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Joseph R

Series 66

Reno, NV

LPL Financial

Joseph Riley is a Series 66-licensed financial advisor with LPL Financial, based in Reno, NV, and has five years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell and Reed Inc, Cintas, and TARGET. He is involved with a private business entity for tax and investment purposes alongside Rebekah Riley. 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, and institutional platforms, combining large-scale advisory services with a broad range of non-advisory financial activities.

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

Series 63, Series 66

Reno, NV

LPL Financial

Jessica Rivera is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Wells Fargo. 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 portfolios, third-party asset management, and institutional platforms, 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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Marc F

Series 66

Reno, NV

LPL Financial

Marc Fresia is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Planet Financial Advisory Group LLC and Waddell & Reed, Inc. Fresia also acts in a fiduciary capacity for the Fresia Trust. 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 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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James O

Series 66

Reno, NV

LPL Financial

James Olivero is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Waddell & Reed, and operated his own practice under James Lewis. Olivero also maintains a DBA for his LPL business, Washoe Wealth Advisors, in Reno, Nevada. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

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

Series 63, Series 65

Reno, NV

LPL Financial

Michael Vilardi is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Washoe Wealth Advisors Inc., James Lewis, and Waddell & Reed, Inc. He is also involved with Le Shack Tahoe 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 a range of financial planning and investment management services, including 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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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 having 14 years of industry experience. His prior roles include positions at Waddell & Reed, Washoe Wealth Advisors, and involvement with organizations such as the For Kids Foundation and the Rotary Club of Reno Central. 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 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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James L

Series 63, Series 66

Reno, NV

LPL Financial

James Lewis is a financial advisor at LPL Financial with 38 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Washoe Wealth Advisors Inc., Waddell & Reed, and Wells Fargo Clearing. Lewis has also maintained a non-variable insurance business 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad 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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Carol N

Series 66

Reno, NV

LPL Financial

Carol Nussbaumer is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and 16 years of industry experience. Her prior roles include work with Marc Fresia and Planet Financial Advisory Group LLC. She has also been involved with Literacy Volunteers for Children for a decade. 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 various investment strategies 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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