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Joseph R

Series 66

Reno, NV

LPL Financial

Joseph Riley is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to that, he was employed at Waddell and Reed Inc, Cintas, and Target. He is involved in a business entity with his wife for tax and investment purposes. 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 advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Jessica R

Series 66, Series 63

Reno, NV

LPL Financial

Jessica Rivera is a financial advisor at LPL Financial with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Rivera's background also includes roles outside finance, such as positions at 24 Hour Fitness and Somersett Country Club. 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 offers various advisory programs, financial planning, and consulting services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Marc F

Series 66

Reno, NV

LPL Financial

Marc Fresia is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Planet Financial Advisory Group LLC, Waddell & Reed, Inc., and various insurance carriers associated with W&R Insurance Agencies, Inc. He has also acted in a fiduciary capacity through Fresia Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

College savings (529s, UTMA, etc.)
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James O

Series 66

Reno, NV

LPL Financial

James Olivero is a financial advisor with LPL Financial based in Reno, NV. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and James Lewis. LPL Financial is a national 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 plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Michael V

Series 63, Series 65

Reno, NV

LPL Financial

Michael Vilardi is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include ten years at Waddell & Reed, Inc. and positions at Washoe Wealth Advisors Inc. and James Lewis. Outside of advisory work, he is involved with Le Shack Tahoe LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Gregory R

Series 63, Series 66

Reno, NV

LPL Financial

Gregory Raleigh is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Waddell & Reed, Washoe Wealth Advisors, and involvement with community organizations such as the Rotary Club of Reno Central and the For Kids Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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James L

Series 63, Series 66

Reno, NV

LPL Financial

James Lewis is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 66 licenses and 37 years of industry experience. He previously worked at Washoe Wealth Advisors Inc. and Waddell & Reed, Inc., as well as various insurance carriers affiliated with W&R Insurance Agencies. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Carol N

Series 66

Reno, NV

LPL Financial

Carol Nussbaumer is a financial advisor at LPL Financial with 15 years of industry experience. She holds a Series 66 designation and has worked with firms including Marc Fresia and Planet Financial Advisory Group LLC. She has been involved with community organizations such as the Literacy Volunteers for Children and the Carson Baseball Boosters Club. 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 advisory programs, financial planning, and retirement consulting supported by extensive research and model portfolios.

College savings (529s, UTMA, etc.)
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