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William C

Series 66

Reno, NV

Edward Jones

William Cornelius is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Spring Communications Holding, Inc. and AT&T Mobility Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services.

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

Series 66

Reno, NV

Edward Jones

Christopher Streeter is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously operated LandArt DBA FireSky for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

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

Series 63, Series 66

Reno, NV

Wells Fargo Clearing

Andree Blain is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Wells Fargo Advisors, LLC since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Brayden F

Series 66

Reno, NV

Morgan Stanley

Brayden Fiorillo is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and one year of industry experience. He serves on the Lambda Chi Alpha Epsilon Iota Alumni Advisory Board, contributing to fundraising and alumni activities. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Alyssa L

Series 63, Series 66

Reno, NV

J.P. Morgan Securities

Alyssa Lee is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, with prior experience at Summit Funding, Inc. and Bank of America. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Wealth management Executive Founder/Business Owner
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Sharon D

Series 63, Series 65

Reno, NV

Wells Fargo Clearing

Sharon Derrah Beesley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Gary K

Series 63, Series 65

Reno, NV

Morgan Stanley

Gary Kilbourn is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at UBS Financial Services for 19 years before joining Morgan Stanley in 2026. Kilbourn serves on the board of directors for Gorilla Doctors, a nonprofit organization providing veterinary care to endangered mountain and Grauer’s gorillas in central Africa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

General estate planning guidance
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Ilyana G

Series 66

Reno, NV

LPL Financial

Ilyana Gutierrez is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and one year of industry experience. She previously worked at Platinum Wealth Management and has a background in education spanning 16 years. Outside of advising, she teaches Pilates at Juice Box Yoga. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Nicolas C

Series 66

Reno, NV

Morgan Stanley

Nicolas Conroy is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley and related entities since 2019, following seven years at Starbucks Coffee Company. Conroy serves on the University of Nevada, Reno Planned Giving Advisory Council, participating in meetings related to university planning and initiatives. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques as part of its financial planning process.

General estate planning guidance
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Carol S

Series 63, Series 65

Reno, NV

Wells Fargo Advisors

Carol Smith is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across various Wells Fargo entities since 2009. Outside of her advisory role, she serves as a trustee for a family trust and owns a wealth management firm based in Santa Fe, NM. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory 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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Ryan G

Series 63, Series 66

Reno, NV

Morgan Stanley

Ryan Gross is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Gross serves as president of Reno Fastpitch, a girls recreational softball league. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Gavin T

Series 66

Reno, NV

Wells Fargo Advisors

Gavin Thornburg is a financial advisor at Wells Fargo Advisors in Reno, NV, holding a Series 66 designation. He joined Wells Fargo Advisors in 2026 after working at Deloitte from 2024 to 2026 and has academic experience at Brigham Young University and the University of Utah. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, serving clients who meet specific net-worth thresholds.

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

Series 63, Series 66

Reno, NV

LPL Financial

Lynn Le Goy is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Prior to joining LPL Financial in 2025, Lynn worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Calton & Associates, Inc. She also serves as a notary. 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 and financial planning services, utilizing various model portfolios, research, and technologies to support discretionary and non-discretionary management strategies.

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

Series 63, Series 65

Reno, NV

Morgan Stanley

Leonard Remington is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the investment committee of the Nevada Museum of Art and holds board memberships with the CPWA Certification Commission and the Investment and Wealth Institute Ethics Board. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and estate planning services.

General estate planning guidance
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Kathe W

Series 66

Verdi, NV

LPL Financial

Kathe Wilson is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Mutual of Omaha Bank and Questar Asset Management. She has been with LPL Financial since 2017. 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. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Jacob A

Series 66

Reno, NV

Cetera

Jacob Arroyo is a financial advisor with Cetera, holding a Series 66 designation and with 10 years of industry experience. He previously worked at Edward Jones and Wells Fargo Clearing. Outside of his advisory role, he serves as president of the Nevada Center for Entrepreneurship & Technology, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Eric S

Series 63, Series 66

Reno, NV

Wells Fargo Advisors

Eric Smith is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Wells Fargo entities since 2009. Smith also owns and operates TRIN Wealth Management LLC, a financial practice based in Reno, NV. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning solutions that include retirement, education, risk management, and specialty areas such as business-owner transitions and special-needs analysis. The firm integrates advisory services with banking and other financial products through a comprehensive network of advisors.

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

CFP®, Series 63

Reno, NV

Raymond James Financial

James Marren is a CFP® professional with 26 years of industry experience, currently serving at Raymond James Financial Services Advisors since 2012. He holds the Series 63 designation and is based in Reno, NV. Outside of his advisory role, he is involved with several business entities including ACM Enterprises Inc. and Nevada Family Wealth, a rebranded wealth advisory firm serving Northern and Southern Nevada. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory solutions and manages a range of institutional programs including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Lisa S

Series 66

Reno, NV

Edward Jones

Lisa Schober is a Series 66 licensed financial advisor with Edward Jones in Reno, NV. She has one year of industry experience and previously worked in roles at the University of Nevada, Renown Health, and several technology firms including HP and DXC Technology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and fiduciary advisory services, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Technology Professional Founder/Business Owner
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