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Adam K
Series 63, Series 65
Las Vegas, NV
Eagle Strategies (NY Life)
Adam Knopow is a financial advisor with Eagle Strategies, affiliated with New York Life, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, he is a board member of a local business referral group in Las Vegas, volunteers as a film production cast member, and hosts a podcast promoting local businesses. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through its network of affiliated representatives. The firm offers tailored advice across multiple program types and primarily manages assets on a non-discretionary basis, with a focus on fiduciary responsibilities to retirement investors.
Roc W
Series 63, Series 65
Las Vegas, NV
Oppenheimer
Roc Willis is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and 43 years of industry experience. His prior roles include positions at Wedbush Securities, Wells Fargo Clearing, A. G. Edwards & Sons, and Morgan Stanley Dw Inc. Outside of his advisory work, Willis serves as trustee and executor for family trusts and estates, managing their administration and asset liquidation. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of discretionary and non-discretionary advisory programs across equity, balanced, and fixed-income portfolios, combining strategic asset allocation, manager selection, and ongoing portfolio monitoring.
Carroll B
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Carroll Beeson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has held positions with organizations including World Financial Group, Melaleuca, and Sagepoint Financial. Outside of his advisory work, Beeson provides mediation services to individuals undergoing amicable marital transitions through his own mediation practice. Transamerica Financial Advisors serves a diverse client base, offering advisory and broker-dealer services with a variety of fee-based and commission-based investment programs. The firm combines proprietary and third-party model portfolios and supports both discretionary and non-discretionary account management.
Joel C
Series 63, Series 65
Henderson, NV
GWN Securities Inc.
Joel Campanella is a financial advisor at GWN Securities Inc. in Henderson, NV, holding Series 63 and Series 65 designations with 14 years of industry experience. His prior roles include positions at Ameritas Investment Corp., CCF Investments, Inc., and Capital Choice Financial Services. Outside of advising, Campanella serves as an assistant coach for Jake Kielb's Hockey Foundation and operates a sports card selling business on eBay. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs and financial planning, using a combination of affiliated and unaffiliated sub-advisers and model-based allocations. The firm employs market-timing and momentum-based strategies in certain legacy programs and offers technology-supported platforms such as the Fidelity-sponsored FMAX.
Haley E
Series 63, Series 65
Las Vegas, NV
Planmember Securities Corporation
Haley Evans is a financial advisor with PlanMember Securities Corporation in Las Vegas, NV, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining PlanMember in 2025, she worked at Fidelity Investments for three years. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, while also delivering education and support services such as seminars and personalized retirement planning.
Noah S
Series 66
Las Vegas, NV
AE Wealth Management, LLC
Noah Skrinak is a financial advisor with AE Wealth Management, LLC and holds a Series 66 designation. He has been in the industry since 2025, with prior experience including roles at Wells Capital Group, PPC, and Ameriprise. In addition to his advisory work, he contributes to a local podcast company as a marketing and production specialist. AE Wealth Management serves a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach that integrates model portfolios managed by AEWM, third-party strategists, and advisor-managed models, supporting a high client load per advisor and offering a range of investment and consulting services.
Bryon K
Series 63, Series 65
Las Vegas, NV
Guardian Life
Bryon Kibildis is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he has worked as a movie extra. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.
Mark L
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Mark Leichty is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with several firms, including Kemper Health and WealthWave, and currently serves as a Certified Financial Educator at the Heartland Institute of Financial Education. Leichty also refers clients to Netlaw for estate planning services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory model primarily utilizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.
Aaron A
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Aaron Amador is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. He has been with Transamerica Financial Advisors since 2026 and has additional business interests including roles with Sector 21 Holdings, LLC and Wilson Mikami Corporation. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary management options.
