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Ryan S

Series 66

Henderson, NV

Wealth Enhancement Advisory Services, LLC

Ryan Skogstad is a financial advisor at Wealth Enhancement Advisory Services, LLC with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Capstone Wealth Advisors, LLC and Wells Fargo Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Andrew G

Series 63, Series 65

Las Vegas, NV

Citigroup Global Markets

Andrew Greenhalgh is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following three years at JP Morgan Securities LLC and four years at JP Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and a range of market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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John B

Series 63, Series 65

Henderson, NV

Planmember Securities Corporation

John Berkhoff is a financial advisor with Planmember Securities Corporation in Henderson, NV, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been involved with Planmember Securities Corporation, Business Management Solutions, and Vegas Valley Insurance & Financial Services LLC since 2015. Outside of advising, Berkhoff owns and operates businesses in insurance, tax preparation, and marketing services. Planmember Securities Corporation provides retirement-plan advisory services to employers and 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 unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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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.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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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.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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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.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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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.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Kyle K

Series 63, Series 65

Las Vegas, NV

Independent Financial Group, LLC

Kyle Kirwan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Kalos Capital and Kalos Management. Outside of his advisory work, Kirwan serves as an officer and director of several business entities related to tax, investment, and tax preparation. Independent Financial Group, LLC serves a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm provides financial planning and portfolio management services using a combination of firm- and third-party models, employing both passive and active investment strategies across various risk profiles.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Jeffrey W

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Jeffrey Wolfrey is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His work history includes roles at multiple firms and business ventures dating back over two decades. He is involved with the Jeffrey M Wolfrey and Mary G Wolfrey Trust and has experience in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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 implements its advisory model primarily via model portfolios and third-party managers, offering both proprietary and externally managed investment options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Paul J

Series 65

Las Vegas, NV

Concurrent Investment Advisors, LLC

Paul Janda is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation. He has no prior industry experience but has a background that includes operating The Janda Law Firm since 2018 and working at the Las Vegas Neurology Center since 2012. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios incorporating ETFs, mutual funds, and other investment vehicles.

Wealth management Founder/Business Owner
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Andrew B

Series 66

Las Vegas, NV

Guardian Life

Andrew Bunkers is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Keller Williams Realty VIP, Vivienda Development LLC, and M1 Support Services. Outside of advising, he is the owner of Vivienda Development LLC, a real estate business. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Christopher G

CFP®, Series 66

Las Vegas, NV

Wealth Enhancement Advisory Services, LLC

Christopher Giuliani is a CFP® professional with two years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at UBS Financial Services, JP Morgan Private Wealth Advisors, and First Republic. Giuliani served five years in the United States Marine Corps. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach that combines passive and active managers, with portfolio oversight by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Paul B

Series 66

Las Vegas, NV

Guardian Life

Paul Backofen Jr. is a Series 66-licensed financial advisor with Primerica Advisors and has seven years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of his advisory role, he is involved as an assistant golf coach at Chaparral High School and co-founded a community organization focused on craft beer enthusiasts in Nevada. Paul is affiliated with Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, employing a variety of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Sara O

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Sara Oatt is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at LPL Financial, Fidelity Investments, and TD Ameritrade. Outside of advisory work, she is involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides fee-based wrap programs, proprietary and third-party model portfolios, and access to commission-based insurance and brokerage products.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Enrique A

Series 63, Series 65

Las Vegas, NV

Empower Advisory Group

Enrique Avila is a financial advisor with Empower Advisory Group in Las Vegas, NV, holding Series 63 and Series 65 licenses and accumulating eight years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., and SchoolsFirst FCU. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services through proprietary recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning models and manages a large participant base relative to its adviser headcount.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Maximus N

Series 66

Las Vegas, NV

Focus Partners Wealth, LLC

Maximus Nguyen is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Churchill Management Group, Bancwest Investment Services, TD Ameritrade, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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