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Scott S

Series 66

Las Vegas, NV

Ameriprise

Scott Self is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He previously worked at Partners Capital Group and spent seven years with Hoffman Hospitality Group. 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 recommendation reports and ongoing tax-aware retirement planning advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeramy W

CFP®, Series 66

Las Vegas, NV

LPL Financial

Jeramy Woods is a CFP®-certified financial advisor with eight years of experience, currently affiliated with LPL Financial. He previously worked at Edward Jones for nine years and has experience in hospitality and title services. Woods is also the owner of HAIOS Inc., a sign language interpreting business focused on providing services to government entities. 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 model portfolio programs, supported by a large network of investment adviser representatives.

Business exit / sale strategy Divorce financial planning General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Military & Veterans
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Emmy Z

Series 66

Las Vegas, NV

Edward Jones

Emmy Zhang is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, she worked at Cisco for seven years. She holds the Series 66 designation and is based in Las Vegas, NV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Divorce financial planning Inheritance planning General retirement planning Retired Founder/Business Owner Executive Widow/Widower Women Professionals Women's Finance Married/Couples/Partners Values-based investing
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Jose C

Series 66

Las Vegas, NV

Merrill

Jose Castruita is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized money management strategies. He focuses on areas such as family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and retirement income. Jose holds a Personal Investment Advisor (PIA) designation and completed a non-accredited certificate program at Riverside City College. Fluent in English and Spanish, he emphasizes understanding clients' personal priorities to create financial approaches tailored to their unique goals and life circumstances. Outside of his professional role, Jose enjoys baseball, cooking, golfing, and softball.

Wealth management Family Business General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Domenica R

Series 66

Las Vegas, NV

J.P. Morgan Securities

Domenica Richards is a financial advisor at J.P. Morgan Securities with nine years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Morgan Stanley, Merrill, and Bank of America. Outside of her advisory work, she is involved in travel-related ventures, including owning a travel blog and a travel photography business, and serves on the Finance Committee of the Girl Scouts of Southern Nevada. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Wealth management Executive Founder/Business Owner
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Lori S

Series 66

Las Vegas, NV

Charles Schwab

Lori Sengdara is a financial advisor with Charles Schwab & Co., Inc. in Las Vegas, NV, holding a Series 66 designation. She has experience working at Arista Wealth Management and Finance of America prior to joining Schwab. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of integrated custody, brokerage, and advisory services.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Jessica C

ChFC®, Series 66

Las Vegas, NV

Mass Mutual Investors Services

Jessica Ciccarelli is a financial advisor at Mass Mutual Investors Services with over 20 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior work includes roles at Park Avenue Securities and Guardian Life Insurance. Ciccarelli is active in professional associations, serving as Immediate Past President of NAIFA Nevada and Membership Chair for the WIFS Los Angeles Chapter, and she also works as a consultant on agency operations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning relationships supported by firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Karina S

Series 63, Series 65

Las Vegas, NV

Primerica Advisors

Karina Serrano is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and five years of industry experience. Her work history includes multiple roles at Primerica Advisors and Primerica Financial Services since 2017, as well as positions at Neurorestorative 4 Kids and Serenity Counseling and Support Services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts, using a tiered wrap-fee structure and third-party asset managers overseen by an independent consultant.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Alec R

Series 63, Series 66

Las Vegas, NV

Fidelity

Alec Risso is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Edward Jones, Wells Fargo Bank, and the Professional Institute of Technology Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, with an investment process that incorporates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Charitable giving & philanthropy Active portfolio management
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Jose A

Series 63, Series 65

Las Vegas, NV

Primerica Advisors

Jose Abreu is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at MassMutual and People's United Bank, and he is also active as a licensed real estate salesperson with EXP Realty. Outside of advisory work, he is involved in real estate sales and refers home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities while employing a tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Matthew F

Series 63, Series 65

Las Vegas, NV

Ameriprise

Matthew Fournier is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has been with Ameriprise since 2000, including six years in his current role. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations on income sources and withdrawal strategies. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Yun No C

Series 66

Las Vegas, NV

Edward Jones

Yun No Cheung is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 20 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she serves as a committee member for the Conway Morning Rotary in Arkansas and is a member of Ascension Equipment Investments LLC, a family investment venture in heavy equipment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with an extensive nationwide advisor and branch network.