Michael H
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Michael Holm is a financial advisor at Transamerica Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including World Financial Group and various consulting and business ventures. Outside of his advisory role, Holm is involved in consulting on business systems and operations, as well as managing a ranch in southern Utah that is being developed for horse facilities and alfalfa production. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily utilizes model portfolios and third-party managers, with a focus on integrated retirement plan solutions and affiliated mutual funds and insurance products.
Christopher S
Series 66
Las Vegas, NV
Cresset Asset Management, LLC
Christopher Schlatter is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at True Capital Management LLC for eight years before joining Cresset. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a network of affiliated entities.
Nohea M
Series 63, Series 65
Las Vegas, NV
GWN Securities Inc.
Nohea Malden is a financial advisor with GWN Securities Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining GWN Securities in 2018, Malden worked at Ameritas Investment Corp., Ccf Investments, Inc., and Capital Choice Financial Services. Outside of advisory work, Malden is involved in freelance portrait photography through Imago Dei 127 Photography. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.
Jeremy M
CFP®, Series 65
Las Vegas, NV
Allworth financial, L.P.
Jeremy Murray is a CFP® with 13 years of experience in financial advising. He has worked at Allworth Financial, L.P. since 2023 and was previously with Redrock Wealth Management, LLC for 12 years. Based in Las Vegas, NV, he holds a Series 65 license. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs technology to manage held-away employer retirement accounts without accessing client login credentials.
Patrick C
CFP®, Series 66
Las Vegas, NV
Guardian Life
Patrick Collins is a CFP® professional with 13 years of industry experience, currently affiliated with Primerica Advisors in Las Vegas, NV. He has worked at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2011. Outside of his advisory role, Collins engages in independent insurance sales unrelated to Guardian Life. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a combination of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.
Shelby M
Series 63, Series 65
Las Vegas, NV
Eagle Strategies (NY Life)
Shelby Mc Intyre is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding Series 63 and Series 65 licenses and four years of industry experience. Shelby has worked with several firms, including NYLife Securities LLC and New York Life Insurance Company, and currently owns a business brokering non-registered insurance products. Additionally, Shelby is the author of "1Hundred Days," a self-help journal focused on mindset and personal challenges. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services largely emphasizing non-discretionary asset management and tailored solutions through various program types.
Jordan I
Series 66
Las Vegas, NV
Guardian Life
Jordan Ibsen is a Series 66-licensed financial advisor with eight years of industry experience, currently with Guardian Life and Park Avenue Securities. His professional background includes roles at Provident Trust Group and the University of Nevada, Las Vegas. Outside of his advisory work, he serves as an assistant football coach for Faith Lutheran High School's junior varsity team. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary management, utilizing proprietary and third-party strategies along with hybrid digital advisory solutions.
Anand K N
Series 66
Las Vegas, NV
Guardian Life
Anand K Nair is a financial advisor at Guardian Life with 13 years of industry experience and holds a Series 66 designation. He has previously worked at Northwestern Mutual and Westpac Wealth Partners. Outside of his advisory role, he is an author and speaker. He is affiliated with Park Avenue® Wealth Management, a firm serving individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a range of investment advisory programs using both proprietary and third-party models.
Derek B
Series 66
Las Vegas, NV
Empower Advisory Group
Derek Beutel is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he worked in mortgage lending and related fields at several firms including LoanDepot and PennyMac Loan Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, combining point-in-time financial plans with optional managed account solutions.
Gregory H
Series 66
Las Vegas, NV
Guardian Life
Gregory Hunko is a Series 66-licensed financial advisor at Primerica Advisors with three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2022. Prior to his financial advisory career, he was employed at Home Depot for 28 years and attended the University of Nevada Las Vegas. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports account-level services such as lending solutions and donor-advised funds.
Robin B
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Robin Bundy is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles at multiple other organizations, including Senior Life Insurance Company and Champion Health, Inc. Bundy serves as secretary and voting board member of Spread the Aloha to the Kids.org, a nonprofit supporting orphans and disadvantaged children. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement investment strategies and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.
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