Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Dominic N

Series 63, Series 65

Las Vegas, NV

IHT Wealth Management LLC

Dominic Nadeau Jr. is a financial advisor with IHT Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include extensive tenure at MetLife Securities Inc. and Metropolitan Life Insurance Company, as well as positions at LPL Financial, Private Advisor Group, and Mass Mutual Investors Services. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm’s investment approach combines fundamental value screening, quantitative optimization, and portfolio rebalancing, utilizing proprietary model portfolios and discretionary mandates tailored to client objectives.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
user avatar
firm logo

John R

ChFC®, Series 63

Las Vegas, NV

FourStar Wealth Advisors, LLC

John Rice is a financial advisor at FourStar Wealth Advisors, LLC in Las Vegas, NV, holding the ChFC® designation and Series 63 license with 44 years of industry experience. He previously worked at NPB Financial Group, LLC and IFG Group before joining FourStar in 2022. Outside of his advisory role, he has an insurance agent position unrelated to his investment work. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage client portfolios primarily on a discretionary basis, allocating assets across various securities and third-party managers tailored to risk tolerance and time horizon.

Charitable giving & philanthropy
user avatar
firm logo

Kim D

Series 66

Las Vegas, NV

OneSeven

Kim Dyson is a financial advisor at OneSeven with 16 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Red Oak Capital Management, Comprehensive Asset Management and Servicing, Hayden Royal, and Great Lakes Atlantic Wealth Management and Advisory Partners. In addition to her advisory work, she is also licensed as an insurance broker, offering life and health insurance, long-term care insurance, and fixed annuities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, alternatives, and private placements, and works with unaffiliated Independent Managers and third-party platforms.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Christian S

CFP®, CFA®, Series 63, Series 66

Las Vegas, NV

Lifeworks Advisors, LLC

Christian Smissen is a CFP® and CFA® charterholder with four years of industry experience. He currently works at Lifeworks Advisors, LLC and previously held positions at Bauman Advisory Group, Arista Wealth Management, and Charles Schwab in various capacities. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management, employing both planning-based and risk-based investment approaches that include factor-based equity, ETF models, and hedged strategies.

Factor investing / smart beta Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner Executive Financial Professional Established Professionals
user avatar
firm logo

Alex M

CFP®, Series 66

Las Vegas, NV

The AmeriFlex Group

Alex Mueller is a CFP® professional with eight years of experience in financial advising. He is currently with The AmeriFlex Group and Cambridge Investment Research, Inc., and has held prior roles at Edward Jones and Sanctuary Advisors LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering strategies through model asset allocations and various manager relationships.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Richard H

Series 63, Series 65

Las Vegas, NV

Nwf Advisory Services Inc

Richard Holtan is an investment advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has previously worked at Crown Capital Securities, LP, Interactive Financial Advisors, and The Ameriflex Group. Holtan is also the owner of Financial Services & Investment Corp of NV, a business marketing life insurance and fixed annuities. NWF Advisory Services manages approximately $6.4 billion in client assets through over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform to deliver portfolio management, financial planning, and retirement consulting services.

Wealth management Active portfolio management
user avatar
firm logo

Jesse K

CFP®, Series 66

Las Vegas, NV

The AmeriFlex Group

Jesse Kurrasch is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, Ameriflex Financial Services, and Sagepoint Financial. Outside of his advisory role, he owns Offroad Aviation, LLC, a business based in Las Vegas. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of advisory affiliates and utilizes multiple program platforms to implement tailored investment strategies.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Ryan P

Series 66

Las Vegas, NV

Stratos Wealth Advisors LLC

Ryan Paugh is a financial advisor with Stratos Wealth Advisors LLC in Las Vegas, NV, holding a Series 66 designation and 21 years of industry experience. He has worked with firms including Raymond James & Associates, Chase Investment Services Corp., J.P. Morgan Securities, and Stratos Wealth Partners before joining Stratos Wealth Advisors. Paugh is also the owner of Paugh LLC, a financial advising business. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and customized advisory services.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
user avatar
firm logo

Darrin H

Series 63, Series 65, Series 66

Las Vegas, NV

Trajan Wealth, L.L.C.

Darrin Hansen is a financial advisor at Trajan Wealth, L.L.C. in Las Vegas, NV, holding Series 63, 65, and 66 licenses with one year of industry experience. Prior to joining Trajan Wealth, he worked at Bank of America for eight years and Wells Fargo for five years. As part of his role, he also acts as a licensed insurance agent. Trajan Wealth provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm follows a long-term, disciplined investment approach with portfolios customized to clients’ specific financial situations and collaborates closely with affiliated tax, estate, and insurance professionals.

