Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

757 advisors near
89143

Out of 400,000+ nationwide

firm logo

Spencer H

Series 66

Las Vegas, NV

Merrill

Spencer Haire is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to simplify complex financial decisions and develop strategies that align with their personal goals. His approach focuses on building trust and providing personalized service to help clients feel confident about their financial future. Spencer's expertise includes personal retirement planning, sports and entertainment financial matters, and individual and corporate investment strategies. He is a Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Spencer holds a Master's Degree in Biomedical Science from Liberty University and a Bachelor's Degree in Comprehensive Cell & Molecular Biology from the University of Nevada - Las Vegas. He is fluent in English and Spanish. Outside of his professional work, Spencer is involved in community organizations including National Youth Sports, Olive Crest, Three Square Food Bank, and the Tyler Robinson Foundation. His personal interests include basketball, golfing, volleyball, and spending time with his family.

General retirement planning Wealth management Active portfolio management Retirement income strategy Executive Professional Athlete Young Professionals Retired Female Executives
user avatar
firm logo

Deorella B

Series 63, Series 66

Las Vegas, NV

Merrill

Deorella Bautista is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at Wells Fargo Clearing and Wells Fargo Advisors. Bautista is also a general partner and managing member of Pleasant View Homecare LLC, a residential home for the elderly in Las Vegas. 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, offering 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
user avatar
firm logo

Emanuel L

Series 65

Las Vegas, NV

Edelman Financial Engines

Emanuel Lizama is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 65 designation and has previously worked at USAA and American Express. Outside of his advisory role, Emanuel is the sole proprietor of Lizard-Llama Games LLC, where he designs and develops games. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large participant base through advisor-led and online offerings.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
firm logo

Madison F

Series 66

Las Vegas, NV

Merrill

Madison Faulis is a Financial Advisor at Merrill Lynch Wealth Management, where she has been serving High Net Worth professionals and their families since 2016. She works closely with clients to develop strategies that align with their personal goals, particularly focusing on education planning, family wealth management, legacy planning, and socially responsible investing. Madison assists clients in navigating significant financial decisions and emphasizes simplicity and transparency in the investment process. She is a member of Faulis DeGeorge and Associates, a team with over 70 years of combined industry experience, specializing in legacy and estate planning, as well as multi-generational investing. The team also provides access to banking, credit, and lending services through Bank of America, enabling a full-service approach to financial advisory. Madison holds Series 7 and Series 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Born and raised in Las Vegas, Madison earned both a Bachelor of Arts in Economics with a minor in Digital Humanities and a Master degree in Information Science from UCLA. Her community involvement includes participation in philanthropic groups such as Moonrise Next Gen Philanthropy, and she is a member of the UCLA Alumni Group's Las Vegas Chapter. She is passionate about sustainability and animal rights.

Retirement income strategy Concentrated stock management Wealth management ESG / Sustainable investing General estate planning guidance Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance) LGBTQIA Women Professionals
user avatar
firm logo

Cason S

Series 66

Las Vegas, NV

RBC Capital Markets

Cason Swinn is a financial advisor with RBC Capital Markets in Las Vegas, NV, holding a Series 66 designation and 18 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years before joining RBC Capital Markets and City National Bank, where he has worked since 2017. Outside of financial advising, he owns and oversees Vegas Janitorial Services and Zolo Solutions Inc., a prescription drug regulator. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Eric S

Series 63, Series 65

Las Vegas, NV

Merrill

Eric Schimpf is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2014. Outside of his advisory role, he is a minority investor in Chop Shop LLC, a butcher shop and restaurant in Park City, Utah, and a partner investor in raw land development in Tennessee. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Chris O

Series 63, Series 65

North Las Vegas, NV

LPL Financial

Chris Oribello is a financial advisor with LPL Financial in North Las Vegas, NV, holding Series 63 and 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Linsco/Private Ledger Corp., Wells Fargo Investments, and Morgan Stanley DW Inc. Outside of his financial career, Oribello serves as an assistant high school football coach at Mount Carmel High School in San Diego. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Sydney S

Series 63, Series 65

Las Vegas, NV

Raymond James & Associates

Sydney Szwyd is a financial advisor at Raymond James & Associates with six years of industry experience. Prior to joining Raymond James in 2025, Sydney worked at UBS Financial Services and Merrill Lynch, among other firms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal entities. The firm offers financial planning and consulting services that are generally non-discretionary, employing a range of portfolio management styles supported by in-house research and a network of affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Tiana L

