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Ky G

Series 63, Series 66

Sparks, NV

Wells Fargo Clearing

Ky Gemmill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Wells Fargo in 2026, Ky worked at J.P. Morgan Securities and JPMC Bank NA (Southwest) from 2019 to 2026, and US Bank from 2017 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles to offer brokerage and advisory solutions across a broad range of financial products.

Retired Founder/Business Owner
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Myles B

Series 66

Sparks, NV

Merrill

Myles Brandon is a Series 66-licensed financial advisor at Merrill with four years of industry experience. He has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2018. Prior to his financial services career, he was involved with Lamppost Pizza for two years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Steven S

Series 63, Series 65

Reno, NV

Wells Fargo Advisors

Steven Sakata is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Morgan Stanley Private Bank. He also serves as co-trustee for his mother's trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Samuel R

Series 63, Series 65

Reno, NV

STIFEL

Samuel Reynolds is a financial advisor at Stifel with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Western Nevada Supply, and Miami University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

General retirement planning Income planning
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Mark S

CFP®, Series 63, Series 65

Reno, NV

Wells Fargo Advisors

Mark Schulten is a CFP® professional with 38 years of experience in the financial industry. He is currently with Wells Fargo Advisors, where he has worked across several affiliated firms since 1997, including Citigroup Global Markets. Outside of advising, he is involved in managing multiple private business interests. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Kenneth C

Series 66

Reno, NV

Ameriprise

Kenneth Charles is a financial advisor with Ameriprise in Reno, NV, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. In addition to his advisory role, he is also associated with Blue Oaks Management, LLC, an Ameriprise Financial franchise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Sydney D

Series 66

Sparks, NV

Edward Jones

Sydney Drost is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, Sydney held roles in education and retail, including positions with Washoe County School District and Scheels All Sports. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John D

Series 63, Series 65

Reno, NV

STIFEL

John Dierking is a financial advisor at Stifel with 30 years of industry experience. He has held his current role at Stifel Nicolaus & Co Inc since 2012. Outside of his advisory work, he serves on the investment committee of the St. Bernard Project, a disaster relief nonprofit. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Maricela H

Series 66

Reno, NV

Wells Fargo Clearing

Maricela Hyatt is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, U.S. Bancorp Investments, and self-employment. She serves as vice president of special events and advisory board member for the University of Nevada Reno College of Business Alumni Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Christopher S

Series 66

Reno, NV

Ameriprise

Christopher Scaduto is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Scaduto has ownership history in event services through Showdown Entertainment LLC and Vindeer LLC, though both businesses are primarily inactive. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines investment research and algorithmic tools to provide written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christopher F

Series 66

Reno, NV

Wells Fargo Clearing

Christopher Ferre is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Wells Fargo Bank since 2008 and joined Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and applying diversification principles in its investment approach.

Retired Founder/Business Owner
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Christopher P

Series 66

Reno, NV

LPL Financial

Christopher Paganelli is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, UBS Financial Services, and Morgan Stanley. 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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Donald B

Series 63, Series 65

Reno, NV

STIFEL

Donald Bernard Jr. is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2010. Bernard serves as a trustee for the Estelle J. Kelsey Foundation, a self-funded charity supporting Northern Nevada organizations, and is a board member of Renown Health. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

General retirement planning Income planning
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Kristin L

CFP®, Series 66

Reno, NV

Ameriprise

Kristin Lyman is a CFP®-certified financial advisor with Ameriprise in Reno, NV, bringing 24 years of industry experience. She previously worked 18 years at American Express Financial Advisors before joining Ameriprise in 2020. Outside of her advisory role, she has ownership in Oak Street Consulting LLC, a property management business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Carl P

Series 66

Reno, NV

STIFEL

Carl Petersen is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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