Private / alternative investments Concentrated stock management Charitable giving & philanthropy
user avatar
firm logo

Andrew S

CFP®, Series 66

Las Vegas, NV

Nwf Advisory Services Inc

Andrew Santibanez is a CFP® with 13 years of experience in financial services, currently serving as an investment advisor representative at NWF Advisory Services Inc. His prior roles include positions at Crown Capital Securities, MBA Capital Advisors, JP Morgan, and Edward Jones. Outside of advisory work, he owns a personal tax planning business, Fiben Financial LLC. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients using a technology-driven, open-architecture platform that offers portfolio management, financial planning, and retirement consulting services.

Wealth management Active portfolio management
user avatar
firm logo

Heather B

Series 66

Las Vegas, NV

Prosperitas Financial, LLC

Heather Brockhurst is a financial advisor at Prosperitas Financial, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, and Guardian Life Insurance Company of America. In addition to her advisory role, she is involved in selling life and health insurance and represents buyers and sellers in real estate transactions. Prosperitas Financial is a multi-team registered investment adviser with 39 advisors managing approximately $812 million for individuals, trusts, retirement plans, and corporate clients. The firm offers asset management, financial planning, and retirement plan consulting, employing a mix of analytical approaches and third-party money managers to build and monitor individualized portfolios.

Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Gary D

CFP®, ChFC®, Series 63, Series 66

Las Vegas, NV

Financial & Tax Architects, LLC

Gary Davis is a CFP® and ChFC® with 28 years of industry experience. He is currently with Financial & Tax Architects, LLC and has previously worked at Northwestern Mutual for 26 years. Davis also operates his own firm, Gary Davis, LLC. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and offers a sub-advisory business serving other registered investment advisers.

Retirement income strategy Social Security optimization Annuities Income planning General tax planning Retired
user avatar
firm logo

Gregory F

Series 63, Series 65

Las Vegas, NV

Forum Financial Management, Lp

Gregory Feese is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 designations and 17 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and PR Wealth Management Group, Inc., where he is also involved in an investment-related business, Legacy Wealth Management of Las Vegas. He is also licensed as an insurance agent offering fixed insurance products. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and sub-advisory support to independent advisors and RIAs.

Wealth management Passive / index investing ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Mid-Career Professionals
user avatar
firm logo

Jimmy L

Series 65

Las Vegas, NV

Impact Partnership Wealth, LLC

Jimmy Lin is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 license and four years of industry experience. He has worked with several firms, including RightPath Tax Pros and RightPath Wealth Management, and is also the owner of RightPath Financial Group, where he provides insurance sales and tax advisory services. Additionally, he prepares tax returns and plans, including estate documents such as trusts and wills. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of nearly 90 advisers. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a diverse range of firm-managed and third-party strategies within a broad affiliated-entity ecosystem.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
user avatar
firm logo

Jeremy A

Series 65, Series 66

Las Vegas, NV

The Wealth Consulting Group

Jeremy Anderson is a financial advisor with The Wealth Consulting Group in Las Vegas, NV, holding Series 65 and Series 66 licenses and possessing 12 years of industry experience. He worked at Bank of America, N.A., from 2011 to 2017 before joining WCG Wealth Advisors, LLC, where he has been since 2017. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, using both active and passive investment strategies tailored to client goals and risk tolerances.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
user avatar
firm logo

Richard W

CFP®, Series 63

Las Vegas, NV

The AmeriFlex Group

Richard Wickes is a CFP® with 33 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has prior experience at firms including Ameriprise Financial Services, SagePoint Financial, and Cambridge Investment Research. In addition to his advisory role, he has worked as an independent insurance agent. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Jimmy L

Series 63, Series 65

Las Vegas, NV

The Wealth Consulting Group

Jimmy Lee is a financial advisor at The Wealth Consulting Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Wealth Consulting Group and affiliated firms since 2014. Outside of his advisory role, he hosts a podcast titled "The Bull of Wall Street." The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager-of-manager programs, and integrates legal-services pathways alongside its advisory offerings.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
user avatar
firm logo

Cheryl C

CFP®, Series 66

Las Vegas, NV

The Wealth Consulting Group

Cheryl Constantino is a Certified Financial Planner (CFP®) with 25 years of industry experience. She is currently with The Wealth Consulting Group, where she has worked since 2014. Cheryl holds a Series 66 license and operates out of Las Vegas, NV. The Wealth Consulting Group provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate plan sponsors, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs across multiple custodial platforms.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
user avatar
firm logo

Trevor T

Series 65

Las Vegas, NV

Encompass More Asset Management LLC

Trevor Trebbien is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at JBP Group and TLG. In addition to his advisory role, he is an insurance agent with JBP Group. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, managing approximately $582 million for around 4,000 clients.

Private / alternative investments
user avatar
firm logo

Amanda W

Series 63, Series 66

Las Vegas, NV

Csenge Advisory Group, LLC

Amanda Woo is a financial advisor at Csenge Advisory Group, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and a top-down investment process, offering customized portfolio management through discretionary or model-based approaches.

Founder/Business Owner Retired Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)