Brady and Associates related to his LPL activities. 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, supported by a large network of investment adviser representatives and advanced 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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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 previously worked for Sequoia Wealth Advisors & Investment Management, Inc. from 2016 to 2022. 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, including model portfolios and third‑party asset management, supported by technology such as machine learning for operational and research purposes.

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

Series 66

Minden, NV

LPL Financial

Kristina Kuprina is a Series 66 licensed financial advisor with LPL Financial in Minden, NV, and has 20 years of industry experience. She worked at Morgan Stanley from 2006 to 2007 and spent six years with Sequoia Wealth Advisors & Investment Management, Inc. Kuprina is also involved with Metatron Holdings LLC, a real estate rental business. 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, third-party asset management access, and participant-level retirement advice, utilizing a range of discretionary and non-discretionary strategies supported by research and 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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Virginia M

Series 66

Minden, NV

LPL Financial

Virginia Merkouris is a financial advisor with LPL Financial and holds a Series 66 designation. She has 18 years of industry experience, having previously worked at firms including Jackson and Whitaker Inc, Jeffrey Whitaker, Waddell & Reed, Inc, and Edward Jones. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various tools and strategies across discretionary and non-discretionary accounts.

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

CFP®, Series 66

Minden, NV

LPL Financial

Joshua Larson is a CFP® professional affiliated with LPL Financial, with six years of industry experience. He has been with LPL Financial since 2019 and has prior experience at Financial Advocates Investment Management and Washington State University. 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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Jeffery W

CFP®, Series 63, Series 65

Minden, NV

LPL Financial

Jeffery Whitaker is a CFP®-certified financial advisor with 46 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes long-term roles at Waddell & Reed, Transamerica Life Insurance, and founding Jackson & Whitaker Inc. Outside his advisory work, he has been involved with aviation and scouting organizations over multiple years. 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, portfolio management, and institutional services, supported by extensive advisor tools and a broad platform that includes insurance and banking partnerships.

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

CFP®, Series 66

Minden, NV

LPL Financial

Patrick Gaskill is a CFP® professional affiliated with LPL Financial, bringing 26 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers under W&R Insurance Agencies, Inc. He is also a published author of "The Business of Life and Golf." 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 wide range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing significant assets.

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

Series 66

Minden, NV

LPL Financial

Allison Devine is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and previously worked for Grace Church Reno for six years. 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 broad range of advisory and brokerage services, including financial planning and access to various portfolio programs 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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