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Cheryl C
Series 63, Series 66
Las Vegas, NV
Hightower Advisors
Cheryl Callahan is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Hightower Advisors and Hightower Securities, LLC since 2014. Based in Las Vegas, NV, her career includes over a decade at her current firm. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio management and financial planning services.
Donald P
CFP®, ChFC®, Series 66
Las Vegas, NV
Guardian Life
Donald Pearson is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and ChFC® designations and a Series 66 license. He has six years of industry experience and a background that includes service in the United States Marine Corps. Outside of his advisory role, he owns Sail Away Enterprises LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and investment advisory services, offering a mix of proprietary and third-party programs.
Parand B
CFP®, Series 63, Series 66
Las Vegas, NV
PNC Wealth Management
Parand Baillie is a CFP® professional with seven years of industry experience, currently affiliated with PNC Wealth Management in Las Vegas, NV. Prior to joining PNC Wealth Management, Baillie held roles at U.S. Bancorp Advisors, U.S. Bancorp Investments, Premier Trust, and Wells Fargo. Baillie serves on the boards of The Compass, a nonprofit focused on nature-based grounding sites, and Neighborhood Housing Services of Southern Nevada, which works on affordable housing initiatives. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and delegated portfolio management using mutual funds and ETFs.
Teng D
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Teng Dante is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including tax preparation and estate planning services. His business activities include providing tax preparation assistance and offering bundled professional services related to estate planning. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem supported by multiple program platforms.
Danna J
Series 66
Henderson, NV
Hightower Advisors
Danna Jarvis is a financial advisor with Hightower Advisors in Henderson, NV, holding a Series 66 license and 18 years of industry experience. She has been with Hightower Advisors and Hightower Securities since 2012. Outside of her advisory role, she serves as an assistant basketball coach for a Clark County School District team. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, retirement plan consulting, and access to both affiliated and third-party managers, utilizing proprietary research and multi-manager strategies.
Clarizcel P
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Clarizcel Perez is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 13 years of industry experience. Her career includes roles at Mindoula Health, Boys Town, Doordash, Inc., and Epica Medical Innovations. She also serves as an in-home family consultant for the nonprofit organization Boys Town, working with families of at-risk youth. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers.
Marc G
Series 63, Series 65
Las Vegas, NV
SPC
Marc Geller is a financial advisor at SPC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2008. SPC serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers and manages approximately $5.66 billion in assets.
Connie D
Series 63, Series 66
Las Vegas, NV
Foundations Investment Advisors LLC
Connie Densmore is a financial advisor with Foundations Investment Advisors LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior experience includes roles at Questar Capital Corporation and Questar Asset Management from 2006 to 2019, as well as involvement with Signature Wealth & Tax since 2015. She also holds a real estate salesperson license and participates in precious metals investment as an agent, adding diversification options for clients. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and incorporates third-party sub-advisers and custodians in delivering its services.
Robert K
Series 63, Series 65
Las Vegas, NV
Centaurus Financial, Inc.
Robert Kassel is a financial advisor with Centaurus Financial, Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Centaurus Financial since 2007. Outside of his advisory role, Kassel serves as president of Portfolio Planners LLC, a holding company that manages administrative functions such as employee payroll and office expenses. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers various investment management strategies, retirement-plan consulting, and specialized advisory services through discretionary and non-discretionary arrangements.
Supra P
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Supra Plows is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Transamerica since 2012 and has also worked as an instructor at the Heartland Institute of Financial Education. Outside of his advisory role, he is an author of an e-book titled *A Simple Guide to Financial Health for Single Moms* and offers teaching on Biblical healing through social media platforms. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.
Rebecca W
Series 66
Las Vegas, NV
CWM, LLC
Rebecca Warnick is a financial advisor at CWM, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and operated her own CPA firm, The Warnick Group. Outside of her advisory work, she serves as the president of a local elementary school Parent Teacher Association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary, model-driven investment approach supported by an in-house Investment Committee and third-party resources.
Kyle C
CFP®, Series 63, Series 66
Henderson, NV
Foundations Investment Advisors LLC
Kyle Chapman is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Foundations Investment Advisors LLC. His prior experience includes roles at American Trust Investment Services, Clarity Capital Partners, and WestPark Capital. In addition to his advisory work, he is an independent insurance agent based in Henderson, NV. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and an asymmetric rebalancing approach.
Dale C
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Dale Caddick III is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes positions at WealthWave, Net Law, WFGIA, Golden Gaming, and The Great American Pub. Transamerica Financial Advisors serves individual investors, pension plans, trusts, and charitable organizations, offering a range of advisory and broker-dealer services through proprietary and third-party investment models. The firm operates as both a registered broker-dealer and registered investment advisor with affiliated retirement and recordkeeping entities.
Jose A
Series 63, Series 65
Las Vegas, NV
Guardian Life
Jose Abreu is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has previously worked with firms including Primerica Advisors and Mass Mutual Investors Services. Outside of his advisory role, he is a licensed real estate salesperson active with EXP Realty in Las Vegas. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides brokerage, financial planning, and investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a variety of investment programs, including discretionary and non-discretionary portfolios, supported by both in-house and third-party managers.
Yevgeniy K
Series 66
Las Vegas, NV
Transamerica Financial Advisors
Yevgeniy Krasnov is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Health Care Service Corporation, Penn Mutual, and HarvestReact LLC, among others. Outside of advising, he is involved in healthcare as a pharmacist conducting medication reviews and works as an e-commerce consultant through HarvestReact LLC. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and brokerage services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary options and operates as both a registered broker-dealer and RIA.
Michael M
Series 66
Las Vegas, NV
TIAA-CREF
Michael Mangino is a financial advisor with TIAA-CREF in Las Vegas, NV, holding a Series 66 designation and 26 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized solutions, while operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.
Christopher C
Series 66
North Las Vegas, NV
Citigroup Global Markets
Christopher Cruz is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2021. Prior to that, he was employed at Wells Fargo Clearing Services and Wells Fargo Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, security pricing, and derivatives services.
Brian N
Series 63, Series 65
Las Vegas, NV
Integrity Alliance, LLC
Brian Newman is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual and Fidelity Investments. Outside of his advisory role, he is involved in life insurance sales. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers a range of advisory and brokerage services, utilizing multiple investment platforms and strategies, and operates as a large advisor network with over 300 representatives managing approximately $5.4 billion in client assets.
Randy R
Series 66
Las Vegas, NV
Guardian Life
Randy Rivas is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of finance, he has been involved with Forum Shops at Caesar's Palace since 2004. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.
Sofia S
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Sofia Shah is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and 16 years of industry experience. She is also a certified hypnotherapist, offering mental health support via virtual sessions. Shah serves on the advisory board of the All For One Foundation and is involved in charitable activities related to the organization. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, supporting advisors with an integrated retirement plan ecosystem and proprietary investment solutions.
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