Series 63, Series 66

Las Vegas, NV

Fidelity

Tiana Loftlin is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, The Vanguard Group, and GWFS Equities. Loftlin is based in Las Vegas, NV. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Juan M

Series 66

Las Vegas, NV

Merrill

Juan Mardueno Rodriguez is a financial advisor at Merrill with 13 years of industry experience, including roles at Merrill since 2014 and Bank of America since 2025. He holds a Series 66 designation. Outside of his advisory role, he is an officer and owner of Mardueno LLC, a company involved in lending funds for residential real estate flips. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
firm logo

Benjamin L

Series 66

Las Vegas, NV

Merrill

Benjamin Lengson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' individual financial goals. He began his career at Merrill Lynch Wealth Management in 2005 after interning there in 2004 and has also served as a training coordinator for new advisors from 2011 to 2013. His advisory approach centers on three pillars: financial modeling and planning, investment management and risk mitigation, and providing access to private banking experiences through Bank of America Private Bank. Ben is a graduate of the University of Nevada, Las Vegas, where he earned a bachelor's degree in Finance. He holds advanced certificates in Health Care Economics and Financial Accounting from Harvard Business School. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his financial advisory career, he served in the United States Air Force. An east coast transplant now residing in Las Vegas since 2002, Ben supports financial literacy and community involvement through his work with organizations such as Junior Achievement of Southern Nevada and the Las Vegas Rescue Mission. He is a proud father and an avid tennis player, with personal interests that include adventure sports, camping, music, skiing, spending time with his family, and watching movies.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Divorce financial planning Women's Finance
user avatar
firm logo

Kellen K

Series 65, Series 63

Las Vegas, NV

LPL Financial

Kellen Kaneshiro is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and 12 years of industry experience. He previously worked at Cambridge Investment Research Advisors and MML Investors Services LLC. Outside of his advisory role, Kaneshiro coaches at Hawaii Baptist Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supporting more than 22,800 advisors and managing over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Samuel F

Series 66

Las Vegas, NV

Fidelity

Samuel Fejfar is a Series 66 licensed advisor with Fidelity Investments, based in Henderson, Nevada, and has one year of industry experience. Prior to joining Fidelity, he held various roles including work in real estate as a licensed REALTOR with Simply Vegas Real Estate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Timothy M

CFP®, ChFC®, Series 63, Series 65

Las Vegas, NV

Cetera

Timothy Mc Fall is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 35 years of industry experience. He has worked with multiple firms, including Avantax Investment Services and Independent Financial Group, and is president of U.S. Capital Strategies, Inc., where he manages securities and insurance-related financial services. He is also the manager of My Financial Compass, LLC, another financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services across multiple program structures, with more than $256 billion in assets under management.

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

Ronald M

Series 66

Las Vegas, NV

LPL Financial

Ronald Manning is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at CUSO Financial Services, LP, Wells Fargo, and service in the US Army Reserves. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Haylie K

Series 66

Las Vegas, NV

UBS Financial Services

Haylie Kalinowski is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has prior experience at Axos Bank, Credit Union 1, and Generations Federal Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based, tailored financial plans through its network of advisors.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Sidney T

Series 66

Las Vegas, NV

UBS Financial Services

Sidney Thompson is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. Prior to joining UBS, Thompson worked at AG Light and Sound and Hearthstone Kitchen and Cellar, and was affiliated with the University of Nevada Las Vegas. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services and proprietary research to support client strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Daniel C

Series 63, Series 66

Las Vegas, NV

Cambridge Investment Research Advisors

Daniel Cuddy Jr. is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked extensively with Cambridge and Securities America. Outside of his advisory work, he is involved in life coaching through his firm Go 4 Th and serves as president of Retirement Benefits Group, an insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Kelechi O

Series 66

Las Vegas, NV

Fidelity

Kelechi Obilor is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked with Ameriprise Financial Services and Fidelity Investments. Fidelity's Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and has a formal advisory role to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Ryan D

Series 66

Las Vegas, NV

Raymond James & Associates

Ryan D’souza is a financial advisor at Raymond James & Associates with a Series 66 designation and 10 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, LLC, and Ameriprise Financial Services, Inc. He is based in Las Vegas, NV. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and public entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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”)