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

Series 63, Series 65

Las Vegas, NV

OSAIC

Richard Hoover is a financial advisor with OSAIC in Las Vegas, NV, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, Hoover serves as a volunteer advisory board member for New Vista, a nonprofit supporting individuals with intellectual disabilities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party management solutions across various investment vehicles.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Tyler W

Series 66

Las Vegas, NV

Ameriprise

Tyler Whittier is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael T

Series 66

Las Vegas, NV

J.P. Morgan Securities

Michael Tamayo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His prior work includes positions at Bank of America, Merrill Lynch, and Northwestern Mutual. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Trent G

Series 66

Las Vegas, NV

Merrill

Trent Gneiting is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the team in 2018, focusing on providing tailored financial strategies for corporate executives, business owners, and individuals in the sports and entertainment industry. Trent's responsibilities include serving clients, conducting investment analysis, planning, and business development. He earned a Bachelor's degree in Economics with a minor in Business Management from Brigham Young University. Prior to his current role, Trent worked as a Research Analyst for Merrill Bateman Associates - Economic Consulting Group and completed internships with Transamerica and the Stanford University - Wharton College Clean Energy Project. He holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of work, Trent enjoys spending time with his wife, Rachael, and their two children. His hobbies include sports such as basketball, volleyball, football, and following the Vegas Golden Knights, as well as outdoor activities like hiking and skiing. He is involved with professional and community organizations including the Church of Jesus Christ of Latter-day Saints, BYU, Habitat for Humanity, and has served on the Italy Milan LDS Mission and as Student Body President at Palo Verde High School.

Equity Recipients (RS/RSU, SOP, ESPP) Concentrated stock management Retirement income strategy Wealth management Business exit / sale strategy Executive Founder/Business Owner Approaching retirement
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Heather D

Series 66

Las Vegas, NV

Merrill

Heather Djan is a Financial Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2007 with UBS in New York City and joined Merrill Lynch Wealth Management in 2010 in Northshore, Long Island. In 2014, she transferred to Las Vegas, where she currently resides. Her areas of expertise include college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Heather holds a Bachelor's Degree from SUNY Old Westbury and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Originally from New York, Heather has lived in Las Vegas for nine years. She enjoys spending time with her family exploring local dining, shows, hiking trails, and supporting local businesses. Her personal interests include antiquing, dancing, drawing and sketching, interior decorating, music, photography, sewing, traveling, and woodworking.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Multi-generational wealth transfer Wealth management Women Professionals Women's Finance
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Lawrence J

Series 66

Las Vegas, NV

Merrill

Lawrence Jacobsen Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and Morgan Stanley. He is currently based in Las Vegas, NV. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Brad W

Series 63, Series 66

Las Vegas, NV

Raymond James Financial

Brad Wittusen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 12 years before joining Raymond James in 2020. Outside of his advisory role, he is the owner of a rental real estate business managing a single condo unit. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm emphasizes tailored, non-discretionary planning and employs risk profiling and modeling tools to support client goals, while also maintaining specialized programs in municipal advisory and SIMPLE IRA consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kadishe L

Series 66

Las Vegas, NV

Mass Mutual Investors Services

Kadishe Limani is a financial advisor with Mass Mutual Investors Services in Las Vegas, NV, holding a Series 66 credential and four years of industry experience. Prior to joining Mass Mutual Investors Services in 2022, Limani worked at Mass Mutual Insurance Company and has experience with the Yukon-Kuskokwim Health Corporation and the Association of Village Council Presidents. Outside of advisory work, Limani is also an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using a collaborative, goal-driven approach supported by firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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